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Item Class

Overview

Item Class is a function of the Inventory module of SalesPad Cloud. Item Class is a way to group like items together for visibility and reporting, and a way to make it easier to set up new items by rolling down class defaults. For example, when creating a new item, item valuation method, tax information, and accounts can be defaulted in based on the Item Class selected. Item Classes can also be mapped to a QuickBooks Online Account Classes, which are used on all financial transactions on items within each Item Class, resulting in more detailed reporting options within QuickBooks Online.

Note: We recommend having Track Classes enabled in QuickBooks Online so that SalesPad Cloud can pass along class information for financial/account class reporting in QuickBooks Online.

To get started, select Item Class from the Settings menu. 

Navigation Menu
Item Class
Create an Item Class

To create an Item Class, click the New Item Class button in the upper left-hand corner of the screen.

The Create Item Class drawer will appear. Fill out the information fields in this drawer. 

For a brief explanation of the different information fields in the Item Class drawer, click here:

Item Class

Item Class - Allows you to assign a name to the Item Class

Account Class - Designates the QBO parent account for the Item Class

Item Type - Indicates whether the Item Class is categorized as Inventory, Non Inventory, Service, or Other Charge

Serial Lot Type - Indicates whether the Item Class is categorized as Serial, Lot, or neither

Taxable - Determines whether or not the Item Class is taxable

Uofm Type - Indicates the default Unit of Measure for this Item Class (items within a Beverages Item Class might have Liters as the Uofm)

Selling Uofm - Indicates the Unit of Measure this Item Class is sold by (Beverages might be sold by the Pint)

Purch Uofm - Indicates the Unit of Measure this Item Class is purchased by (Beverages might be purchased by the Kiloliter)

Valuation Method - Allows you to choose between a FIFO, LIFO, Average, or Standard valuation method for this Item Class

Income Account - Indicates the QBO account that registers income for this Item Class

Expense Account - Indicates the QBO account that registers expenses for this Item Class

Asset Account - Indicates the asset account associated with this Item Class

Weight Uofm - Indicates the Unit of Measure with which is Item Class is weighed 


 

When you've finished entering your information, click Save.

Back to Navigation Menu

Edit an Item Class

To edit an existing Item Class, first select the Item Class from the list on the left-hand side of the Item Class Screen.

Once you've selected the Item Class you want to edit, make your changes in the information fields on the right-hand side of the screen.

When you've finished making your changes, click Save

To make an Item Class inactive, check the Inactive box in the upper right-hand corner.

Back to Navigation Menu

See it in Action

Item Classes are assigned to Items in the New or Edit Item drawers.

Back to Navigation Menu

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