ID

Displays the ID number assigned to the item by the system.

Active

Check indicates the item is active and will appear in the order form. No check indicates the item will not appear.

Manufacturer

Select the manufacturer for the item from the list.

Category

Select the category that the item is in from the list.

Model

Enter the model number to be displayed in the system.

Primary

Check indicates the item is primary equipment. The item appears as an option for the equipment list of an order.

No check indicates the item is not primary, such as an accessory.

Mfg Item#

Enter Manufacturer’s number for the item.

Description

Description of the item. Appears in the equipment list for an order.

Tech Required

Check indicates a technician is always required for installation.

No check indicates a tech is not required.

Networked

Check indicates this item must be networked.

No check indicates this item is not in a network.

Exclude from GP Calc

Check indicates this item is not in the calculation of the Gross Profit.

No check indicates the item is in the calculation.

OMD Product Code

Enter the product code for this item in OMD.

Segment

Select the segment that this item is part of.

Power Supply

Select the Power Supply that the item uses.

Representative Units

Number of units of this item that are required.

Work Space

Enter the Width, Depth, Height, and space Behind the item that is required to install the item.

Machine Space

Enter the Width, Depth, Height, and Weight of the item.

Footnotes

Enter information about other items that are required with this item. (Displayed in the equipment lookup of an order.)

General Notes

Enter general information for all installations of this item.

Pick Up Info

Enter any information needed for pick-up of this item.

Pre-Installation Notice

Enter any information that is always required prior to installation of this item.

Configuration Instructions

Enter any configuration requirements for this item.

General Pricing

Pricing Information

Enter any information a user may need when pricing this item on a proposal/order.

Service Pricing

Select the type of service pricing for this item.

MSRP

Manufacturer’s suggested retail price for the item.

Adjustments
(Displayed in proposal/order form.)

Delivery Fee

Enter the normal delivery fee for this item.

IT Connectivity

Enter the normal fee for setting up connectivity.

Dealer Cost

Dealer Cost

Enter the Dealer cost for the item.

Out Cost

Enter the cost for the item to go out.

Manager Price

Enter the price for this item that would require a manager’s approval.

Sales Rep Pricing
(Fields exist for each pricing level configured in the system.)

Enabled

Check indicates the pricing level is enabled for this item.

No check indicates the pricing level cannot be used for this item.

Calculate

Check indicates the price will be calculated based on the value in Mark Up Pct.

Mark Up Pct

Enter the percentage to mark up the item.

Sales Rep Price

Enter the price for the Sales Rep.