Each field in the Databook Item window is explained below.
General Tab
Item Name:Up to 80 characters may be entered as the name of the item.
UOM (Unit of Measure):The unit of measure must be the unit by which the item is priced. This field has a drop-down menu with options such as inch, foot, pound, etc. available. You can set up units of measure inFile > Maintenance > Materials & Service Mgmt > Units of Measure(see Units of Measure).
Favorite: An item can be designated or undesignated as "favorite" using this checkbox. Favorites are your most frequently used items. All of your favorite items can be accessed in the Favorites sidebar function (seeFavorites ). Items added to the Favorites file are still in the Items file--they are shown in green in the Items file to indicate they are also in Favorites.
Note: Items can also be added and removed from the Favorites file by using the Add/Remove Favorites function, which is only available on the pop-up editing menu (accessed with a secondary mouse click on an item). See Add/Remove Favorites.
Category:These are the Categories imported from the Estimation
program. Use to display the Categories
drop-down menu, then the scroll arrows to view the Categories. Select
a Category by highlighting it.
Subcategory:These are the Keys (Plumbing, Mechanical, or HVAC)
or Headers (Electrical) imported from the Estimation program. Use to display the Subcategories drop-down menu, then the
scroll arrows to view the Subcategories. Select a Subcategory by highlighting
it.
CostCode: An accounting code, usually determined by your accounting program, but you can set up any cost codes you want. Once you select a cost type, the cost codes set up for that cost type populate the drop-down menu for Cost Codes. Cost types and cost codes are set up underFile > Maintenance > Cost Codes(see Cost Codes).
Note: If a cost type is not selected, you will not be able to add or select a cost code--there will be no selections in the Cost Code drop-down menu.
Commodity Code:Commodity codes provide a way of grouping items. When an item is assigned a Commodity Code, it can be searched without knowing its manufacturer. For example, Commodity Code 6430 identifies tape; so when searching for tape items, all you have to do is select 6430 and all items assigned the 6430 Commodity Code will be found.
Author:The original database from which the item came (e.g., Estimation, Epic) or the person who added the item to the database.
Industry:The industry or trade in which the item is used (e.g., electrical, mechanical).
Source:How the item was imported (e.g., Estimation,TRA-SER) or another source that may have provided the item information (e.g., a local or mail order catalog).
Manufacturer:These are the Manufacturers set up in the Manufacturers
sidebar function. SeeManufacturers. Use to
display the Manufacturers drop-down menu, then
and
to view the Manufacturers. Select a Manufacturer
by highlighting it.
Catalog Number:The manufacturer's catalog number for this item.
UPC:Universal Product Code. Up to 11 characters.
User Data:A code you provide which is used to further define the item (e.g., warehouse location).
User Lookup:A unique identifier you assign to the item; can be compared to a manufacturer's catalog number. This is typically a short name to be used by your purchasing department, to provide a fast way of specifying an item. A sample User Lookup could be "EMT-50" for 1/2"EMT.
Vender Code:Vendor code is the code number the vendor uses for this item.
Buyer Code:Buyer code is the code your pricing service uses for this item.
Price Tab
Tax Profile:Each item can be assigned its own Tax Profile to be used in the Materials Management plug-in when an item is added to a purchase order. The choices that appear in this list are set up in the Tax Profiles file (File > Maintenance > Tax Profiles). See Tax Profilesin theSetting-Up Estimation.
Purchasing Price:The manufacturer's price for this item.
Price Per:This refers to the number of items included in the Estimated Price. For example, if the Estimated Price is 12.00 and Price Per is 100, then the item is sold in a group of 100 items for $12.00; Estimated Price of 35.95 with a Price Per of 12 means $35.95 per dozen.
Discount %:Manufacturer's discount percentage.
Labor Tab
Labor Hours: The number of labor hours.
Labor Price: The price per hour that labor costs.
Notes Tab
ITEM NOTES: Here, you can enter any further information about the item. Item notes can be viewed in the grid by displaying the Notes column (see Customize Columns in the Standard Functions section) or by using the View > Notes command.