Fields in the Item Information window

Fields in this window

Item Information window - Buying Details view

Item Number

The item number you entered in the Profile view appears in this field.

Item Name

The item name you entered in the Profile view appears in this field.

Last Purchase Price

The price you entered on your last bill for this item appears in this field.

Buying Unit of Measure

Enter the method by which this item is packaged when you purchase it.

Some typical units of measure include Each, Pair, Case, Gross, Hour and Day. These descriptions are printed on orders. For example, assume one of your items is a lamp set that’s always purchased in pairs; this item could be assigned a unit of measure of Pair.

This field appears only if the I Buy This Item selection is marked in the Profile view.

Number of Items per Buying Unit

Enter the number of units that comprise the unit of measure you entered in the Buying Unit of Measure field.

The entry you make in this field is used to determine how many items should be added to inventory when you purchase one buying unit. For example, if you entered Pair in the Buying Unit of Measure field to indicate that you buy two units of this item each time you buy it, you should enter 2 in this field. Then, for each pair of the item you buy, the inventory quantity of the item will be increased by two.

This field appears only if the I Buy This Item and I Inventory This Item selections are marked in the Profile view.

I Pay Sales Tax When I Buy This Item

Mark this selection if you pay sales tax when you purchase this item.

If you mark this selection, sales tax amounts will automatically appear as a default entry on this item’s purchases quotes, orders and bills.

Optional Restocking Information for the To Do List

Minimum Level for Restocking Alert

Enter the quantity level of this item at which you want to purchase more of the item. For example, if you always purchase more lamps when your quantity is reduced to 10 lamps, enter 10 in this field. Enter this number in individual units, not in buying units of measure.

Use this field only if you wish to be reminded by the To Do List to reorder this item. When the quantity of this item drops below the minimum level, you can use the To Do List to create an order for this item. If you enter a reorder quantity in the Reorder Quantity field, that reorder quantity will appear on the order as a default entry.

This field appears only if the I Buy This Item and I Inventory This Item selections are marked in the Profile view.

Primary Vendor for Reorders

Enter the name of the vendor from whom you usually purchase this item, or click the search icon to display a search list of vendors and select the vendor from the list.

When a vendor name is displayed in this field, a zoom arrow will appear. Click the zoom arrow to display detailed information about the vendor.

If you make an entry in this field and you marked the I Inventory This Item selection in the Profile view to indicate this item is an inventoried item, you can use the To Do List to automatically create an order for this item whenever this item’s quantity level falls below its reorder level.

This field appears only if the I Buy This Item selection is marked in the Profile view.

Vendor Item Number

Enter the number assigned to this item by the item’s primary vendor.

If you make an entry in this field and in the Primary Vendor field, the item number will appear on purchases for this item that you send to the primary vendor.

This field appears only if the I Buy This Item selection is marked in the Profile view.

Default Reorder Quantity

Enter the number of items you normally purchase when you order this item, using the buying unit of measure you’ve specified for this item. For example, if you purchase 100 pairs of shoes, enter 100 in this field.

Use this field only if you wish to be reminded by the To Do List to reorder this item. When the quantity of this item drops below the minimum level you’ve specified, you can use the To Do List to create an order for the item, and the reorder quantity you enter in this field will appear as a default entry.

New button

Click this button to begin creating a new item record.

OK button

Click this button to accept the entries you’ve made and close the window.

Fields in the Item Information window - Buying Details view

*Item Number*	The item number you entered in the Profile view appears in this field.
*Item Name*	The item name you entered in the Profile view appears in this field.
*Last Purchase Price*	The price you entered on your last bill for this item appears in this field.
*Buying Unit of Measure*	Enter the method by which this item is packaged when you purchase it. Some typical units of measure include Each, Pair, Case, Gross, Hour and Day. These descriptions are printed on orders. For example, assume one of your items is a lamp set that’s always purchased in pairs; this item could be assigned a unit of measure of Pair. This field appears only if the I Buy This Item selection is marked in the Profile view.
*Number of Items per Buying Unit*	Enter the number of units that comprise the unit of measure you entered in the Buying Unit of Measure field. The entry you make in this field is used to determine how many items should be added to inventory when you purchase one buying unit. For example, if you entered Pair in the Buying Unit of Measure field to indicate that you buy two units of this item each time you buy it, you should enter 2 in this field. Then, for each pair of the item you buy, the inventory quantity of the item will be increased by two. This field appears only if the I Buy This Item and I Inventory This Item selections are marked in the Profile view.
*I Pay Sales Tax When I Buy This Item*	Mark this selection if you pay sales tax when you purchase this item. If you mark this selection, sales tax amounts will automatically appear as a default entry on this item’s purchases quotes, orders and bills.
	*Optional Restocking Information for the To Do List*
*Minimum Level for Restocking Alert*	Enter the quantity level of this item at which you want to purchase more of the item. For example, if you always purchase more lamps when your quantity is reduced to 10 lamps, enter 10 in this field. Enter this number in individual units, not in buying units of measure. Use this field only if you wish to be reminded by the To Do List to reorder this item. When the quantity of this item drops below the minimum level, you can use the To Do List to create an order for this item. If you enter a reorder quantity in the Reorder Quantity field, that reorder quantity will appear on the order as a default entry. This field appears only if the I Buy This Item and I Inventory This Item selections are marked in the Profile view.
*Primary Vendor for Reorders*	Enter the name of the vendor from whom you usually purchase this item, or click the search icon to display a search list of vendors and select the vendor from the list. When a vendor name is displayed in this field, a zoom arrow will appear. Click the zoom arrow to display detailed information about the vendor. If you make an entry in this field and you marked the I Inventory This Item selection in the Profile view to indicate this item is an inventoried item, you can use the To Do List to automatically create an order for this item whenever this item’s quantity level falls below its reorder level. This field appears only if the I Buy This Item selection is marked in the Profile view.
*Vendor Item Number*	Enter the number assigned to this item by the item’s primary vendor. If you make an entry in this field and in the Primary Vendor field, the item number will appear on purchases for this item that you send to the primary vendor. This field appears only if the I Buy This Item selection is marked in the Profile view.
*Default Reorder Quantity*	Enter the number of items you normally purchase when you order this item, using the buying unit of measure you’ve specified for this item. For example, if you purchase 100 pairs of shoes, enter 100 in this field. Use this field only if you wish to be reminded by the To Do List to reorder this item. When the quantity of this item drops below the minimum level you’ve specified, you can use the To Do List to create an order for the item, and the reorder quantity you enter in this field will appear as a default entry.
*New button*	Click this button to begin creating a new item record.
*OK button*	Click this button to accept the entries you’ve made and close the window.