Items overview

Items

Items can be goods or services that you purchase, produce, or sell, or landed cost items that capture shipping and overhead costs such as freight, insurance, and customs duties.

On the Item page, you need to add characteristics that identify your items and services.

Each item needs to be associated with at least 1 site that it is managed from. You add and maintain item-site details and costs for the item at the site on the Sites tab on the Item page or on the Item-site page. New and edited item-site data updates on both pages when you save item-site data. Sage suggests you add and maintain site-specific data on the Item page as that's where you add item characteristics and use the Item-site page as a quick reference for item-site information.

In addition to the basic characteristics of an item, the management policy identifies whether the item links to purchasing, and therefore to suppliers and supplier prices, and for landed costs, the apportionment rules, and to sales, and therefore to customers, with quantities and base prices for sales orders.

Bills of material

After you have added item records, on the Bill of material page you can add structured information for making an item.

Routings

After you have added item records and bills of material, on the Routing page you can add the sequence of shop floor processes that are needed to build or maintain the item or bill of material.