Overview
Set up item identities, item types, units, and accounting assignments.
Before you begin
Determine whether the item is inventory, non-inventory, service, assembly, item group, or kit/package. Identity is distinct from subsidiary-specific accounting and tracking.
Main task
- Open Items and create or edit the item with its supported class and base unit of measure.
- Maintain subsidiary assignments and purchase/sales accounting settings for companies that will use it.
- Review inventory tracking, bins, and unit conversions where supported.
- For sales, review the income account and recognition policy; configure deferred-account overrides where required.
- Validate availability in a purchase or sales line before live use.
Check the result
Transactions retain selected item/unit/accounting information for traceability. Assembly, group, and kit behavior differ from ordinary stock items.
If something goes wrong
An item can lack a subsidiary assignment, account, or inventory configuration. Complete the assignment before use. Do not change historical quantities to compensate for setup errors.