Create Items

Create, edit, delete Items

Introduction Items are used in JobBag to identify and define charge rates for everything that is charged out on a per-unit basis. In the average studio such items include colour laser proofs, art materials, photocopies, burnt discs etc. Items are linked to kinds, and can only be created within a kind that has been set up with the

‘Include items within this kind’ option marked.

Generally, the kind that contains the items and the items themselves work together.

Example: Photocopies are items and are charged out on a price per unit basis. However, an employee performs the work of producing the photocopies. Whether or not the employee’s time is to be charged to the client, it is valuable to know how much time was devoted to the task so for that purpose the kind that contains the photocopy item is used

Notes: It is worth spending time and thought on creating item codes. Deleting an item code is only possible by assigning the records that use that item code to another item code

You can change descriptions and rates at any time as necessary.

JobBag is exceptionally flexible regarding items combined with kinds – it caters for all degrees of simplicity or complexity. Example: You may have only one charge rate for a laser proof or a photocopy. On the other hand, you may charge for such items according to different type and size specifications.

Remember: It is worth spending time and thought on creating item codes. Deleting an item code is only possible by assigning the records that use that item code to another item code.

Create Items Process

Follow these steps to create items – after creating categories and kinds.

Step 1. Click on Jobs / Kinds

Step 2 Select the category that has the kind that is to have items attached.

Step 3 Highlight the kind that the new item is to belong to.

Step 4 Select New Item from the pop-up list.

Step 5 Tab through the fields, entering information in the fields as required:

Editing Items

Follow these steps to edit items.

Step 1 Select kinds through the JobBag window

Step 2 Expand the category containing the kind that contains the item

Step 3 Highlight the item code and click the edit button

Step 4 Make whatever changes are required

Step 5 Click on “save” to save the changes to the item

Step 6 Procedure complete

Deleting Items

You can delete an item but you cannot delete a record that uses that item therefore when you instruct JobBag to delete an item you must select another item to assign those records to (costs, traffic activities, invoice lines, etc). You may know the item has not been used but JobBag insists that you select an item for the records to be assigned to IN CASE records are found during its search/delete process.

Important

1 This procedure may take a long time and cannot be reversed

2 Check the GL mapping for the two kinds involved; if not identical, unexpected results may occur in balances and reports

Follow these steps to delete an item.

Step 1 Select kinds through Jobs Bas window

Step 2 Find item to be deleted

Step 3 Click on delete button

A window will open with a list of items to merge the old into; select an item and click on SAVE.