Item Types play a vital role in structuring your inventory and determining item behavior within the HirePOS system. By categorizing items into various types, you can streamline processes and manage your inventory more efficiently. This guide explains how to set up and utilize Item Types effectively.

When you create a new database in HirePOS, standard Item Types such as Hire, Sales, and Misc are included by default. These can be customized to suit your specific business needs.

To set up Item Types, follow these steps:

1. Navigate to the Item Types Setup:
   Go to Setup > Item Related > Item Types.

2. Create or Edit an Item Type:

   • Click + New Item Type to create a new type, or select an existing type to edit.

   • Enter a unique name for the Item Type.

3. Configure Item Behavior:

   • Enable the Hire Item checkbox: Select this if the items in this type will be hireable.

   • Enable the Component checkbox: Use this for items that should be hidden on invoices but remain visible on delivery and pickup dockets. (See details below.)

4. Map to Accounting Codes (Optional):
   If you map items to your accounting system at the Item Type level, add the appropriate Income (and Expense) account codes.

5. Save Your Changes:
   Click Save to finalize the setup.

• When enabled: Items in this type will be treated as Hire Items—assets that are temporarily unavailable during the hire period.

• When disabled: Items in this type will be treated as Sales Items (or non-stock items).

Hire Items are defined as "tangible items that both go out and come back." Examples include equipment, tools, and vehicles.

Key features:

• Availability: When hired, these items become unavailable for the hire period.

• Bulk Items: For items with quantities greater than one, only the hired quantity is marked as unavailable, leaving the remainder available for hire.

To designate an item as a Hire Item, ensure the Hire Item checkbox is selected.

Sales (non-hire) items are either:

1. "Tangible items that go out and are not expected to come back" (e.g., consumables).

2. "Non-tangible items" (e.g., services or fees).

Key features:

• Inventory Tracking: Sales items have their quantities deducted from inventory when sold.

To designate an item as a Sales Item, uncheck the Hire Item checkbox in the Item Type settings.

The Component checkbox is a special function designed for items that should not appear on invoices under certain conditions.

• Items marked as Component will be hidden from invoices if their price is $0.00 or not assigned.

• These items will still appear on delivery and pickup dockets for operational clarity.

• If a price is assigned to the item on the invoice, it will be displayed to ensure the grand total matches.

This feature is commonly used for items like marquees or scaffolding that are part of larger packages, where individual components may not be separately billed but are essential for logistical documentation.

Properly configuring Item Types in HirePOS is essential for efficient inventory management and accurate item tracking. By categorizing your items and understanding their behaviors, you can optimize your workflow and enhance overall operational efficiency.