Types

Types are used for categorizing Invoice Items and Inventory Parts.  When creating or editing an Invoice Item or Inventory Part, there is a Type and Sub-Type field on the data entry form.  Both Types and Sub-Types are entered and maintained in the Ty...

To add an Item Type, from the main menu, arrive at the Items Types setup with this path: Setup > Items & Parts > Types > Items. The Types list will be displayed on the Items tab.   Click on the Add Type button at the upper left of the form.   Th...

If you need to delete an Item Sub-Type, click on the “+” symbol to the left of the Type which contains the Sub-Type you want to delete. Once the Sub-Types are displayed, click the delete button (trash can icon) on the Sub-Type you want to delete. ...

To edit an Item Type, from the main menu, arrive at the Items Type setup with this path: Setup > Items & Parts > Types. The Invoice Types list will be displayed.  Locate the Type you want to edit, and then click on the Edit button (pencil icon).  ...

To edit an Item Sub-Type, click on the “+” symbol to the left of the Type which contains the Sub-Type you want to edit. Once the Sub-Types are displayed, click the edit button (pencil icon) on the Sub-Type you want to edit.   The Edit Sub-Type f...

Once you have created Item Types and Sub-Types, you are able to link these to one or more Invoice Item records. To link an Item Type to one or more Item records, from the main menu, arrive at the Items Type setup with this path: Setup > Items & Par...