Using Non-stock Item

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

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

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

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

Image 1, Image 2, Image 3, Image 4 Placeholder for an uploaded images

Accounting tab

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

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

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