Item types are created to keep track of particular types of clients, and the discounts we give to them. We keep a list of 7 different client types in the Inventory Defaults. We can specify the labels we give them in this window. Then, when we create an Item Type, we specify the discount we give on all of the Items in this group, to this type of client.
1. Ensure Inventory is open
2. Click on the
Maintenance menu, and choose Defaults
Note in the left hand side, on the
bottom of the defaults window in the Price Names option group, there are 7
different prices we can assign, enter any required price names.
3. Close the Inventory Defaults window
4. Click on the Maintenance menu, and choose Item Type
5. Click New
6. Enter a unique Code for this Item type, it can be up to 6 characters
7. Enter a Description for this Item type
8. Click in the
Client Type Price column, and choose a Price Name, and enter a Discount if
required.
There are 26 available Client types A – Z. Each client can only be
assigned 1 Client Type When a Client type is assigned to a client in the
accounts receivable maintenance the nominated selling price level and discount
is applied the Sales Order
9. The Price names are specified in the Inventory defaults
10. Click OK, for the Item Type Details window
11. Click OK, for the Item Types window