Sage 50 US – Item Setup for Retail – Non-inventory step-by-step instructions

non inventory

  1. A non-inventory item could be a service such as gift wrapping, massage or repairing a watch, and may also be items that are too small/numerous to make inventory tracking worthwhile, such as pencils, marbles, refrigerator magnets, etc.

    Essentially anything you want to track the sales of, but do not want to or cannot track the quantities on hand.

    Go to Lists  Inventory & Services  Inventory & Services – The Item List window appears.

    .menu inventory services

  2. Click on New

    new inventory item

  3. The New Item window appears.

    Generally, the Item ID will be the identifying code or abbreviation of the item.

    The Description provides for a more detailed description of the item.

    Select Non-Stock Item from the Item Class pull-down.

    gift wrapping item

  4. Fill in the Description for Sales. This will be printed on the customer’s receipt. Note: only the first 25 characters will be printed.

    The Price Level 1 will determine the default sales price when the item is sold though the POS.

    The GL Sales Account is also important it will enable you to get a breakdown of income when running profit and loss reports. An example of an Account would be ‘Food’, ‘Clothing’, ‘Snacks’, ‘Jewelry’, etc. Here we’ll use ‘Services’.

    The Item Tax Type will determine if the item is to be taxed at the Point of Sale. Please note that AccuPOS does not utilize Sage 50 alternate tax rates.

    gift wrap description

    UPC/SKU: if needed, this is the barcode number that the scanner uses to link up the item for sale and the POS station.

ITEM TYPE: when you set up items in Sage 50, the custom field TYPE will be used to categorize each item into a general group.

We recommend you write down your list of general item TYPEs, i.e. “FOOD”, “GENERAL”, “CLOTHING”, “DRINKS”, etc before you begin putting in individual items. Here’s we’ll use SERVICES.

You may create as many or as few item TYPEs as your retail store needs.

A report of “Sales by Item Type” will always be available in Management and will print on each server’s End-of-shift report.

giftwrapping item type