Wiki
Items Table
Most of the accounting transactions show the items table where users can insert inventory items, assembly items or services they are going to sell or purchase.
While adding the line items, all the saved products/services will be populated when you type in either the number of the item or the name of the item. Then you can choose the item from the populated results. Other details will be automatically filled up by the system like description, price, unit of measurement (U/M), sales accounts and so on.
All fields are editable there. You can change the description, price, quantity and sales account. You can add discount and tax if applicable.
By default there are 5 line items shown, if there are more than 5 line items which you would like to add, the system will add more lines once you fill the last line.
There are also delete and add icons to the last column.
The drag and drop option is available to change the order of the items.
The PDF version of the form also shows the same order you see in the web form.
Created by Aziza Israilova, December, 2018
See also
- Purchase Order for Fixed Assets
- Goods Delivered Notes
- Sales Quote
- Sales Order
- Sales Invoice
- Recurring Invoice
- Request for quote
- Request for purchase
- Purchase Order
- Purchase Invoice
- Recurring Bills
- Fixed Assets
- Company Expense Claims
- Employee Expense Claims
- Customer Center
- Supplier Center
- Products & Services Overview
- Bank Accounts
- Supplier Access
- VAT Reverse Charge Mechanism
- Setting Barcode for a Product
- Run Time Calculation of Exchange gain/loss
- Exporting to Excel and PDF
- Timesheet Invoice
- Budget per Department
- VAT Return
- Bank reconcilation
- Dividends Payable
- Assembly Products
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Workflow of Expense Claims
- Purchases / Bills Overview
- Timesheet based Invoice
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Overview
- Serial Numbers
- Accounting Overview
- Landing Cost
- Mark PO as Open
- Purchase Order Actions
- Receive Purchase Order
- Send Purchase Order
- Importing Customer Accounts