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Menu Code: CLS Accounting/Finance->Support |
Item classes allow you to assign common settings and defaults for items that share similar properties. The item class is used in Foura for reporting and to determine account settings for items for several core workflows. Each item must be assigned an item class in the Item Master.
Foura is pre-configured with the following Item Classes:
| Class | Description | Inventory |
|---|---|---|
| DOC | Documentation/Instructions - normally produced on-demand and included in the box with unassembled kits. | |
| FIN | Finished Goods - manufactured items produced using raw materials, sub-assemblies and services. | Yes |
| FURN | Furniture - purchased office desks, chairs, cubicles, tables, etc. | |
| LIC | License - software licenses provided to end-consumers. | |
| MACH | Machinery - high-dollar equipment, typically treated as capital assets. | |
| PART | Resale Parts - purchased items intended for resale. | Yes |
| RAW | Raw Materials - purchased items used in manufacturing to produce finished goods. | Yes |
| SHIP | Service, Shipping - freight and transport fees charged to customers on sales orders. | |
| SVC | Service, Professional - an intangible (non-material) service sold to help the customer manage part of their business. |
Account settings determine the accounts that will be used for items of this class. The following accounts settings are available:
| Field | Description | Usage |
|---|---|---|
| InclDmnd | Inventory | When checked, items of this class will be considered Inventory by default. This will affect the accounting and workflow used for Purchase Orders, Receipts and Inventory Transactions. |
| Purch Acct | Purchasing Account Default Type | When set, this account default type will be used on new Purchase Order lines for any items assigned to this class. If the inventory (InclDmnd) box is checked then this should be set to INV_CLEAR (Inventory Clearing). |
| Inv Acct | Inventory Account Default Type |
This setting determines the account used when items of this class are received into inventory. You should set this to INV (Inventory) or to a similar account default type if any items of this class will ever enter inventory. If this is not set then you may not be able to release a Receipt.
Note: Inventory Locations also have an Inv Acct setting. For items are transacted into inventory the location setting will be used first, and if it is blank then the Item Class setting will be used.
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| Issue Acct | Issue Account Default Type | This is used to lookup the account to charge when items of this class are issued out of inventory. You should set this to COGS (Cost of Goods Sold) or to a similar account default type. If this is not set then you may not be able to complete a Pick Ticket. |
The following default roles can use this form:
| Role | Allowed Actions |
|---|---|
| rl_User | View |
| rl_Accounting | View and Edit |
