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Creating account-wide item settings

You can establish some default settings for all new items that are created.

Written by David Lorbiecke

Save yourself some time when creating products and materials by creating a default setup for usability, tracking, and units of measure.


Default setup

If you head to Settings > Company settings > Default setup, you'll find the option to check/uncheck how each newly created product and material can be used.

If checked, newly created products/materials:

  • Sell: Can be added to sales orders/quotes

  • Buy: Can be added to purchase orders/outsourced purchase orders

  • Make: Can be added to manufacturing orders (requires Manufacturing Management add-on)

  • Kit/bundle: New products are part of a kit/bundle by default

Tracking

If you want items to have a specific type of tracking by default, you can set that here.

Unit of measure

Determine the default UoM for all newly created products and/or materials.


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