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Items are utilized utilised throughout Workbench for a number of reasons.

• Items are the backbone of the Stock system. An Item is a piece of Stock. This Item must exist for us to manage that piece of Stock. It is required for us to issue and value stock. Throughout the stock module, Item is synonymous with Stock.

Note:
Once you are purchasing material to a job the stock Item must be set up as a Catalogue.
Stock is managed through Items but purchased through the Catalogue.
Each Item can be associated with a number of catalogues as there can be a catalogue per supplier.

• The Quoting module utilizes utilises Items to build up lines in the Cost Sheet.
• Items are required for the purchase of Activity code lines through Quoting and Procurement.
• Items are required for Bill of Materials. You need to create an item which will form the basis of the Bill.
• Items are required for the sale of Finished Goods through Procurement. This may be necessary where you have a production line taking raw material, labour etc and producing a standard range of products that you will be selling or putting back into stock

Maintain Items can be accessed direct through the menu structure or through Stock Management.

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To access Maintain Items there needs to be an Item displayed on the screen.

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New Item
Select to create a new Item.

Item Code

DescriptionSelect whether this Item is Stock, Non Stock or Activity.

SELECT WHETHER THIS ITEM IS STOCK, NON STOCK OR ACTIVITY

• Stock: This Item is held in stock. It can be purchased, issued and be on hand. Costing method can be Standard, Average or Last Cost dependant on Control Parameter – "Stock Cost Method"

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Markup %
Used as third priority after Price Code and Selling Rate.

Manufacturer
This is freeform free-form but adds to a drop down list.

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Activity
Stock and Purchase transaction type Activities appear in the Drop Down. This Activity will be the default for stock issue & return transactions. The default activity for purchases comes from the Catalogue.

Category Code

SubCategory Code

Group Code

For additional analysis and reporting you can have Item Categories, SubCategories and Groups.