Set up your item master so every module reads it the same way

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can name the three fields on an item that lock at the first save and say exactly when the door closes, predict from an item’s type alone how inventory, accounting, e-invoicing and margin reporting will treat it, trace any posted line back to the record that chose its account, read every figure on the Costings tab knowing which process wrote it and how old it is, and load a catalogue by file knowing that the import edits as readily as it creates and that a failed upload has usually written most of it.

Before this series: Set up a new company end to end

Presentations

1. The three decisions that close behind you — about 12 minutes, narrated
2. What the item type decides in every other module — about 13 minutes, narrated
3. The two GL codes on an item, and which one your journal used — about 13 minutes, narrated
4. Where the cost on the Costings tab came from — about 13 minutes, narrated
5. Loading a catalogue without loading a mess — about 14 minutes, narrated

Modules this series draws on

• Core Module
• Inventory Module
• Point of Sale Module
• E-Commerce Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• Chart of Account
• Doc Item Maintenance

All presentations · Presentations for the whole-system operator