How to quickly create an item

You can quickly create items from the sales quote and sales order. Suppose you want to create a new quote or order for a product that you have made before and expect to make more often. First, find the existing quote or order for this product and use it as a basis.

Step 1: Open an existing quote or order

Open an existing quote or order. It must consist of a description line (not an item). On the 'Pricing' tab in the line, you can see if and, if so, to which calculation this line is linked.

Step 2: Click on 'Create item'

Above the line, you will find the button Create item

• Create item. You can enter a unique item code here. If you have entered a drawing number in the line, it is presented here by default.
• Prices. You can set the price as a sales price agreement here, both generally and for the debtor. A price agreement always requires a start date. Is there a calculation present? Then this price can be taken as the net price of the item.
• Batch size. The number of products on the line can be saved here as the batch size of the item. The batch size is the quantity produced at one time.
• Bill of materials. You can make the connection with a bill of materials here. Options: None, New bill of materials, Existing bill of materials.
• Process groups. These are for financial processing: what bookings take place at different times?

Step 3: Create the item

By clicking OK, the item is created. Now open the module Items, where you can find the newly created item.