Define Item Types
OBJECTIVE
The Define Item Types function is used to categorize catalogue items by type. The types are a level higher than the item categories. System lists and reports can be filtered by item type.
The item type is also used in the following options: Quarry Quotations, Define Customer Pricing, Define Supplier Pricing, Purchase Planning and for printing various catalogue lists.
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For example, the item type can be Pipe, Connector or Elbow, whereas the category of the same item can be Copper or PVC. |
Steps
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maestro* > Invoicing > Invoicing > Catalogue > Define Item Types |
Create a type
- Enter the required information:
The Configuration icon is used to define entry options for the Code field.
Fields followed by the * character are mandatory fields.
Field
Description
Type*
Code that identifies the item type.
French Description
French description of the item type.
English Description
English description of the item type.
Delivery Days
Number of days for delivery.
NOTES: This field is used with the Purchase Planning (MRP 1) option.
By default, the system takes the delivery days entered in Catalogue Management for the item into consideration. Otherwise, it uses the latter.
Delivery Delay
Number of days additional delivery time for the delivery of this item type.
NOTE: This field is used with the Purchase Planning (MRP 1) option).
Default Supplier
Code of the supplier used to create the purchase order.
NOTE: This field is used with the Purchase Planning (MRP 1) option 1).
Economic Quantity
Used to enter the economic quantity for each month to calculate the following fields: Minimum Stock, Maximum Stock and Daily Consumption.
NOTES: These fields are used with the Purchase Planning (MRP 1) option.
By default, the system takes into account the rates entered in Configuration for managing procurement, unless values are entered in the item type.
- Click Save.
See also