Items

The Quoting module utilizes Items to build up lines in the Cost Sheet.

Items are utilized in four areas:

• Items are required for the material to be used (purchased or issues from stock)
  Once the quote is accepted and you are purchasing the 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.

• Items are required for the purchase of Activity code lines
  When you create Procurement and an Item does not appear for that Activity Code the system will automatically generate one. It will be ticked as an Activity.
  It is a good idea not to have Activity Codes that are also Stock Items.

• 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. 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
  
  

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

Non Stock
This item is used for quoting purposes and purchasing but it is never "on hand". Costing method is Standard or Last Cost dependant on Control Parameter - "Quote Non Stock Cost Method"

Activity
These are Items that are set up for the purpose of purchasing Activity type transactions through Procurement. They are automatically set up if they don't' exist (dependant on Control Parameters) when Procurement is updated. Cost Price used is that specified on the Cost Sheet line.

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