Item Extension Types

• Items include Materials, Tasks, Outwork, Assemblies, Costings, and Extensions to these Types.
• Items are used in Transactions (e.g. Invoicing), Estimates, and Inventory.
• The first step to creating an item is to select a Type. Once selected, the Type cannot be changed.
• There are two types of costing Items: Costings and Assemblies.
  • Costing Items can be used as Costings for Estimating purposes. 
  • Assembly Items can be used to create nested Bills of Materials (BoMs).
  • Costings and Assemblies are brief estimates containing Materials, Tasks, and Outwork.
  • Costings must be created for the Base Unit.

Navigation: Main Menu > Setup > Items

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Item Types Explained 

• When creating an Item, users must first select an Item Type from the dropdown list after clicking New (button).
• The Type cannot be changed afterwards.
• If the wrong Type is chosen, a new item must be created with the correct Type. (The item with the wrong Type can be deleted, or its status changed to Cancelled.)
• By default, only Materials and Tasks are available. However, additional types can be added from the general setting: Items > Enable Item Types.

Built-in Types:

• Add a fixed set of Attributes and auto-generates the Description from these Attribute values.
  • Fixed attribute sets cannot be removed or edited when created by a built-in type. Only the values can be changed.
  • The item’s auto-generated description can be edited by checking the Override checkbox.
  • The attributes are also copied if the item is copied to create a new item.
  • Attributes linked to fixed sets have negative IDs. (IDs can be displayed using the Field Chooser (*) and are used in audit trails to trace back a change or entry.)
• Add a fixed set of Units.
  • The Base Unit is automatically assigned and cannot be changed.
  • The included units cannot be edited or deleted.
  • Additional units can be added.

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Available Types 

• Materials
  • Material (MAT): A flexible item for general inventory or services.
  • Assembly: Adds a Costing tab for users to select Materials, Tasks, and Outwork to determine the cost of the assembly. This type is often used for nested Bills of Materials.
  • Substrate (Reel): An extension for reels (e.g. those used in the printing industry). 
  • Substrate (Sheet): An extension for sheets (e.g. those used in the printing industry). 
  • Substrate (Square metres): An extension for surfaces (e.g. those used in the printing industry). 
• Tasks:
  • Tasks are the labour component for production or manufacturing (e.g. finishing tasks).
  • Costing: Adds a Costing tab for users to select Materials (excl. assemblies), Tasks, and Outwork. This type is mainly used for Estimating.
• Outwork: The parts of production that are outsourced.

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Substrate (Sheets) Features

1. The Description and Code are generated as follows:
   1. Code: Name, colour, gsm, calliper, size.
   2. Description: Name, colour, gsm, calliper.
2. The Base Unit is fixed to ea (each sheet).
3. The following Attributes are added:
   • Attributes
     • Name
     • Colour
     • Grain/Flute
     • gsm (grams per square metre)
     • Calliper (mm) 
     • Allow Rotate 
   • Size 
     • Depth
     • Width
4. The following Units are added:
   • Base Unit: ea (each)
   • Kg: (kilogram)
   • Sq. m: (square metre)

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Substrate (Reels) Features

1. The Description is generated as follows: Name, colour, gsm, calliper, size.
2. The Base Unit is fixed to m (metres).
3. The following Attributes are added:
   • Attributes
     • Name
     • Colour
     • Grain/Flute
     • gsm (grams per square metre)
     • Calliper (mm)
     • Allow Rotate
   • Size 
     • Width
4. The following Units are added:
   • Base Unit: m (metre)
   • Kg (kilogram)
   • Sq. m (square metre)
5. This item has the following Estimate features:
   • It can be linked to a Part.
   • The quantity is updated from Tasks with an Imposition linked to the same Part.

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Substrate (Square Metres) Features

This Type is used for Estimating Substrates that are priced per square metre.

1. The Description and Code are generated as follows:
   1. Code: Name, colour, gsm, calliper, size.
   2. Description: Name, colour, gsm, calliper .
2. The Base Unit is fixed to sq. m (square metre).
3. The following Attributes are added:
   • Attributes
     • Name
     • Colour
     • Grain/Flute. 
     • gsm: grams per square metre
     • Calliper (mm) 
     • Allow Rotate  
4. The following Units are added:
   • Sq. m: (square metre)

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