Item templates

item templates

Item templates give new items proven settings and ensure consistent groups, units, control and calculation.

Your quick start

1. Open item templates in Administration > Master data initialization.
2. Check existing records, statuses and relationships before creating or changing anything.
3. Save consciously and control the result in the immediately following process.
4. When creating an item, a template is assigned.

That's what matters

A template is a starting point, not a replacement for individual testing. Only adopt values ​​that really apply to the new item.

Selection fields

• Name: Give it a meaningful name.
• Item type: Defines what type of item it is.
• Activate the following checkboxes as required:
• Final product: For items that are manufactured in-house.
• Production step: As part of the production process.
• Production time: When it comes to production time in the production process.
• Prepaid items: Virtual item for use in payout documents.
• Storage: Decides whether an item is recorded in the warehouse.
• Customization type: Identifies series or batch items.
• With macro: Identifies a virtual list item. It is not the item itself that is inserted into a document, but rather the ones in it Macro tab listed items
• With set: Is main set item to which components can be assigned.
• With accessories: Matching supplementary items can be assigned to the main item.
• Sales items: Can be selected in sales documents.
• Shopping items: can be inserted into purchasing documents.
• Procurement type: Determines the intended path: buy, make, not get, or decide when using.
• Transfer to purchase: Indicates open sales positions for this item for inclusion in a purchasing process.
• Unit of measure:
• Decimal places quantities: decimal places
• Price unit: The price unit states the quantity of an item the purchase price refers to.
• Surcharges are included in the Transfer the sales register of an item.
• Fixed serve 1: First absolute award.
• Subtotal (automatic): Prime costs including the first percentage and fixed surcharge.
• Percentage markup 2: Second percentage surcharge on the subtotal.
• Fixed serve 2: Second absolute award.
• Automatic numbering: If you do not want to assign your item numbers individually, but rather according to an automatic scheme, check the checkbox and put the values in the following three fields.
• Prefix: Assign a prefix that precedes the current item number.
• Next number: Assign the next item number.
• Increment: Decide which variable should be used to assign the item number step by step.
• Info: Free text field
• Active: Templates that are no longer used can be made inactive.

Matching depressions

• item
• Procurement type

Related topics

• item
• Procurement type

Frequently asked questions