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Charge Item

Charge Items represent any charge that is not a Service or a Product such as postage and packing, additional maintenance costs etc.

How to create a new Charge Item

To create a new Charge Item either use the Items Shortcut, or from the Explorer click Products/ServicesItems and click ‘Create New‘ from the Item List.

Select ‘Charge Item‘ to display a new Charge Item Document.

Charge Item Key Facts

  • The Item Code (sometimes called the Product Code) is a mandatory field; a Description can be added to further identify the Item if desired. These will appear on Transactional Documents (e.g. a Sales Invoice/Timesheet) when the associated Line Item is selected.
  • The Item Code has to be unique. You will get an error on saving the Item if it is not.
  • You can choose if you want the price/cost to be as a percentage (e.g. 10%) or as an absolute value by using the ‘Charge as a percentage’ field. You enter the default sale price on the Sales/Prices tab. You enter the default purchase cost on the Purchasing/Costs tab. These prices/costs will automatically appear on Sales/Purchase Documents respectively when the associated Line Item is added. See Entering Line Items.
  • You can specify cross/up-sell information in the ‘Cross/Up-sell Information’ tab. If you enter information here corresponding Line Items will display a info icon indicating there is information associated with the Line Item. Clicking on the icon will show the Item information in a popup window.
  • Use the Classification tab to specify the Item’s associated Categories and Attributes, if any.
  • You can use the Images tab to upload images of the Product.
  • The Accounting tab defines how the Item is mapped to the Chart of Accounts. The default account mappings are set in the Accounts configuration page.

Also Read About


Working with Items
Working with Transactional Documents
Entering Line Items
Working with Item Categories
Working with Item Attributes
Working with Price Levels
Configuring Accounts
Working with the Chart of Accounts
Working with Classifications
Importing Data