Field | Usage |
Active Price | The price that is currently assigned to the item. |
Alternate Lookup (ALU) | A user-defined identifier
that can be used to look up items. . This field can contain text descriptions,
catalog numbers, etc. . Duplicate Alternate Lookups are not allowed. Do not duplicate the Item # or UPC in this field. . Inefficiencies
in item lookups would result. If multiple
vendors or multiple units of measure
are being used for an item, each can be assigned a unique alternate lookup. |
Attribute | A field used to describe an item characteristic, typically
color, pattern, material, or a second size. . 1 to 12 characters. . Label
can be customized. |
Available Quantity (Avail Qty) | Quantity available for immediate sale. . Calculated
by subtracting the quantity committed on active customer orders from the
current on-hand quantity. . Learn more. |
[Average Unit Cost] | The average unit cost of the on-hand units of the item;
updated by receiving vouchers, adjustment memos, or manually. . If you manually
edit this field, Point of Sale creates an adjustment memo to send to QuickBooks.
See price and costfor more information. |
BackOrd Qty | Quantity of this item that is not on-hand and is needed
for customer orders. |
Base Unit of Measure | When using multiple units of measure, the smallest quantity
by which an item is sold or purchased. |
[Company Total] [Cmp Qty] | Total on-hand quantity for the entire company (all stores).
Select View
All in the Quantity area of the item form to view. Called Cmp Qty
in your item list. |
Custom Fields 1 - 5 | Custom item fields can be used to enter any
other item information you need to track. . Once defined, the fields can
be used to filter lists and reports, and can be added to your printed
documents using Print Designer. . Learn more. |
Dept Name | Department to which the item belongs. . Required field
for all items. . To access your department list, press (<F4>)
from the field. . Must be the same for all members of a style. |
Description 1 | The principal item description field. . Printed on receipts.
Required field. . Label can be customized. Must be the same for all members of a style. |
Description 2 | Secondary description field used to record additional
information, such as a vendor's catalog number. . Also can be used to record
additional information while making a sales receipt. . Label can be customized. |
Doc Qty | Document Quantity. . Used to enter the quantity of an
item to be listed on a document. . Displayed only when accessing inventory
from a document to select items. . Enter the item quantity you want to list
on the document. You can also switch to Style View and enter
document quantities in the style item grid cells when coming to inventory
from a document. |
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Eligible for Commission | Check-box to identify Items that qualify
for payment of employee commissions. . Default is checked (eligible). . Clear
the checkbox if employees are not to be paid commissions on the sale of
the item, Learn more. . |
[Item #] | The inventory row number that identifies each item.
Suggested by the program, but editable. . Used to print item bar codes on
tags and to list items on documents. . Numbers greater than 99,999 not recommended
as the resulting bar code would not fit on some price tags. You can have suggested numbering sequence restart from
your entry in a company
preference. |
Item Type | Used to designate the type
of item: Default is Inventory.
Select a different type from the drop-down list, as necessary. . |
Last Received | The most recent date this item was received. |
[Margin %] | The profit expressed as a percentage of the price. . If
defined in a department record, is auto-filled and used to calculate the
prices of new items as they are added to inventory. . Editable. . Manually
editing the margin in inventory automatically causes your prices and the
Markup %
to be recalculated. . Learn more. Margin % = (Price Cost)/Price x 100 |
MSRP | Manufacturers Suggest Retail Price. . Optional reference
price that is printed on price
tags if defined. |
[Markup %] | The item profit expressed as a percentage markup over
the cost. . Works in the same manner as Margin
%. . Making an entry in this field causes Point of Sale to recalculate
your item prices and margin. . Learn
more. |
[On-Hand Qty] | On-hand Quantity: The quantity of an item on hand at this store. . Automatically
updated each time an item is received, sold, transferred, or adjusted
on a memo. . A manual entry in this field results in an adjustment memo
being created and sent to QuickBooks. . Decimal
quantity entries are acceptable. |
[On Order] | Quantity of the item listed on open purchase orders
and not yet received. Displayed in item list or by selecting Available from the Quantities area of the item form.
|
Open Purchase Orders | List of open purchase orders for the item and the total
quantity on order. . Select Available
from the Quantities area of the item form to view. |
[Order Cost] | The current order cost of an item from your vendor.
The order cost is suggested on purchase orders and vouchers and automatically
updated when a voucher is updated with a new item cost. If multiple
vendors are being used for an item, each can be assigned a unique
order cost. |
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[Price Levels 1-4] | Optional item price levels, each marked down from your
regular sales price. . Used to offer different prices to different customer
groups (employee, wholesale, etc.) or for other purposes, such as for
a discounted sale. . You define price level names and markdown percentages
in company preferences
and these names will be displayed in the item record and item list. . Once defined, price level prices are automatically updated
anytime your regular sales price is adjusted, or can be manually edited
as needed. . Learn more. |
Print Tags | This field specifies that you want to print price tags
for the item. . If you clear the checkbox, tags will not be printed for
the item even if it is listed in a group of items for which you are printing
tags. . Default is selected. |
Quantities for Store: <#> | (Style View) Drop-down list of store locations. . Select
a store or All
Locations to view quantities at the store or for the company for
each style item. |
QuickBooks Accounts [COGS] [Income] [Asset] | Item mappings to QuickBooks cost of goods sold, income,
and asset accounts. . Defaulted to the item accounts specified in company
preferences, but can be edited for individual items by selecting a
different account from the drop-down list. . Learn
more. . |
[Qty] in Assembly
or Group | In Assembly/Group grid. . Specifies the quantity
of an item included in an assembly
or group item. |
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[Rating] | Graphical indicator of item performance over time, based
on user-defined time period and familiar five-star system. . Learn
more. |
Regular Sales Price | The regular price for the item from which discounts
and price levels are calculated. |
Reorder Point | User-specified company quantity at which an item should
be reordered (or rebuilt in the case of
assembly items). . When the combined on-order and on-hand quantity
is at or below this level, the item is added to the reorder
items reminder list. . |
Select a Style Template | Select a pre-defined attribute/size template
from the drop-down list to apply it to the style grid or select Add New to create a new template. . Learn more. |
Serial # Tracking | Specify if you want to be prompted to enter
a serial number when the item is listed
on documents. . Select Prompt to
be prompted to enter a serial number, select Optional
(default) and you will not be prompted but can still enter a serial
number on the document, as desired. . |
Size | The size of an item; 1 to 12 characters. . This field
can also be used to describe a second item attribute other than size if
desired. . Label can be customized. |
[Store On-Hand Quantities]
| On-hand quantity for each store; designated by your
assigned store codes. . Select Available
from the Quantities area of the item form to view. . Also available in the
Item Information window (<F5>)
from a receipt and your inventory item list. |
[Tax Code] | Tax code name: A drop-down list containing each of thetax
code names defined in company
preferences. . By default, each new item is assigned a default tax code
as specified for the associated department. . Edit by selecting a different
tax code as necessary.Learn
more. |
[Trend] | Graphical representation of
item performance in user-defined current period compared to prior period.
Learn more. |
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Unit of Measure | Display field that can be used to indicate the measurement
or quantity units by which the item is sold, such as each, inch, gallon,
case, etc. . Used to filter and sort the item list and reports,
and can be added to printed documents using the Print
Designer. . Select a unit from the drop-down list or select Add New to create and use a new unit.
Units of measure can be managed (added, deleted, reordered)
in company
preferences. Read Using
Multiple Units of Measure if you purchase and sell items in more than
one size. |
Unorderable | Select to have the items reorder point temporarily
ignored and to be alerted if the item is listed on a purchase order or
receiving voucher. . This option can used to remove seasonal merchandise
from your reorder reminders and reports. |
UPC | Universal Product Code: The item's unique UPC/EAN identifier.
Once entered, can be used to scan vendor-tagged merchandise to list on
documents. . This field is normally 13 characters. . If a shorter number is
entered, Point of Sale uses an appropriate algorithm to lengthen the entry
to fill the 13-character field. . Learn
more. If multiple
vendors or multiple units of measure
are being used for an item, each can be assigned a unique UPC. |
Vendor Code | The code assigned to represent the vendor for this item.
Up to three characters. |
Vendor Name | The vendor from whom you purchase the item. . To search
for or look up a vendor, press (<F4>)
from the Vendor field. . |
Vendors Alternate 2 -5 | (Additional Info tab) Fields for entering
one preferred and up to four alternate vendors
for an item. . Each vendor can have a unique UPC, Alternate Lookup, and
order cost. |