Item types

Orders can contain these item types:

Item type Description
Inventory, non-stock or special items You can use any method to define orders for inventory items. Information such as unit of measure or sales class are the defaults on the item master and item location records.
Note:  Price is the amount at which the item is sold. Cost is the amount at which the item is purchased or manufactured. Profit is the amount that is earned when the item is sold to the customer.

To order non-stock items, you must specify a unit cost. Unit cost is not required if you are creating a purchase order for the item. To order special items, you must specify an item identifier, unit cost, unit of measure, price, and a description. Unit cost is not required if you are creating a purchase order for the item.

Kit items Kits include multiple items. A kit may have items that you can add to the order as options or accessories. You can order these types of kits:
  • Make-to-order kits

    Make-to-order kits are assembled after defining an order for a kit item. A make-to-order kit consists of several components. Components that are not required are called accessories. Components can also have options, such as the color of the box. If you select a component with an option, then you must include the option.

  • Finished goods

    Finished goods are pre-assembled and are stocked as a complete kit item. All components are required in a finished good. Finished goods do not have accessories or options. Because there are no individual components, you define an order for a finished good similar to that of an inventory item.

Replacement items Replacement items are automatically used when the requested item is not in stock. For example, if you sell two models of a flashlight, then you can define the newer model as a replacement item for the obsolete model. When the obsolete model is not in stock, the newer model flashlight is automatically sent. The obsolete flashlight does not create a back-order, even if the order can use backorders. If the replacement flashlight is out-of-stock, then a backorder is created.

On replacement item per item can be defined when you set up an item master in Inventory Control.

Associated items Associated items are substitute or complementary items. You define associated items in Inventory Control:
Substitute items Substitute items are items that you can select to substitute for another item. For example, you can define blue mugs as substitute items for yellow mugs. If yellow mugs are not in stock, then you are prompted to substitute blue mugs. If the item substitution is not automatic, then you are given a choice.
Complementary items Complementary items are items that complement an item that is already on a customer order. For example, if a customer orders a kit for a model airplane, then a complementary item includes a modeler's glue. If an item has a complement that is assigned to it, then you are prompted to suggest the item to your customer. It provides upsale opportunities for your sales people.

See the Inventory Control User Guide.