How to Create New Item Record

Scenario

How to create new item record.

Solution

1. Go to Lists > Accounting > Items > New.

2. Click the Item Type you want to create.

3. Select a Custom Form.

4. Enter an Item Name/Number. You can enter up to 60 characters.

   This name appears in lists on transactions.

   • If you have the option to enter a display name and do not, the item name prints in the sales form Item column.

   • If you have the option to enter a vendor name and do not, the item name prints in the purchase form Item column. If you enter a display name, it will print on purchases instead of the item name when Basic printing is used.

5. Enter additional information as necessary. You can enter general information in the item record header. You can also enter information on the available subtabs.

   The fields and subtabs that appear depends on the features you have enabled and the type of record you view.

6. Click Save