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: I nventory 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 Ledge r: 

   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 

   

   

  Clic k Save And Close