494 lines
27 KiB
HTML
494 lines
27 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Fields">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Item Fields</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Item Fields</p>
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<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="../qbpos_inventory/invenvoverview.htm">Inventory Overview</a> <span class="hcp1">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Refer to the tables below for descriptions of available item fields.</p>
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<p class="Help-Text">Fields shown in brackets, e.g. <font class="hcp2">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> fields auto-filled by Point of Sale.</p>
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<p class="Help-Text"><span class="hcp4">*</span> indicates a required field.</p>
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<p class="Help-Info-Line">What would you like more information about?</p>
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<p class="Help-Text"><a href="#ItemFields_description">Item Description/Lookup Fields</a></p>
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<p class="Help-Text"><a href="#ItemFields_pricecost">Price/Cost and Tax Fields</a></p>
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<p class="Help-Text"><a href="#ItemFields_qty">Quantity Fields</a></p>
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<p class="Help-Text"><a href="#ItemFields_other">Other Item Fields</a></p>
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<p class="Help-Text"><a href="fields_custom.htm">Create Custom Item Fields</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize Item List Columns</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2"><a name="ItemFields_description" id="ItemFields_description"></a>Item Description/Lookup Information</p>
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<table style="margin-left: 3.15pt;" cellspacing="0" width="378" align="center">
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<col style="width: 29.895%;">
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<col style="width: 70.105%;">
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<tr class="hcp5">
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<td style="width:29.895%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text"><font class="hcp2">Field</font></p>
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</td>
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<td style="width:70.105%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text"><font class="hcp2">Usage</font></p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Type*</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">Used to designate the <a href="../qbpos_inventory/inven436.htm">type</a> of item: Default is <span class="hcp4">I</span><font class="hcp2">nventory</font>. Select a different type from the drop-down list, as necessary.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Department*</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">Department to which the item belongs. Required field for all items. To access your department list, press <font class="hcp8">(<F4>)</font> from the field. (Pro) Must be the same for all members of a <a href="../qbpos_inventory/inven_style_oview.htm">style</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Vendor</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">The primary vendor from whom you purchase the item. To search for or look up a vendor, press <font class="hcp8">(<F4>)</font> from the Vendor field.</p>
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<p class="Help-Text">(Pro)  <a href="../qbpos_inventory/inv_multivendor.htm">Learn about using multiple item vendors</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Item Name*</p>
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<p class="Help-Text">( Description 1 for some upgraders)</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">The principal item description field. Printed on sales receipts. Required field. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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<p class="Help-Text">(Pro) Must be the same for all members of a <a href="../qbpos_inventory/inven_style_oview.htm">style</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Item Description</p>
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<p class="Help-Text">(Description 2 for some upgraders)</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">Secondary, long description field used to record additional information. Also can be used to record additional information while making a sales receipt. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Attribute</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">A field used to describe an item characteristic, typically color, pattern, material, or a second size. 1 to 12 characters. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Size</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">The size of an item; 1 to 12 characters. This field can also be used to describe a second item attribute other than size if desired. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Item #]</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">Unique number that identifies each item; corresponds to the inventory row number. Suggested by the program, but editable. Used to print item bar codes on tags and to list items on documents. Numbers greater than 99,999 not recommended as the resulting bar code would not fit on some price tags. This field supports numerical values only. If you need to enter an identifier that includes letters, use the <a href="../qbpos_getting_started/gstarted11.htm">Alternate Lookup</a> field (described below).</p>
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<p class="Help-Text">You can have suggested numbering sequence restart from your entry in a <a href="../qbpos_company_preferences/companyprefs_inventory.htm">company preference</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">UPC</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">Universal Product Code: The item's unique UPC/EAN <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a>. Once entered, can be used to scan vendor-tagged merchandise to list on documents. This field is normally 13 characters. If a shorter number is entered, Point of Sale uses an appropriate algorithm to lengthen the entry to fill the 13-character field. <a href="../qbpos_basic_procedures/basic219.htm">Learn more</a>.</p>
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<p class="Help-Text">(Pro) If <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> or <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> are being used for an item, each can be assigned a unique UPC.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Tag</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">User-defined group tag assigned to items to facilitate use of the <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick</a> feature for adding items to a document.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Alternate Lookup (ALU)</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">A user-defined <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a> that can be used to look up items. This field can contain text descriptions, catalog numbers, etc. Duplicate Alternate Lookups are not allowed.</p>
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<p class="Help-Text">Do not duplicate the Item # or UPC in this field. Inefficiencies in item lookups would result.</p>
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<p class="Help-Text">(Pro) If <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> or <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> are being used for an item, each can be assigned a unique alternate lookup.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2"><a name="ItemFields_pricecost" id="ItemFields_pricecost"></a>Price/Cost and Tax Fields</p>
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<p class="Help-Note"><span class="hcp4">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
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<table cellspacing="0" width="378" align="center" class="hcp9">
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<tr class="hcp5">
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<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Field</p>
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</td>
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<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text"><font class="hcp2">Usage</font></p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="hcp10">Reg Price</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p>The regular price for which you sell the item.  Calculated by Point of Sale on new items if you are using a department <a href="../qbpos_departments/dept309.htm">pricing formula</a>. Markdown price levels, if used, are calculated from this price.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="hcp10">[Avg Unit Cost]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p>The average unit cost of the on-hand units of the item; updated by receiving vouchers, adjustment memos, or manually. If you manually edit this field, Point of Sale creates an adjustment memo to send to QuickBooks Desktop. See <a href="../qbpos_inventory/inven410.htm">price and cost</a> for more information.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Order Cost]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p class="Help-Text">The current cost of an item charged by your vendor. The order cost is suggested on purchase orders and vouchers and automatically updated when a voucher is updated with a new item cost.</p>
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<p class="Help-Text">(Pro) If <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> are being used for an item, each can be assigned a unique order cost.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">MSRP</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p>Manufacturers Suggest Retail Price. Optional reference price that is printed on most <a href="../qbpos_basic_procedures/printing/basic_tagmrsp.htm">price tags</a> if entered. Leave blank if you do not want the MSRP printed on tags.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Margin%]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p class="Help-Text">The profit expressed as a percentage of the price. If defined in a department record, is auto-filled and used to calculate the regular price of new items. Editable. Manually editing the margin in inventory automatically causes your item prices and the <span class="hcp4">Markup <font class="hcp2">%</font></span> to be recalculated. <a href="../qbpos_inventory/inven410.htm">Learn more</a></p>
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<p class="Help-Text">Margin % = (Price Cost)/Price x 100</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Markup%]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p>The item profit expressed as a percentage markup over the cost. Works in the same manner as <font class="hcp2">Margin %</font>. Making an entry in this field causes Point of Sale to recalculate the item prices and margin. <a href="../qbpos_inventory/inven410.htm">Learn more</a></p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Price Levels 1-4]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p class="Help-Text">Optional item price levels, each marked down from your regular price. Used to offer different prices to different customer groups (employee, wholesale, etc.) or for other purposes, such as for a discounted sale. You define price level names and markdown percentages in <a href="../qbpos_company_preferences/sysprefs05.htm">company preferences</a> and these names will be displayed in the item record and item list.</p>
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<p class="Help-Text">Once defined, price level prices are automatically updated anytime your regular price changes, or can be manually edited as needed. <a href="../qbpos_inventory/inven410.htm">Learn more</a></p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Tax]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p>Tax code name: A drop-down list containing each of the <a href="../qbpos_basic_procedures/sales_tax/basic_tax_codes.htm">tax code</a> names defined in <a href="../qbpos_company_preferences/sysprefs08.htm">company preferences</a>. By default, each new item is assigned a default tax code as specified for the associated department. Edit by selecting a different tax code as necessary. <a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Learn more</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
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<p class="help-text"> </p>
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<p class="Help-Heading-2"><a name="ItemFields_qty" id="ItemFields_qty"></a>Quantity Fields</p>
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<table style="margin-left: 2.25pt; vertical-align: Center;" cellspacing="0" width="378" align="center">
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<tr class="hcp5">
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<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Field</p>
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</td>
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<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text"><font class="hcp2">Usage</font></p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="hcp10">[On-Hand Qty]</p>
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</td>
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<td style="width:71.43%;" class="hcp7">
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<p>On-hand Quantity: The quantity of an item on hand at this store. Automatically updated each time an item is received, sold, transferred, or adjusted on a memo. A manual entry in this field results in an adjustment memo being created and sent to QuickBooks Desktop. <a href="../qbpos_inventory/inven_qty_decimals.htm">Decimal quantity</a> entries are acceptable.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="hcp10">Reorder Point</p>
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</td>
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<td style="width:71.43%;" class="hcp6">
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<p>User-specified company quantity at which an item should be reordered. When the combined on-order and on-hand quantity is at or below this level, the item is added to the <a href="../qbpos_inventory/inven_reminder_reorder.htm">reorder items reminder</a> list.</p>
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<p>(Pro) In the case of assembly items, indicates the point at which more should be rebuilt.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="hcp10">Doc Qty</p>
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</td>
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<td style="width:71.43%;" class="hcp6">
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<p class="Help-Text">Document Quantity. Used to enter the quantity of an item to be listed on a document. Displayed only when accessing the item list from a document to select items. Enter the item quantity you want to list on the document.</p>
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<p class="Help-Text">(Pro) You can also switch to Style View and enter document quantities in the style item grid cells when coming to inventory from a document.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:28.57%;" class="hcp7">
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<p class="hcp10">[On Order]</p>
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</td>
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<td style="width:71.43%;" class="hcp6">
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|
<p class="Help-Text">Quantity of the item listed on open purchase orders and not yet received. Displayed in item list.</p>
|
|
<p class="Help-Text">(Pro) Also visible by selecting <span class="hcp4">Available</span> from the Quantities area of the item form.</p>
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
<table cellspacing="0" width="378" align="center" class="hcp9">
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">[Quantity Available] <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>Quantity available for immediate sale. Calculated by subtracting the quantity committed on active customer orders from the current on-hand quantity. <a href="../qbpos_inventory/inven_avblqty_tracking.htm">Learn more</a></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">BackOrd Qty <span class="hcp11">(Pro)</span></p>
|
|
<p> </p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>Quantity of this item needed for active customer orders.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p><span class="hcp4">[Qty]</span> in Assembly or Group (Pro)</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>In Assembly/Group item grid. Specifies the quantity of an item included in an <a href="../qbpos_inventory/inven431.htm">assembly</a> or <a href="../qbpos_inventory/inv_item_groups.htm">group</a> item.</p>
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
<table cellspacing="0" width="378" align="center" class="hcp9">
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="Help-Text" style="font-weight: bold;">[Company Total]</p>
|
|
<p class="Help-Text" style="font-weight: bold;">[Cmp Qty] <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>Total on-hand quantity for the entire company (all stores). Select <span class="hcp4">View All</span> in the Quantity area of the item form to view. Called <font class="hcp2">Cmp Qty</font> in your item list.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">[Store On-Hand Quantities]  <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>On-hand quantity for each store; designated by your assigned store codes. Select <span class="hcp4">Available</span> from the Quantities area of the item form to view. Also available in the Item Information window (<span class="hcp4"><F5></span>) from a receipt and your inventory item list.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">[Quantities for Store #] <span class="hcp11"> (Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>(Style View) Drop-down list of store locations. Select a store or <span class="hcp4">All Locations</span> to view quantities at the store or for the company for each style item.</p>
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
|
|
<p class="Help-Text"> </p>
|
|
<p class="Help-Heading-2"><a name="ItemFields_other" id="ItemFields_other"></a>Other Item Fields</p>
|
|
<table cellspacing="0" width="378" align="center" class="hcp9">
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp6">
|
|
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
|
</td>
|
|
<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp6">
|
|
<p class="Help-Text"><font class="hcp2">Usage</font></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">[Last Received]</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p>The most recent date this item was received.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">Print Tags</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p>Check box. Select to specify that you want to print price tags for the item. If you clear the check box, tags will not be printed for the item even if it is listed in a group of items for which you are printing tags. Default is selected.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">[Rating]</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p>Graphical indicator of item performance over time, based on user-defined time period and familiar five-star system. <a href="../qbpos_inventory/inven_itemratings.htm">Learn more</a></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">[Trend]</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p>Graphical representation of item performance in user-defined current period compared to prior period. <a href="../qbpos_inventory/inven_itemratings.htm">Learn more</a></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">Unorderable</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p>Check box. Select to have the items reorder point temporarily ignored and to be alerted if the item is listed on a purchase order or receiving voucher. This option can used to remove seasonal merchandise from your reorder reminders and reports.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="Help-Text"><font class="hcp2">QuickBooks Accounts</font></p>
|
|
<p class="Help-Text">[COGS] [Income]</p>
|
|
<p class="Help-Text">[Asset]</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p class="Help-Text">Item mappings to QuickBooks cost of goods sold, income, and asset accounts. Defaulted to the item accounts specified in <a href="../qbpos_company_preferences/sysprefs01.htm">company preferences</a>, but can be edited for individual items by selecting a different account from the drop-down list. <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Learn more</a></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">Unit of Measure</p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p class="Help-Text">Display field that can be used to indicate the measurement or quantity units by which the item is sold, such as each, inch, gallon, case, etc. Used to filter and sort the item list and reports. Select a unit from the drop-down list or select <span class="hcp4">A</span><font class="hcp2">dd New</font> to create and use a new unit.</p>
|
|
<p class="Help-Text">Units of measure can be managed (added, deleted, reordered) in <a href="../qbpos_company_preferences/companyprefs_inventory.htm">company preferences</a>.</p>
|
|
<p class="Help-Text">(Pro) Read <a href="../qbpos_inventory/inven_uom_multiple.htm">Using Multiple Units of Measure</a> and see additional fields below if you purchase and sell items in more than one unit size.</p>
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
<table cellspacing="0" width="378" align="center" class="hcp9">
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">Base Unit of Measure <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>When using multiple units of measure, the smallest quantity by which an item is sold or purchased.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">[Earn Commission] <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>Check box. Select to identify Items that qualify for payment of employee commissions. Default is checked (eligible). Clear the check box if employees are not to be paid commissions on the sale of the item, <a href="../qbpos_secadmin/secadmin_commissions.htm">Learn more</a></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">Use Serial # <span class="hcp11"> (Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>Check box. Select to be prompted to enter a <a href="../qbpos_basic_procedures/basic_serial_number.htm">serial number</a> when the item is listed on documents.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">Custom Fields 1-5 <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p class="Help-Text">Custom item fields can be used to enter any other item information you need to track. Once defined, the fields can be used to filter lists and reports, and can be added to your printed documents using <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a>.  <a href="fields_custom.htm">Learn more</a></p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">[Open Purchase Orders] <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>List of open purchase orders for the item and the total quantity on order. Select <span class="hcp4">Available</span> from the Quantities area of the item form to view.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp6">
|
|
<p class="hcp10">Select a Style Template <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp6">
|
|
<p>Select a pre-defined attribute/size template from the drop-down list to apply it to the style grid or select <font class="hcp2">Add New</font> to create a new template. <a href="../qbpos_inventory/inven428.htm">Learn more</a>.</p>
|
|
</td>
|
|
</tr>
|
|
<tr class="hcp5">
|
|
<td style="width:28.57%;" class="hcp7">
|
|
<p class="hcp10">Vendors Alternate 2 -5 <span class="hcp11">(Pro)</span></p>
|
|
</td>
|
|
<td style="width:71.43%;" class="hcp7">
|
|
<p>(More Info section) Fields for entering one preferred and up to four <a href="../qbpos_inventory/inv_multivendor.htm">alternate vendors</a> for an item. Each vendor can have a unique UPC, Alternate Lookup, and order cost.</p>
|
|
</td>
|
|
</tr>
|
|
</table>
|
|
<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
|
|
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