Item: Add New Screen


Data Input for 'Add New Product or Service Item' Screen

  • Item Number
  • Description
  • Type - Type of Item - Inventory/Service/Non-inventory/Bundle?
  • Search Category - Select the Search Category (for searching on Catalogue) from the dropdown list. If not found on the list, select Add New (bottom part of the dropdown).
  • Search Sub Category - What sub Category is this Item in (More descriptive like Radiator)?
  • Default Vendor - Select the default Vendor or click Add New (bottom part of the dropdown) if not found on the list.
  • List Price - The item's suggested retail price.
  • Taxable (checkbox) - Check if Item is taxable.
  • Assembly (checkbox)
  • Add item to searcheable Catalog (checkbox)
  • Replenish Stock Category
  • Pricing Category
  • QuickBooks Income Account
  • QuickBooks Expense Account
  • QuickBooks Asset Account

Pricing Levels

  • List Price
  • Price Level - A general type of pricing which you can define for all of your goods or services.
  • Qty Low - The minimum quantity to which a defined Price Level is applied.
  • Qty High - The maximum quantity to which a defined Price Level is applied.
  • Price
  • Discount % Off List Price -The set Discount % that will be deducted off the List Price.
  • Action (X icon)