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Item Reference

ERPNext Manual Page

ERPNext Documentation

Buttons

View
A dropdown that offers access to the "Add / Edit Prices" button for updating the prices associated with this item.
Duplicate
A button that allows duplicating this Item.

Dashboard

See Dashboard Reference

Item Form

Faq

Not all the fields listed here are viewable for any given Item.

Unnamed Section

Hub Sync ID

ERPNext offers the option to sync an Item with a central Item repository for interoperability with other ERPNext installations. This field tracks the ID associated with the Hub Item. See the "Hub Publishing Details" Section for more details.

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Top Section

Series

ERPNext can be configured to use multiple naming schemes for naming Items on the fly, based on the value selected in the Series field.

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Item Code
Documents in ERPNext use Document name as the unique ID for the Document. Sometimes the Document name is editable. Items, however, must have a static name, which comes in the form of the Item Code.
Variant Of

If this Item was generated using an Item variant, the parent Item will appear here.

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Item Name
The actual name of the product or service.
Item Group
This field is used to categorize Items under various criteria.
HSN/SAC
Harmonized System of Nomenclature (HSN) and Service Accounting Code (SAC) for GST. These numbers are defined by the government and different items fall under different codes.
Is nil rated or exempted
For an Item under covered GST, with not tax applied to it.
Is Non GST
For an Item not covered under GST.
Is Item from Hub

For Items downloaded synced down from the Hub.

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Default Unit of Measure
The default measuring unit to use for this Item.
Disabled
A checkmark here will prevent the Item from being selected in any transactions.
Allow Alternative Item
Selecting this option allows creating and selecting alternative Item from the Item Alternative list. This is usefulfor manufacturing, when a specific Item or material may not be available.
Maintain Stock
Selecting this option will cause ERPNext to make a stock ledger entry for each transaction against this Item. It should not be checked if the Item is a non-stock (e.g. servie) Item.
Include Item In Manufacturing
This is used for Items that are used to create finished goods. Service items should leave this unchecked.
Opening Stock

The initial stock.

  • Hidden unless the Document is
    • new,
    • is a stock Item,
    • does not hav a serial number, and
    • does not have a batch number.
Valuation Rate
The way that the valuation of stock is maintained. FIFO or Moving Average.
Standard Selling Rate

Entering a value here will create an Item Price.

Only shown if the document is new.

Is Fixed Asset
Defines the Item as a company Asset.
Auto Create Assets on Purchase

This checkbox governs whether an Asset will automatically be generated when purchasing this Item.

Only shown if "Fixed Asset" is checked.

Asset Category

This field is not documented.

Only shown if "Fixed Asset" is checked.

Asset Naming Series

This field is not documented.

Only shown if "Fixed Asset" is checked.

Over Delivery/Receipt Allowance (%)

This field is not documented.

Only shown if the Document is not new.

Over Billing Allowance (%)

This field is not documented.

Only shown if the Document is not new.

Image

The image usd to represent the Item in ERPNext and on the website.

hidden

Dividers Reservation

Store
For reservations: the Dividers Store being reserved.
Chain

For reservations: the Dividers Store Chain of the Dividers Store bing reserved.

read-only

The "Dividers Reservation" section only displays if the "Item Group" field is set to "Dividers Reservation"

Reservation Details

Type
For reservations: the type of reservation.
Reservation Is Exclusive
For reservations: check if the reservation is exclusive.
Divider Type

For reservations: the Dividers Store Divider Type.

read-only

Surface

For reservations: the ad surface that is reserved (Face or Edge).

Set once

Spaces

For reservations: the number of spaces purchased for the given surface.

Set once

Period

For reservations: the install period (Cycle or Month).

Set once

Length

For reservations: the number of periods purchased. This field is used for validation purposes only, and no longer displayed after the Item is saved.

Hidden once saved.

Install Cycle
For reservations: the first cycle of the reservation.
Start Date
For reservations: the first day of the reservation.

The "Reservation Details" section only displays if the "Item Group" field is set to "Dividers Reservation"

Final

Final Ad Type

For finals: the Dividers Store Divider Type the final is designed for.

required

FInal Ad Surface
For Finals: the surface the final is designed for (Face or Edge).
Is CTA Final
For Finals: Checked means the final is a CTA ad, rather than a customer ad.
Reservations

For Finals: one or more reservation Items that this final will be used to fulfill.

hidden if "Is CTA Final" is checked.

Project

For Finals: one or more reservation Items that this final will be used to fulfill.

hidden if "Is CTA Final" is checked.

Task

For Finals: one or more reservation Items that this final will be used to fulfill.

hidden if "Is CTA Final" is checked.

The "Final" section only displays if the "Item Group" field is set to "Dividers Final"

Description

Brand
The brand the Item is sold under.
Description
The Item description. Default is the value of the "Item Code" field.

Barcodes

Barcodes
The Item barcode. Barcodes can be used to scan the Item into transactions. ERPNext accepts the 13 digit European Article Number (EAN) and Universal Product Code (UPC) barcodes.

Inventory

Shelf Life In Days
The number of days after which a product batch will be unusable. E.g. medicines.
End of Life

The date after which an Item is no longer usable.

Displayed if "Maintain Stock" is checked.

Default Material Request Type
When you create a new Material Request for this Item, the field set here will be selected by default in the new Material Request. This is also known as an 'indent'.
Valuation Method
The Item's valuation method (FIFO or Moving Average).
Warranty Period (in days)

The time period in which a purchased product may be returned or exchanged.

In order to track the warranty period, the Item must be serialized. When the Item is delivered, the delivery date and expiry period is saved in the Serial Number master. You can use the Serial Number master to track the warranty status.

Displayed if "Maintain Stock" is checked.

Weight Per Unit

The weight of one unit of this Item.

Displayed if "Maintain Stock" is checked.

Weight UOM

The Unit of Measure used internally for the Item. This can be different than the purchase UoM.

Displayed if "Maintain Stock" is checked.

Auto re-order

Reorder level based on Warehouse

Automatically re-order an Item based on the settings in this Table Field. Automatic re-order mus be enabled in Stock Settings. Auto re-order works by raising a Material Request for the Item once the a threshold trigger is reached. Users with the roles "Purchase Manager" and "Stock Manager" will be notified when the Material Request is created.

Note

Material Requests are generated at 12 midnight.

Check in (group)
Which Warehouse group to check the inventory levels against.
Request for
The Warehouse in which to stock received Items.
Re-order Level
The quantity that triggers the Material Request creation.
Re-order Qty

The number of units to be ordered so that the sum of ordering cost and holding cost is at its minimum. The re-order quantity is based on the "Minmimum Order Qty" specified by the supplier, as well as other factors.

The number of units actually ordered may not be the number indicated in this field. The re-order quantity is calculated based on lead time, discount, transportation, and average daily consumption.

Material Request Type
The type of Material Request created. This reflects whether the Item should be purchased, manufactured, or transfered from another warehouse.

Units of Measure

UOMs

Alternate UoMs for an Item.

UOM
The UoM.
Conversion Factor
The amount of the default UoM that yields this UoM.

Serial Nos and Batches

Has Batch No

Check to display options for the batch number, expiry date, and retaining sample stock. This cannot be activated if there are pre-existing transactions for this Item. In this case, you have to enter the serial numbers manually for every transaction.

Displayed if "Maintain Stock" is checked.

Automatically Create New Batch

Automatically create batch numbers according to a predefined foramt.

  • If you want to create manual batchnumbers, leave this field blank.
  • This setting overrides "Naming Series Prefix" in Stock Settings.

Displayed if "Has Batch No" is checked.

Batch Number Series

This is the prefix that will be applied to batch numbers. For example, if you set "5x1SCR", the first batch will be named "5x1SCR00001".

Displayed if the following fields are checked:

  • Has Batch No, and
  • Automatically Create New Batch.
Has Expiry Date

Create the batch number according to the expiry date, which can be set in the "Batch" master.

Displayed if "Has Batch No" is checked.

Retain Sample

Retain a minimum number of sample stock. You must set up a Sample Retention Warehouse in Stock Settings.

Displayed if "Has Batch No" is checked.

Max Sample Quantity

There is no description for this field.

Displayed if the following fields are checked:

  • Has Batch No, and
  • Retain Sample.
Has Serial No

Assign serial numbers to Items.

Displayed if "Maintain Stock" is checked. is_fixed_asset??

Serial Number Series

This is the prefix that will be applied to serial numbers. It will be creaed when you make transactions or manufacture items. For example, if you set the Serial Number Series to "AA", then the on the first transaction the serial number "AA00001" will be crated

Displayed if "Has Serial No" is checked.

This section is only displayed if the following options are checked: - Maintain Stock - Is Fixed Asset

Variants

Has Variants

Indicates that this Item is an Item Template. It will be used to generate Item variants based on Item Attributes.

Displayed if "Variant Of" is empty.

Variant Based On

Determine what the Item Variant is based on (Item Attribute or Manufacturer)

Displayed if "Has Variants" is checked.

Attributes

Select which attributes and values Item Variants will be generated from.

Displayed if one of "Has Variants" or "Variant Of" is checked and "Variant Based On" is set to "Item Attrubute".

Sales, Purchase, Accounting Defaults

Item Defaults
Company-wide transaction-related defaults for this Item.

Purchase, Replenishment Details

Is Purchase Item
If checked, this Item can be selected on purchase transactions.
Default Purchase Unit of Measure
The default UoM that will be used on purchase transactions.
Minimum Order Qty

The minimum quantity required on purchase transactions like Purchase Orders.

Displayed if "Maintain Stock" is checked.

Safety Stock

Part of the formula used in the report "Itemwise Recommended Reorder Level".

Reorder Level = Safety Stock + (Average Daily Consumption * Lead Time)
Lead Time in days
The number of days it takes for an Item to reach the Warehouse once it has been ordered.
Last Purchase Rate

The rate on the most recent Purchase Invoice for this Item.

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Is Customer Provided Item
Indicates if this Item is provided by a Customer. If checked, materials should be received through Stock Entry > Material Receipt, and the Customer field is Mandatory.
Customer

The Customer that provides this Item, if any.

required if "Is Customer Provided Item" is checked. hidden unless "Is Customer Provided Item" is checked.

Supplier Details

Delivered by Supplier (Dropship)
Whether the item is delivered directly by the Supplier to the Customer.
Supplier Items
Tracks part numbers by Supplier. Used in purchase transactions to fetch the Supplier Part Number

Foreign Trade Details

Country of Origin
The country from which the Item is sourced.
Customs Tariff Number
For reference to share with custom agencies.

Sales Details

Default Sales Unit of Measure
The default UoM that will be fetched on sales transactions.
Is Sales Item
Determins if this Item can be used in sales transactions.
Max Discount (%)
The maximum discount that can be selected for this Item.

Example

Paying up front for a yearly gym membership is an example of deferred revenue for the gym owner.

Deferred Revenue

Deferred Revenue Account

The account to place the deffered revenue in.

Displayed if "Enable Deferred Revenue" is checked.

Enable Deferred Revenue
Whether to track deferred revenue.
No of Months

The number of months to track the deferred revenue over.

Displayed if "Enable Deferred Revenue" is checked.

Example

Paying up front for a yearly gym membership is an example of deferred expense for the customer.

Deferred Expense

Deferred Expense Account

The account to place the deffered expense in.

Displayed if "Enable Deferred Expense" is checked.

Enable Deferred Expense
Whether to track deferred expense.
No of Months

the number of months to track the deferred expense over.

Displayed if "Enable Deferred Expense" is checked.

Customer Details

Customer Items
This Table Field tracks the Item Codes a Customer uses to track this item in their system.

Info

Item tax is only necessary if a particular item has a different tax rate than the rate defined in the standard tax account.

Item Tax

Taxes
The Item Tax Template(s) to apply to this item. Overrides the standard tax rate in the Taxes and Charges table.

Inspection Criteria

Inspection Required before Purchase
Whether an inspection is required prior to generating a Purchase Receipt.
Inspection Required before Delivery
Whether an inspection is required prior to generating a Delivery Note.
Quality Inspection Template

The Quality Inspection Template to use for inspections.

Displayed if either of these fields are checked:

  • Inspection Required before Purchase
  • Inspection Required before Delivery

Manufacturing

Default BOM

The default BoM used to manufacture this Item.

read-only

Supply Raw materials for Purchase
Indicates that raw materials will be provided to a vendor when subcontracting this item's manufacturing.
Customer Code

This field has no description.

hidden

Default Item Manufacturer

This field has no description.

read-only

Default Manufacturer Part No

This field has no description.

read-only

Displayed if "Maintain Stock" is checked.

Website

Show in Website

Check to display this Item on the website.

Hidden if "Variant Of" contains a value

Show in Website (Variant)

Check to display this Item Variant on the website.

Hidden if "Variant Of" is empty.

Route

This field has no description, but this is probably the route portion of the URL.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Weightage

The order the Item is displayed on the website. higher weights will be displayed first.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Slideshow

A Website Slideshow to display at the top of the Item's webpage. Exclusive with Website Image.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Website Image

An image to display at the top of the Item's webpage. Exclusve with Slideshow.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Image Description
This field has no description.
Thumbnail

This field has no description.

read-only

Website Warehouse

The warehouse to use for transactions from the Item's webpage.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Website Item Groups

The Item Group(s) the website Item will be classified under on the website.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Set Meta Tags

SEO meta tags.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)

Website Specifications

Copy From Item Group

The "Website Specifications" details will be fetched as set in a specific Item Group chosen on the previous section.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Website Specifications

The label and label description for the item. For example, "Warranty: 1 year".

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Website Description

Additional descriptive text that appears on the Item website page.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Website Content

CSS styling to include on the Item website page.

Hidden unless one of these fields are checked:

  • Show in Website
  • Show in Website (Variant)
Total Projected Qty

There is no description for this field.

  • hidden
  • read-only

Info

The "hub" is a free online marketplace where Suppliers and Customers can transact. If both parties use ERPNext, transactions happen seamlessly. Visit it here: https://hubmarket.org.

Hub Publishing Details

Publish in Hub
Whether to publish the item in the hub. If the item is published, a Sales Order is automatically generated for the Supplier when a Customer creates a Purchase Order.
Hub Category to Publish

This field has no description.

read-only

Hub Warehouse
The Warehouse to maintain stock for hub transactions.
Synced With Hub

This field has no description.

read-only