Item Components

Edited

The "Component" functionality in HirePOS is designed to streamline the presentation of certain items in various documents such as Quotes, Bookings, and Tax Invoices. This feature allows businesses to manage how item details are displayed to customers, ensuring clarity and simplicity. This article will explain the purpose of the Component function, its common use cases, and how to set up an item as a component.

What is a Component?

A "Component" is a specific function within HirePOS that enables items marked with the "Component" option to be hidden from certain documents, including Quotes, Bookings, and Tax Invoices, provided they have a $0.00 invoice line value.
However, these items will still be visible on Delivery Dockets and Pickup Dockets and any other reports.

Common Use Cases

Components are particularly useful in scenarios where items are part of a larger package.
For example:

  • Marquees

  • Scaffolding

  • Any item used to complete a job that is tracked but not charged out.

In these cases, the end customer only needs to see a concise description of the package, while the detailed breakdown of the individual components remains hidden from the Quote, Booking, or Tax Invoice.

Setting Up an Item as a Component

To designate an item as a component, you must ensure that the Item Type field in the item setup details screen is set to an item type that is classified as a Component.

How to Configure Item Types

Item Types can be configured through the following steps:

  1. Navigate to Setup.

  2. Select Item Related.

  3. Click on Item Types.

In the item types list, you will find a "Component" column, which will display a green tick if the item type is designated as a component.