General tab of an article

General tab of an article

On the Item page, the General tab contains the identification, classification, pricing, and accounting information for an item. These parameters determine its behavior in sales, purchases, and accounting. To complete the information in the General tab:
  1. If the Article page is not displayed:
    1. Access the Article page: Menu Articles > Articles.
    2. Double-click on the relevant article to open it.
  2. The General tab of the Item page is divided into several sections: Identification , Classification , Type , Price , and Accounting and VAT. Complete the required fields for each section:



    1. Identification Zone:
      1. Code : Item identification code.
      2. Barcode : Barcode associated with the item.
      3. Manufacturer : The company that manufactures or supplies the item. To add or edit a company, click the button.   Manage represented by the   three small dots ... to the right of the Manufacturer drop-down list.   For more information about the companies, click here .

    2. Zone Classification :
      1. Category :   One or more categories associated with the article. Allows filtering and grouping in lists. To add or edit a category, click the Manage button ( …) to the right of the Category drop-down list, then refer to the article Creating an article category .
      2. Band :   One or more groups associated with the article. Complementary to categories for classification. To add or modify a group, click the Manage button ( …) to the right of the Group drop-down list, then see the article Create an article group .

    3. Zone Type :
      1. Type : Select the item type based on its stock management:
        1. Inventory (storable item): Items tracked and stored in the inventory. With this type, the Basic Unit field must be completed.
        1. Service: Non-stocked services, not requiring inventory management.
        2. No inventory: Items not tracked in inventory, but which can be invoiced or purchased.

    1. Price Zone:
      1. Basic unit : Reference unit of the item (e.g., Bottle(s), Piece, Kg). Serves as the basis for packaging and price lists.
        To create or edit an item unit, click the Manage button (…) to the right of the Base Unit field. The Item Units page appears. Click New to create a unit or double-click an existing unit to edit it. On the New Item Unit page, fill in the Unit and Code (optional) fields, and then click OK .
      2. Quantity : Value automatically displayed from the active standard price list. This field is read-only in this tab; to edit it, use the Price List tab.
      3. Packaging price : Price displayed from the active standard price list. The value entered here is automatically reflected in the corresponding line of the standard price list ( Price List tab).

    2. Accounting and VAT area:
      1. Accounting method : The accounting accounts used when recording this item (sales account, purchases account, inventory account). To add or edit an accounting method, click the Manage button (⋯) to the right of the drop-down list, and then see the article Create an accounting method .
      2. VAT posting group : This setting defines the VAT rate applied and the VAT accounts used (sales VAT, purchases VAT) when entering documents. To add or modify a VAT posting group for an item, click the Manage button ( …) to the right of the VAT posting group drop-down list and see the article Creating a VAT posting group .
  3. Confirm the general information about the article by clicking the OK button. .