Add Custom Item

Custom Item Setup

 A custom item is a non stock item or intangible item that does not form part of your stock holding or stock control. Typically a custom item will be used for expenses that you wish to run through the creditors module and generate Purchase orders for.

Custom items can also be used for small consumables, such as screws, washers, etc used in manufacturing that you do not necessarily control stock quantities on.

 

There are 2 methods to create a custom item:

1.      From Inventory Item setup

2.      From the GL account setup

 Custom item create from Inventory Setup:

 Should you not have access to the General Ledger module, you can create a custom item as follows:

Go to: Inventory Module > Configuration > Inventory Setup

 Click Add button

Enter a code

Enter a Description

 Select the category: Custom

 Enter any other relevant details such as group code, etc

 You can tick the “Hide from Sales” box, which will exclude this item of sales document searches.

 

 Click the more details tab

Select the required GL account for posting.

 This is the GL account that the GRV needs to be posted to.

Leaving the default account: Cost of Sales General will result in the GRV entry being posted to Cost of sales instead of the requires Expense Account.

 To search the required GL Account, click the long search icon

Then enter the account description

Click Search

Click Select

 

 

You will note the selected account is populated

Click Save

Enter a cost if required

Click Continue

Click save and close

 

To create a custom Item from General Ledger:

 Go to General Ledger Module

Configuration > General Ledger Account

 Search for the require GL account using the Tree structure, or

 Click the Search Tab

Enter the GL account Code or Description

Click Search

Edit the GL Account

 

 Click the Create Custom item Button

 

 You will notice all the details have been populated as per the setup shown in creating Custom item from inventory above

 

 

 Click Save And Close