Item Types play a vital role in structuring your inventory and determining the behavior of items within the HirePOS system. By categorizing items into various types, you can streamline processes and manage your inventory more efficiently. This document provides a comprehensive guide on 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. However, these types can be customized to meet your specific business needs.

To set up Item Types, follow these steps:

1. Navigate to Setup > Item Related > Item Types.

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

3. Enter a unique name for the Item Type.

4. If the type is for hire items, check the Hire Item checkbox.

5. The Component checkbox will hide the item from the preview/PDF of Quotes, Bookings, Tax Invoices etc. to the end customer, so long as the line total is $0.00. However, the item will still appear on Delivery Dockets, Pickup Dockets, and any other report for tracking purposes.

If the Hire checkbox is not selected, the item will be treated as a consumable (Sales) item, meaning it will be sold outright and deducted from stock.

Sales items require inventory tracking. To designate an item as a sales item, simply uncheck the Hire Item checkbox in the Item Type settings.

Non-Stock items do not require inventory tracking and are typically used for intangible charges, such as delivery fees or damage waivers. To create a Non-Stock Item, follow these steps:

1. Edit an existing item or create a new one via Setup > Items.

2. Ensure the Item Type selected is not for hire items.

3. Check the Non-stock checkbox under the Configuration section.

4. Click Save Changes.

Here are some common scenarios for Non-Stock items:

Damage Waiver items waive compensation for equipment damage or theft. To set up a Damage Waiver item, follow these steps:

1. Go to Setup > Items.

2. Create a new item with a description and code.

3. Select a Non-Hire Item Type.

4. Check the Non Stock checkbox.

5. Configure the percentage calculation for the Damage Waiver.

The Component checkbox is a special function that will cause any items with this type that also have a $0.00 value to be hidden on the invoice, but still remain on the delivery and pickup dockets. Commonly used with marquees, scaffolding, and others as part of a package.

Properly configuring Item Types in HirePOS is essential for efficient inventory management and accurate tracking of items. By following the guidelines outlined in this document, you can optimize your item organization and enhance your overall workflow.