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Topic:
Products/Services > Working with Items
Charge Items represent any charge that is not a Service or a Product. For example, postage and packing, additional maintenance costs etc.
Prerequisites
Using salesorder.com the basics
Creating a new Charge Item
To create a new Service Item either use the Items Shortcut, or from the Explorer click Products/Services->Items and click 'New Item' from the Item List.
The New Item Page will now be displayed. Simply click on 'Charge Item' to display a new Charge Item Document.
Charge Item Key Facts
| • | The Item Code (sometimes called the Product Code) and Description are mandatory fields. These will appear on the Transactional Document (e.g. a Sales Invoice/Timesheet) when the associated Line Item is selected. |
| • | The Item Code has to be unique. You will get an error on saving the Item if it is not. |
| • | You can choose if you want the price/cost to be as a percentage (e.g. 10%), or as an absolute value by using the 'Charge as a percentage' field. |
| • | You enter the default sale price on the Sales/Prices tab. You enter the default purchase cost on the Purchasing/Costs tab. These prices/cost will automatically appear on sales/Purchase documents respectively when the associated Line Item is added. For more information see Entering Line Items. |
| • | You can specify cross/up-sell information in the 'Cross/Up-sell Information' tab. If you enter information here corresponding Line Items will display a  icon indicating there is associated information. Clicking on the icon will popup the Item information. |
| • | Use the Classification tab to specify the Item's associated Categories and Attributes if any. |
| • | You can use the Images tab to upload images of the Product. |
Related tasks and information
Working with Items
Working with Transactional Documents
Entering Line Items
Working with Item Categories
Working with Item Attributes
Working with Price Levels
Configuring Accounts
Working with the Chart of Accounts
Working with Classifications
Importing Data
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