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- From Inventory module > click on Items menu.
- The Search screen for Items will be shown. Click New toolbar button.
- This will open a blank Item screen.
- In the Details tab, enter Item No and Description.
In the Type field select Service.
Leave Lot Tracking field to No.Info Notice that as Service is selected in the Type field, Lot Tracking and Inventory Valuation will be disabled, showing No and Item Level respectively. This is because Service type of item does not allow lot tracking as well as stock tracking.
- Fill in other information as needed.
- Setup Unit of Measure. See How to Setup Item UOM.
- Setup Item Locations. See How to Setup Item Location.Setup
- Do not setup GL Accounts for this type of item. It will take its default from Purchasing module > Vendors menu > Entity screen > Vendor tab > Detail tab > GL Account field.
Example:
If you are creating a Bill and selected this item, the Account ID used here came from Entity screen > Vendor tab > Detail tab > GL Account field. - Setup Tax for the item if it is taxable. GL Accounts. See How to Setup GL Accounts for the itemsTax for an item.
- Setup Pricing. See How to Setup Item Pricing.
- Setup Pricing Level as needed. See How to Setup Pricing Level
- Setup Special Pricing as needed. See How to Setup Special Pricing.
- Save the record. You can click the Save toolbar button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
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