Items edit

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  Introduction to Items feature

Field

Description

Product ID

The Product ID is automatically inserted based on the IDS defined for items, which can be edited if necessary. This is a mandatory field to save the item. However, you can also provide unique ID if required.

You can also add 'Additional Product ID' by clicking the importable button. Want to know more on Additional Product ID?

Description

Provide the unique description for the item

Type

To select either the item is 'Serial' or 'Non-Serial' type.

• Serial: Serialized items are tracked at the asset level. Their Product IDs will have Asset IDs assigned to them as the individual units received into inventory. Orders will then be filled by Asset ID.

Assigning Asset IDs allows R2 to track individual units in addition to tracking items at the Product ID level. To view Assets already assigned to the selected Product ID, click the Assets button.

• Non-Serial: Non-Serialized or Quantity items are only tracked at the Product ID level

Active

The selection of the checkbox decides if this item is Active or Inactive and if it can be used on Orders. Fore information, click here.

Keywords

You can enter a value here which can be used while searching items.

Long Description

To provide a long description for the item. This description can be displayed in prints using the long description CID.

Sub Category

The sub-category to which the item belongs will be displayed here. Want to know more?

UPC

The Unique Product Code of the item. For notational purposes.

T-Around

This is the time taken for an item to be prepared after it has come back after being used on an order. During the T-Around time, the item is not marked as unavailable but merely as being ready for the next order.

You may enter a time in Hours (h), Days (d) or Months (m) by placing the letter h, d or m after the number you enter. However, R2 converts this time period so that it appears in hours.

For example, if you enter 1d (or 1), when you press <Tab>, R2 will convert this value into 24.00h.  

Example: When Item A, for which the T-Around is marked as 3 hrs, is added on an order which commences 1 hour after coming back to the inventory will display the status of turn around for 2 hours.

Date Added

The date on which the item was created is displayed here.

With Assets

Accessory

To mark the item as an accessory. While filling items which has accessories, the Accessory button is displayed in the window. Clicking on this button displays the accessories. More

Misc

To mark the item as Misc.

Warranty period

You can set the warranty period for the item by entering a number in this field. The value will always be in months. For more details, click here

Consigned

Sort priority

Container

Select this checkbox to mark the item to be considered as a container. This checkbox will be false by default.

This checkbox will be available for Serial and Non-serial Items ONLY, it is not applicable for Parts/Kits/Labor definition.

• If the item is a Non-serial, then the Container is Created with Container ID as Product ID and its description same as that of the Product.

• if the Item is a Serial Item, then the Container is Created on the basis of Asset ID and Asset Description.

Field

Description

Owned

Displays the total owned quantity of the item.

Total

Displays the total quantity of the item.

Locked

Displays the quantity which is locked to kit.

Field

Description

Name

Enter the manufacturer name here

Part No

If applicable, enter the manufacturer's part number for the item here.

Model

Enter the manufacturer's model name and/or number here.

Made In

The location of the manufacturer.

URL

The URL of the manufacturing company.

Field

Description

Rent

Determines whether the item can be rented

Sell

Determines whether the item can be sold

QC

Determines whether the item needs quality checks

Sub Rent

Determines whether the item can be a sub rental. Also, you can set the same item as Rent, Sell or Sub-Rent for different sites

Check Availability

De-select this box if you wish the item to always appear as available, regardless of actual stock. If your business typically handles large orders, this option may be useful for incidental items you regularly purchase as needed. This checkbox will be selected by default if the 'Check Availability' option is selected in the Configuration module

Damage Waiver

Amount levied on the item in anticipation of any damage that could happen to it

Statistics

Determines whether the item has to be included into statistics analysis

Discount

Determines whether the item price can be discounted. The value entered here is the discount applied on this item when on an order. If user tries to enter an discount which is more than that defined here, then system locks the line and take the value defined in 'Item Edit' window

Consumable

Consumable on an order can be charged by selecting this checkbox.

Print On Order

Select this checkbox if you want to display this item on an order print. Items for which this checkbox has not been marked will be displayed in small font in the order and will not appear on the order print.

Searchable

Select this checkbox if you want the be able to search this item in modules other than Maintenance

Field

Description

Retail

The Retail field is where you input the retail price of an item that is used when the 'Sell' action is selected on an order for the item. This corresponds to the value in the Pricing' window.\

Low Retail

Determines whether the item can be sold

MSRP

For notational purposes only

Repl. Cost:

Enter the amount which you want to be charged to the customer for this item in case of loss or damage to it. The amount entered here is displayed when the Action > Update Replacement Cost function is performed on an item in a contract. For more details, click here

Average Cost

To indicate the dollar amount you paid for the item. This dollar amount is used to calculate item profit, as the item is rented or sold

Purchase Price

Enter the purchase price of the item

NBV and As On:

Net Book Value (NBV) and As On checkboxes display the NBV of the asset based on the latest posted depreciation batch for the asset.

Depreciation

If depreciation is selected, item can be depreciated and user can view the depreciation details and work on functionality related to depreciation. If the depreciation box is not selected, item cannot be depreciated

Life

The period for which the item will be usable on orders

Sal.%

The Salvage value%, which is used to calculate the salvage of items. This will be calculated depending on the salvage value % mentioned in the selected depreciation group in Item Edit screen. You can overwrite the value in the depreciation group by directly entering a value in this field

Field

Description

Availability

Use this field to assign an item to an Availability Group so that you can check availability for interchangeable items simultaneously. Availability Groups eliminate the need to individually check each alternate item's availability inside the Availability window. Availability Groups are set up here.

Exchange

Exchange Groups are collections of items that have similar or identical functions and features. You would assign an item to an Exchange Group so that if the item is unavailable, you can quickly select a replacement from its Exchange Group. Exchange Groups are added and edited through the Item Edit dialog

Commission

Meter

This field allows you to tag meter group to the items. Click here to know more.

Report

This field lets you track items by G/L Account code. Report Groups let you specifically track and export accounting information to your accounting software (Great Plains or Platinum), if the report group assigned to this item is configured as a G/L code segment. When setting up report groups, note that the Report ID should correspond to the G/L code segment number. See 'Exporting R2 Accounts Receivable to Great Plains' for greater detail.

Department

This field determines the Item's Department. This can be used to search or for filtering items

Attribute

Use this field to designate an item attribute group. To do this, click the more button to the right of the Attribute field, then double-click on the Attribute Group you wish to select. Click here for additional information on working with Item Attributes within the Item Edit window. Attribute Types can also be added or edited through Misc > Attributes More..

Tax

This field determines the Item's Tax Item Group membership

Maintenance

This field determines the maintenance group the item belong to. You can define the servicing schedule for an item inside the maintenance group. To define a maintenance group

Price

This field determines the Price Group membership.

Depreciation

This field determines the Depreciation Group membership. See, Depreciation

Matrix Price

Account

Field

Description

Revenue

GL Codes defined for Rent, Sales, and Sub Rent under Revenue grid, will be displayed in the invoices posted in case of Receivables batches.

• Rent: The revenue incurred while renting an item

• Sales: The revenue incurred while selling an item

• Sub rent: The revenue incurred while sub-renting the item.

Expenses

GL Codes defined for Sub Rent, COGS, and depreciation under Expense grid, will be displayed in the invoices in case of Payments batches

• Sub rent: Expenses incurred while creating a purchase order

• COGS: The cost incurred while selling an item

• Depreciation :Expenses incurred when an item depreciates

Balance Sheet

GL Codes defined for Inventory, Acc Depreciation, and Write-Off will be displayed

• Inventory:

• Acc Depreciation: The total depreciation currently recorded against either a single or all productive assets

• Write Off :You can enter a value here to charge an expense or a loss against an asset, thereby reducing its value as listed on the company’s balance sheet.

Discount

Field

Description

Carnet

You can mention the dimensions of the item in their respective fields. It helps you to plan the truck appropriately

Field

Description

Assets

The Assets button opens the Serial Items dialog that lists all the assets assigned to a Product ID. Because Assets are only assigned to Serial items, the open item record must be marked as a serial item for this button to work.

Availability

Pricing

This button opens the Pricing dialog. The Pricing dialog can be used  to set up or modify pricing for the open item record.

Meter

See Meters

Allowed Sites

Using this button you can define sites where the labor will be allowed. If nothing is defined then the labor can be used in any site.

Comments

Comments can be given for an item here. See, Comments. If comments have been given for this item then the font will be in red.

Instructions

Instructions can be given for an item here.

Warnings

Warnings can be given for an item here.

Lost/Missing

Non-serial items can be marked as missing or lost by clicking on this button.

Receive

 Items can be received to the inventory using this button. Want to know more?

Receive Log

All information related to the receipt of the item into the inventory can be viewed in the Receive Log.

Vendor Pricing

You can add or edit the vendor and pricing associated with an item. Use this option to designate the Vendors from which you can purchase this item. This option can also be accessed through the Maintenance and Warehouse modules More..

History

All the transactions that have happened for an item can be viewed by clicking History button.

Suggest Items

All Site details

The details of the selected item in all sites can be viewed using this button More..

Accessories

Accessories defined for the item will be displayed here.

Depreciation

You can view the depreciation of an item by clicking on this button More..

Move Qty

View Image

Use this field to set an image for the item. Want to know more?

Import Assets

User can import multiple assets of serial item to another item using this feature. More..

Matrix pricing

Attributes