Create a new Item Code

To create a new Item Code, first decide on when you will use it.

Go to the Item List button in the Lists group of the Accounting ribbon and select New.

Create a unique Code for the item.  The Code can be a brief worded description and does not have to be a Code as such.  The best Item Codes are those that can be easily remembered and selected within transactions.

Enter the full Name of the Item.  It is ok for the name to be the same as the Item Code.

Optionally, enter a Description for your own information.

Optionally, assign the Item to a Department, Category and Brand.  Note that these lists are automatically compiled from the entries you make - you don't have to setup the list first.

Using the tick boxes, identify the behaviour of this item code.  Based on which behaviours are selected, the Tabs below will appear or disappear.

An Item can have one or several behaviours selected depending on its use.  Each tick requires the behaviour for that usage set within the appropriate tab below.

You can download instructions here