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Items
All goods and services that
you sell should be setup as an item. You can then select from a list of
items you have setup when you create a new booking or invoice, and the
default price, tax etc, for the item will automatically show in the invoice.
Items are either Hire, Non-Hire or Non-Stock. This allows you to charge out
general sales items and services as well as hire items.
How add new items
- From the Main Menu, click Setup
then click Items to open the Items List window.
- Click the New button to open the Items window.
- Type in the
Description for the item.
- Select the Item Type.
Note: You can click the asterisk button to add a new
item type.
Setting up default prices for the item
- In the Price Defaults section, select the Unit (e.g.
Each, Hour, Day, Week).
- Click the drop down arrow and double click your selection
- Type in either the Sell Ex price or the Sell
inc price (only one is required if GST is
selected) for that Unit
- In the Tax box select GST or
Free, (GST is the default), and
the program will automatically calculate the Sell
Ex GST. Note the program will calculate the
other price from either of the Sell price’s.
- Enter any further Units and their prices
for that Item before proceeding
- Enter any Deposit details that you
require (this can always be over ridden at Payment
stage), in either Deposit $ or Deposit%.
- Enter the Category for the Item
by selecting the drop down arrow next to Category.
(If a New Category is required select
the asterisk next to the Category drop
down arrow and follow the procedure for entering a New
Category)
- Type in any comments you would like to see about this Item
in the Comments section on and any Sales
Prompt messages you would like your staff to
know about this Item when selected in a Booking
or Invoice .For Instance, if it is
mechanical equipment hired out, your Sales Prompt
may say “Ensure Operating instructions are taken”
- Click Save & Close or select Save
& New to enter another item
- Click Close when finished
If similarly priced Items already exist
you can copy your price structure directly to this new
item by following the procedure Items Copy Price
Structure to other items.
See Also:
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