An Item is the machine, make and model. This is set up once per make/model. It defines if the machine is mono (black only) or colour, and what stock (typically toners, consumables, etc.) is related to this specific machine model.
An Item is used as a means of automating various functions within the system, including tracking and reporting. An Item can include related stock, such as consumables and parts, so the user is prompted with the related stock for that model to add to a consumable or service job. The Item also specifies what type of asset (machine) the Item is, so only relevant colour meter type options are shown when a colour machine is selected.
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Meter and consumable stock codes need to be set up as well, ensuring the correct meter type has been selected under the Contracts tab in the stock code header. |
Items are typically related to, and can be easily created from a particular stock. For example, I sell machine XYZ, so I have an XYZ stock code. Create an Item based on, and linked to this stock.
For older machines, or machines that are not sold but are under contract, create an Item directly.
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It may be helpful to read through all of the following setup details, then study the examples in order to fully appreciate the interdependence of the various components on each other. As with any complex system, it will provide the basic functionality with minimal setup, but requires a thoughtful approach to all setup options in to provide the fullest advantage. |
Further information