Navigating the form

Item dimensions

Open the Item dimensions form to view any item dimensions and check whether a sales forecast or a purchase forecast exist for each item dimension.

Purchase

Open the Purchase form to create a forecast or view an existing forecast for the selected item.

Sales

Open the Sales form to create a forecast or view an existing forecast for the selected item.

Inventory forecast

For an item with an existing purchase or sales forecast, open the Inventory forecast form to view projected inventory transactions and balances.

Item number

A unique user-defined code that is assigned when an item is created. It is recommended that you not use special characters or spaces in the item number. Note that item numbers can be system generated by linking the item number to a Number sequences (form).

Item name

Item names are written in different languages and printed on external documents or forms. Item names are specified through Language - Item description (form). The customer's and supplier's language codes determine which text are retrieved in, respectively, Accounts receivableand Accounts payable.

Search name

Specify a name to use for search purposes if the item number or name is not well-suited for searching.

When the item name is created, it is copied to the Search namefield (without spaces or special characters), but it can be overwritten.

NoteBecause Search namesare indexed, searches are faster when they are done on Search names, rather than on Item names, which are not indexed.

Item group

All items must belong to an item group, which is assigned when items are created. Item groups are defined in Item group (form)

Item groups are used in conjunction with ledger transactions, and can be used as printing criteria.

Item type

An item number can be one of the following types: Item, BOM, or Service.