Misc Info

The Misc info tab is used to specify and configure additional, non-primary information and settings related to the item type. The following miscellaneous information can be specified from this tab:

Misc info tab

1. Default vendor: specifies the vendor from which the item type is most frequently ordered. This vendor will be loaded by default when generating purchase orders for this item type via the Items on job orders tab of the Purchasing menu.
2. Vendor code: specifies the code that the vendor uses to identify the item type in their internal system.
3. Track item quantity: if checked, allows the item type to be added to the inventory and to be displayed when routing job orders with this item type into services requiring item quantity updates.
4. Track inventory location: if checked, allows specifying the inventory location when adding the item type to the inventory.
   1. Default location: specifies the default inventory location when adding the item type to the inventory. This option is only shown if the Track inventory location option is enabled.
   2. Location path: a read-only field that displays the path through which the default inventory location of an item type can be accessed. This option is only shown if the Track inventory location option is enabled.
5. Reorder quantity: specifies the quantity that is reordered by default when the item type’s inventory quantity falls below the minimum inventory level.
6. Min/Max inventory level: specifies the minimum and maximum quantity that the item type should have on the inventory. If the inventory quantity falls below the minimum level, purchase orders can be automatically generated with the item type’s reorder quantity.
7. Can be assigned to user on JO: if checked, a user responsible for the item can be assigned when adding the item type to job orders.
8. Needs to be added to customer inventory: if checked, the item type’s inventory movements need to be assigned exclusively to a specific customer.
   1. Assign excl. to customer: This field is only available if the Needs to be added to customer inventory option is enabled. Specifies the customer to whom the item type’s inventory movements are assigned.
9. Is taxable: if checked, a sales tax will be applied to the value of the item type when invoicing it and the sales tax will be shown in a separate row on invoices.

Default attributes

The Default attributes tab is only available if a custom attribute list is assigned to the item type’s item group (the Group has custom attributes option is enabled and an attribute list is specified in the Custom attributes list field in the Main info section of the Item group details form).

The Default attributes tab lets you specify the default attribute values of the item type. These attribute values will be loaded automatically when adding the item type to various orders or to the inventory, however they can be changed if required.

Default attributes tab