Item Number |
The item number you entered in the Profile view appears in this field. |
Item Name |
The item name you entered in the Profile view appears in this field. |
Last Purchase Price__Excluding VAT |
The price you entered on your last purchase for this item appears in this field. |
Buying Unit of Measure |
Enter the method by which this item is packaged when you purchase it. Some typical units of measure include Each, Pair, Case, Gross, Hour and Day. These descriptions are printed on orders. For example, assume one of your items is a lamp set that's always purchased in pairs; this item could be assigned a unit of measure of Pair. This field appears only if the I Buy This Item selection is marked in the Profile view. |
Number of Items per Buying Unit |
Enter the number of units that comprise the unit of measure you entered in the Buying Unit of Measure field. The entry you make in this field is used to determine how many items should be added to stock when you purchase one buying unit. For example, if you entered Pair in the Buying Unit of Measure field to indicate that you buy two units of this item each time you buy it, you should enter 2 in this field. Then, for each pair of the item you buy, the stock quantity of the item will be increased by two. This field appears only if the I Buy This Item and I Stock This Item selections are marked in the Profile view. |
VAT Code When Bought |
Select the VAT code that most often applies to this item when you buy it. The selection you enter here will appear as a default entry in the Purchases window when you enter purchases for the item, unless you selected the Use Supplier's VAT Code check box in the Buying Details view of the Card Information window. See To enter buying details (suppliers only) for more information. You can click the arrow next to the code to open the VAT Code Information window where you can make changes to the selected tax code. If you do make a change, that change is in effect in all future use of that tax code (not just for this item). |
Optional Restocking Information for the To Do List | |
Minimum Level for Restocking Alert |
Enter the quantity level of this item at which you want to purchase more of the item. For example, if you always purchase more lamps when your quantity is reduced to 10 lamps, enter 10 in this field. Enter this number in individual units, not in buying units of measure. Use this field only if you wish to be reminded by the To Do List to reorder this item. When the quantity of this item drops below the minimum level, you can use the To Do List to create an order for this item. If you enter a reorder quantity in the Reorder Quantity field, that reorder quantity will appear on the order as a default entry. This field appears only if the I Buy This Item and I Stock This Item selections are marked in the Profile view. |
Primary Supplier for Reorders |
Enter the name of the supplier from whom you usually purchase this item, or click the search icon to display a search list of suppliers and select the supplier from the list. When a supplier name is displayed in this field, a zoom arrow will appear. Click the zoom arrow to display detailed information about the supplier. If you make an entry in this field and you marked the I Stock This Item selection in the Profile view to indicate this item is a stock item, you can use the To Do List to automatically create an order for this item whenever this item's quantity level falls below its reorder level. This field appears only if the I Buy This Item selection is marked in the Profile view. |
Supplier Item Number |
Enter the number assigned to this item by the item's primary supplier. If you make an entry in this field and in the Primary Supplier field, the item number will appear on purchases for this item that you send to the primary supplier. This field appears only if the I Buy This Item selection is marked in the Profile view. |
Default Reorder Quantity |
Enter the number of items you normally purchase when you order this item, using the buying unit of measure you've specified for this item. For example, if you purchase 100 pairs of shoes, enter 100 in this field. Use this field only if you wish to be reminded by the To Do List to reorder this item. When the quantity of this item drops below the minimum level you've specified, you can use the To Do List to create an order for the item, and the reorder quantity you enter in this field will appear as a default entry. |
New button |
Click this button to begin creating a new item record. |
OK button |
Click this button to accept the entries you've made and close the window. |