Sage 50 Inventory Setup – STEP 4 – The Item Type Field

The type of an item in Sage 50, when created, is limited to very generic names, such as Non-stock, stock, and Service. 

Sometimes, it is required for a more specific Type to be assigned to item. 

The Item Type Field allows for this.

sage 50 us set item type

There are many different reasons to use the Item Type field:

  1. Quantity Pricing*:  AccuPOS allows the spanning of discount across several different items for a specific period of time.  For example, say all Pepsi 1 Liters are 2 for $3.  If you buy one Pepsi 1L and 1 Diet Pepsi 1L, the total will be $3.  You can assign both those items in Sage 50 the same Item Type and inside AccuPOS Retail Management, a sales price can be created for that type.

  2. Percentage Discounts*:  Just like quantity discounts, AccuPOS allows percentage discounts as well.  For example, all Pepsi products are 10% off for a limited time.  You can assign all items inside Sage 50 that fit that description with the same Item Type and inside AccuPOS Retail Management, a percentage sales price can be created for that type.

  3. Follow-on Items*:  Automatically apply items to a transaction when a certain item is sold.  For example, an item of Item Type DEPOSIT could be attached to a bottled beverage where an environmental deposit is required by law.  AccuPOS can automatically add on the deposit whenever the item is old at the Point of Sale.

  4. Operator Messages*:  Based off a specific Item Type, AccuPOS can display an operator message whenever a particular item is sold.  For example, assign all alcohol a specific Item Type so that whenever an alcoholic item is rung in at the Point of Sale, a message will appear for the cashier to check for ID.

  5. Alternate Taxing*:  AccuPOS will allow you to set different tax rates for different items based solely off the Item Type.  For example, all food items are taxed at 6% but all alcohol is taxed at 7%.

  6. Customized Reports:  Using either the built in AccuPOS reports feature or by using a custom report with Crystal Reports and Microsoft Access, item activity can be view based off the Item Type.

  7. Food Stamps*:  AccuPOS Retail can only accept Food Stamp items based off a user-defined Item Type for all Food Stamp items.

  8. Remote Printing**:  AccuPOS can use the Item Type field to remote print specific items when sold.  For example, items of Item Type Food will be remote printed to the kitchen printer while items of Item Type Bar will be remote printed to the service bar printer.

  9. Scaleable Items:  If an item is to be weighed at the Point of Sale, the Item Type assigned to that item must have /# somewhere in the Item Type field.  When imported into AccuPOS, it will be read as a scaleable item.

  10. Non-Discountable Items:  If an item is to not be discounted, say a really expensive bottle of wine, than that item must have /d somewhere in the Item Type field.  When imported into AccuPOS, it will never be discounted through a percentage discount at the Point of Sale.

 *For more information, please refer to the AccuPOS Retail Management Setup Guide.

**For more information, please refer to the AccuPOS Remote Printing Module Setup Guide

It is important to note that Item Type is case sensitive. 

A Item Type of Bar and a Item Type BAR are two different types according to AccuPOS. 

Take extra care to make sure that when applying a Item Type to an item, the case is the same.

 


NEXT is Step 5: The Custom Field Choices