Set up your item master so every module reads it the same way · presentation 2 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Set up your item master so every module reads it the same way · presentation 2 of 5

What the item type decides in every other module

You can predict, from an item's type alone, whether it has a stock card, whether it has a cost…

One drop-down, five modules

Step 1 — Read the type as a set of consequences, not a label

You will read the drop-down differently.

Screen capture pending the demo tenant

Doc Item Maintenance, Items, Create, the Item Type drop-down open

Step 2 — Know which types your kind of business actually uses

You will stop treating a long list as twenty equal choices.

What you do

Choose from those three unless you can say precisely why not

Step 3 — Understand the item that has no stock twin on purpose

You will stop trying to make an invoice line countable.

What this step names

Those are the services
The delivery charges
The deposits
The account-code lines — things that belong on an invoice and can…

Where a wrong number comes from

Step 4 — Explain the deposit invoice that shows a hundred per cent margin

You can answer a question your finance manager will eventually ask.

Where this step sits

    flowchart TD
  s1["1. Read the type as a set…"]
  s2["2. Know which types your kind of…"]
  s3["3. Understand the item that has no…"]
  s4["4. Explain the deposit invoice that shows…"]
  s5["5. Give a bundle's children the one…"]
  s6["6. Spot a migrated item whose type…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Give a bundle's children the one type the check can see

You will set up a bundle that can actually be sold.

What you do

Check the children one at a time, at that location

The type that is not on the list

Step 6 — Spot a migrated item whose type matches nothing

You will have a first move for an item that behaves strangely everywhere.