Item Types are crucial for organising your inventory and defining item behavior within the HirePOS system. By categorising items into various types, businesses can streamline processes and manage inventory more effectively. This guide provides a comprehensive overview of how to set up and utilise Item Types efficiently.

When you create a new database in HirePOS, standard Item Types such as Hire, Sales, Cross Hired and Misc are included by default. These types can be customised to meet your specific business requirements.

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 finalise 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. These items will be tracked in Availability.

Cross Hired (Xhire) items are those which are hired from another company to fulfill a customer's hire when you:

• Do not have enough of your own item stock available.

• Lease the items from another business rather than buy them outright and share the revenue.

Cross hire costs can be configured as either a percentage against the cross hire owner or as a fixed cost against the rates and prices. Please see the help following guide: https://docs.hirepos.com/en/articles/9762305

To designate an item as a Cross Hire Item, check the Cross-Hire checkbox in the Item Type settings. These items will be tracked in Availability.

Sales (non-hire) items are either:

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

• "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, check the Non-Hire checkbox in the Item Type settings. These items will not be tracked in Availability.

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 categorising your items and understanding their behaviors, you can optimise your workflow and enhance overall operational efficiency.