Non-stock Items are the goto Item for modeling anything you do not stock whether it be physical or not.
Good examples of non-stock Item that are not physical are a service, cost or a period of time.
Non-stock Items can be used to model SKUs that are specifically Drop Shipped or for a Special Order.
Non-stock Item: Reference
Sales | Prices tab |
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Item Code | A unique alphanumeric identifier | |
Sales Description | ||
Matrix Parent | Select an Item (see ‘is Matrix’) | |
Barcode | For barcode readers. i.e. Item part # or UPC code. This will be printed on Order, pick, pack and ship documents. | |
Serial Number | Don’t use, check out the Warehouse Management System (WMS) | |
Item is Active | Is available for use on a new Document | |
Item is Sold | Is available for use on a Sales Document | |
Is Matrix | Check and save to make this ‘Matrix master | |
Commodity Code | Google commodity code for your respective country | |
Lot Number | not in use | |
Pricing details | ||
Unit Price | The base selling price | |
Sales Units | The sales unit of measure i.e. ‘each’ – see ‘Unit of Measure relationships’ | |
Item Tax | The Item is taxable | |
Foreign Price | The default price commensurate with the customer’s default currency. In other words, if your base currency is USD and your customer pays you in CAD, then this is a fixed price for this Item in CAD. | |
Selling Information | ||
Free text area | If you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed | |
Related website | I.e. a product page on your website | |
Cross | upsell information | ||
Free text area | If you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed | |
Size and Weight | ||
Dimension Units | i.e inches, centimetres etc | |
Height | ||
Width | ||
Length | ||
Weight Units | i.e lbs, kg, etc | |
Weight | ||
Volume Units | i.e. lb/ft³ etc | |
Volume | ||
Shipping Information | ||
Item is drop shipped | Not in use | |
Pack separately | Info only | |
Weigh before shipping | Info only | |
Number of units per box | Info only | |
Shipping instructions | Info only | |
Purchasing | Costs tab |
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Item is Purchased | Item can be sued on Purchase Documents | |
Default Order Type | Standard, Drop Shipped or Special Order | |
Costing details | ||
Unit Cost | The latest purchase cost as manually entered by you. | |
Purchase Units | See ‘Units of Measure’ | |
Item Tax | Tax code relating to Item or Item Tax option id. (USA only) taxable or not | |
Foreign Cost | The default price commensurate with the Supplier’s default currency. i.e. if your base currency is USD and your Supplier invoices you in CAD, then this is a fixed price for this Item in CAD. | |
Preferred Suppliers | ||
The information in the list is used by these automations: On Sales Order, Create Dropship Purchase Order, Create Special Order. On Purchase Order Generator, ‘by Item’ and ‘by Order.’ | ||
Supplier | ||
Item Code | The Supplier’s SKU / Item code. | |
Description | ||
Unit Cost | The latest cost you manually added here | |
Stock | The current stock level for this Item | |
Minimum Order Quantity | Used for information and by the Purchase Order generator. | |
Average Lead Time (days) | ||
Use on Docs | Available for use on Purchase Orders | |
Default | The default used by the automations. | |
Purchasing Information | ||
Free text area | If you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Purchasing Document. Links and text allowed | |
Related Website | i.e the Supplier’s product page | |
Reorder Level | ||
Size and Weight | ||
Dimension Units | i.e inches, centimeters etc | |
Height | ||
Width | ||
Length | ||
Weight Units | i.e lbs, kg etc | |
Weight | ||
Volume Units | i.e. lb/ft³ etc | |
Volume | ||
Delivery Information | ||
Free text area | Text and Links allowed. | |
Classification tab |
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Categories | ||
Category | A top-level key i.e. Manufacturer | |
Attributes | ||
Name | I.e. the product color | |
Value | I.e. red, amber, green | |
Auto description | Used by Matrix Items | |
Class | ||
Item Class | Classification for the item when it is put on the Line item, and used in the general ledger. | |
Images tab |
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Image 1, Image 2, Image 3, Image 4 | Placeholder for an uploaded images | |
Accounting tab |
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Income | where the income is posted on the general ledger (profit & loss) | |
Expenses | where the cost is posted on the general ledger (profit & loss) | |
E-commerce tab |
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Customer Portal | ||
Available in Portal Cart | Will display this Item in the TAP (Trade Acceleration Portal) | |
Shopping Cart Information | ||
Cart Mapping | The cart it’s used on | |
Utility Fields | ||
Price Impact | Contact support. | |
Custom fields tab |