Miscellaneous

This section documents static and semi-static configuration objects you should set up before daily operations. Each entry follows the same structure: Overview / Where to Access / Key Attributes / Creation Workflow / Key Functions / Best Practices.

General Overview

These master data objects are baseline; ianaiERP supports adding and customizing additional attributes and entities to match each client’s workflow

1) Account

Overview

Chart of accounts records used by items and transactions for posting (assets, income, expenses, etc.). Define once and reuse across the system.

Where to Access

Miscellaneous → Account

Key Attributes

Name : Display name of the account.
Type : One of the standard account types in your chart of accounts (Bank, Accounts Receivable, Fixed Asset, Other Asset, Equity, Income, Cost of Goods Sold, Expense, Accounts Payable, Credit Card, Long-Term Liability, and a few others).
Parent Account (optional) : Nests this account under another for subtotaling.
Number : Optional account code, up to 20 characters.
Opening Balance : Entered when the account is created.
Currency : Only appears if your company uses multi-currency and the account type carries a balance. Choosing a non-default currency here also asks for an Exchange Rate.
Description : Internal notes.

Creation Workflow

Go to Miscellaneous → Account → Add New.
Enter Name, Type, and Opening Balance; add Parent Account/Number/Currency/Description as needed → Save.

Key Functions

Map item posting (Asset/COGS/Income/Expense) during item setup.
Select on transactions where manual account selection is needed.

2) Bin Location

Overview

Sub-locations inside a location (aisle, row, shelf, floor stack) for granular storage and picking.

Where to Access

Miscellaneous → Bin Location

(Enable Bin Tracking on the target Location first: Settings → Company → Locations → edit the location → Bin Tracking ✓)

Key Attributes

Name : Unique identifier for the bin (allow prefixes for multi-site).
Location : The parent bin-tracked location (required).
Zone (optional) : Groups bins into a picking zone.
Bin Type : Standard / Bulk / Floor / Pallet / Staging.
Bin Status : Available / Damaged / Quarantine / Reserved / Maintenance.
Velocity Classification (optional) : A / B / C, for pick-frequency planning.
Max Weight / Max Volume (optional) : Capacity limits.
Pick Path Sequence / Sort Order (optional) : Controls picking and display order.
Default Bin (optional) : Marks this as the location's default bin.
Description

Creation Workflow

Make sure the Location is bin-tracked (Settings → Company → Locations → edit → enable Bin Tracking).
Miscellaneous → Bin Location → Add New → fill in Name, Location, and the attributes above → Save.

Key Functions

Default bin on items; appears on receipts, transfers, picks, shipments.
Bin-to-bin and site transfers respect From/To Bin.

3) Class

Overview

Tag for reporting and segmentation (e.g., product line, cost center).

Where to Access

Miscellaneous → Class

Key Attributes

Name : Identifier shown on forms and reports.
Description : Internal notes.

Creation Workflow

Miscellaneous → Class → Add New → enter Name and Description → Save.

Key Functions

Assign on items and transactions for sliced reporting.

4) External Channel

Overview

A simple named tag for labeling where an order came from (e.g., a webstore, marketplace, or manual entry). It does not configure an integration itself — actual storefront connections (Shopify, BigCommerce, etc.) are set up separately under Settings ▸ Connections.

Where to Access

Miscellaneous → External Channels

Key Attributes

Name : Display label (e.g., "Amazon", "Retail Store", "Wholesale").
Description : Optional notes.

Creation Workflow

Miscellaneous → External Channels → Add New → enter Name and Description → Save.

Key Functions

Tag orders by channel; drive channel-specific pricing/rules.
Filter dashboards and reports by channel.

5) Department

Overview

Organizational unit (e.g., Production, QA, Sales) used for responsibility and reporting.

Where to Access

Miscellaneous → Departments

Key Attributes

Name, Description

Creation Workflow

Miscellaneous → Departments → Add New → fill fields → Save.

Key Functions

Stamp on transactions (e.g., builds, POs) for departmental views.

6) Payment Method

Overview

Defines how payments are tendered/received on sales and purchases.

Where to Access

Miscellaneous → Payment Methods

Key Attributes

Name : Display label you choose (e.g., "Cash", "Visa", "Company Check").
Type : Cash / Check / Credit Card / Non-Credit Card.
Description : Optional notes.

Creation Workflow

Miscellaneous → Payment Methods → Add New → fill fields → Save.

Key Functions

Default onto receivables/payables documents; filter receipts.

7) Sales Rep

Overview

Maintains the roster of sales representatives for assignment, reporting, and commission tracking (if used).

Where to Access

Miscellaneous → Sales Reps

Key Attributes

Type : Employee or Vendor — a Sales Rep is always linked to one of your existing Employee or Vendor records, not a freestanding name.
Employee or Vendor : Whichever the Type selects; name, email, and phone are pulled from that record.
Commission Rate (optional) : Percentage, 0–100.
Active

Creation Workflow

Miscellaneous → Sales Reps → Add New → fill fields → Save.

Key Functions

Assign on customers and sales transactions; filter dashboards.

8) Ship Method

Overview

Named shipping methods combining carrier and service for consistent selection and rating/labeling.

Where to Access

Miscellaneous → Ship Method

Key Attributes

Name : e.g., UPS Ground, FedEx 2Day.
External Channel : The store/marketplace this ship method applies to (required).
Carrier / Service : The carrier and service level, e.g., UPS / Ground.
Package (optional) : A saved package to use with this method.
Description

Creation Workflow

Miscellaneous → Ship Method → Add New → select External Channel and Carrier/Service, add a Package if needed → Save.

Key Functions

Default onto orders/shipments; used in rate shopping and labels.

9) Tax Code

Overview

Tax application code selected on items and customers; determines which tax agency/rates apply.

Where to Access

Miscellaneous → Tax Code

Key Attributes

Name
Tax Type : Sales, Purchase, or Both — controls whether the code can be used on sales lines, purchase lines, or either.
Sales Tax Rate % / Purchase Tax Rate % : The rate(s) this code applies, matching the Tax Type.
Tax Agency (optional) : Who this tax is remitted to.
Tax Group (optional, advanced) : Combine several named rates from different agencies under one code — e.g., State + City + County — instead of a single flat rate. Each rate in a group can carry its own effective dates, and a rate can be "versioned" to record a future rate change while keeping the history.
Description

Creation Workflow

Miscellaneous → Tax Code → Add New → name it, choose the Tax Type, and enter the rate(s) — or turn on Tax Group to build a multi-rate code → Save.

Key Functions

Appears on sales/purchase lines to compute tax.

Best Practices

Create explicit exempt codes (e.g., OUT-OF-STATE , RESELLER).

10) Tax Agency

Overview

Authority you report and remit taxes to.

Where to Access

Usually created inline from the Tax Agency picker on the Tax Code form, rather than as its own Miscellaneous list.

Key Attributes

Name
Tracked on Sales / Tracked on Purchases : Whether this agency's tax applies to sales, purchases, or both.
Sales Tax Account / Purchase Tax Account : The accounts this agency's tax posts to.
Recoverable (Purchase Tax) : Turn on for VAT/GST-style tax you reclaim; leave off for a sales tax you simply expense.
Rounding Method : How fractional tax amounts round.
Description

Creation Workflow

Add it inline from the Tax Agency field on a Tax Code, or fill in these fields directly if you found it elsewhere in Miscellaneous → Save.

Key Functions

Used by Tax Codes and Rates to route liabilities.

Best Practices

One agency per jurisdiction/registration to keep filings clean.

11) Tax Rate

Overview

Percentage rate tied to an agency (and often a code) with effective dates.

Where to Access

Reached mainly through Tax Code, or through the separate Sales Tax setup wizard, rather than a standalone Miscellaneous list.

Key Attributes

Name
Agency (optional) : Link to a Tax Agency.
Rate %
Effective From / Effective To
Jurisdiction : A label and level describing where this rate applies (e.g., a specific state, county, or city).
Tax Type
Return Box : Maps this rate to a box on a tax return filing, where applicable.
Sourcing : Whether the rate is based on the destination or origin of the sale.
Description

Creation Workflow

Set Agency, Rate, effective dates, and jurisdiction/filing details → Save.

Key Functions

Engine uses the active rate per date/jurisdiction during tax calc.

12) Payment Term

Overview

Defines due dates and early-payment discounts for AR/AP.

Where to Access

Miscellaneous → Payment Term

Key Attributes

Name : e.g., Net 30, 2% 10 Net 30.
Due Basis : What the due date counts from — Invoice Date, Ship Date, Delivery Date, or End of Month.
Due Days : How many days after the Due Basis payment is due.
Discount % / Discount Days (optional) : Early-payment discount terms.

Creation Workflow

Miscellaneous → Payment Term → Add New → name it, choose the Due Basis, set Due Days (and optional discount) → Save.

Key Functions

Defaults on customers/vendors; drives due dates and aging.

13) Units of Measure (UOM)

Overview

Base and alternate units for buying/selling/stocking items with conversions.

Where to Access

Units of Measure is a plan feature — your subscription must include it for this menu to appear (contact support if you don't see it).
Define units: Miscellaneous → Units of Measure
Per-item setup: Inventory → Items → Base UOM + Custom UOMs

Key Attributes

UOM (global)

Abbreviation (required, up to 20 characters)
Description (required)

Per Item

Base UOM : Smallest common unit (not changeable after set).
Custom UOMs : UOM, Conversion (to base), optional Sales Price / Purchase Price overrides.

Creation Workflow

Miscellaneous → Units of Measure → Add New (as needed) — only available if your plan includes this feature.
Inventory → Items → set Base UOM → Custom UOMs → Add UOM with Conversion (and optional price overrides) → Save.

Key Functions

For details, please visit UOM

14) Vendor-Item Catalog

Overview

Per-vendor purchasing details per item (vendor PN, UOM, conversion, price, lead time). Drives PO autofill.

Where to Access

Miscellaneous → Vendor Item

Key Attributes

Item
Vendor
Primary : Preferred source toggle.
Vendor Part Number
UOM / UOM Conversion : Vendor’s unit and conversion to base.
Unit Purchase Price

Creation Workflow

Option A — From Item

Inventory → Items → edit → set Preferred Vendor and Vendor Part Number → Save.

Option B — Catalog

Miscellaneous → Vendor Item → Add New.
Select Item, Vendor, (optional Primary), Part Number, UOM/Conversion, Unit Purchase Price → Save.

Key Functions

For details, please visit Vendor-Item Catalog

15) Workforce

Overview

Factory and field-service personnel used for routing operations, work assignment, and production tracking. Only available if your plan includes Project or Field Service.

Where to Access

Miscellaneous → Workforce

Key Attributes

Type : Employee or Vendor — a Workforce record is always linked to one of your existing Employee or Vendor records, not a freestanding name.
Employee or Vendor : Whichever the Type selects; email and phone are pulled from that record and can't be edited here.
Work Center (optional, set when creating) : Where this person is assigned. Moving them to a different work center later is done from the Resources page, not by editing this record.
Hourly Rate (optional)
Skills / Certifications (optional) : Tag relevant skills and record certifications with an issuer.

Creation Workflow

Miscellaneous → Workforce → Add New → choose Type (Employee or Vendor) and the record, set Work Center/Hourly Rate/Skills as needed → Save.

Key Functions

Assign in production contexts (sign-on to operations; cost capture if used).

16) Customer Type

Overview

Segmentation bucket for customers (Wholesale, Retail, VIP, etc.) used for pricing and reporting.

Where to Access

Miscellaneous → Customer Type

Key Attributes

Name
Description

Creation Workflow

Miscellaneous → Customer Type → Add New → fill fields → Save.

Key Functions

Filter and report by type; use as a target in Price Rules.

17) Project Code

Overview

Project/job identifier to tag costs and activities across documents.

Where to Access

Miscellaneous → Project Code

Key Attributes

Name
Description

Creation Workflow

Miscellaneous → Project Code → Add New → fill fields → Save.

Key Functions

Select on builds, POs, SOs, etc. for project roll-up views.

18) Custom Fields

Overview

Add tailored data fields to items, transactions, and other records. Values can flow to child transactions, lists, exports, and templates.

Where to Access

Miscellaneous → Custom Fields

Key Attributes

Field Label : Unique name.
Field Type : Text / Number / Money / Date / Boolean / Choice / Multichoice / List / Calculation.
Default Value (optional)
Required (optional)
Entity Names : Select which entities (Inventory, Sales, Purchasing, Manufacturing, Shipping, etc.) the field applies to.
Choices : Options for Choice/Multichoice.
Active

Creation Workflow

Miscellaneous → Custom Fields → Add New.
Enter Label, choose Field Type , set Default/Required, select Entity Names , define Choices if applicable → Save.
(Optional) Re-order/resize on edit pages: gear (⚙) → Custom Fields section → drag to order; set width 1–6.

Key Functions

For details, please visit Custom Field

19) Work Center

Overview

Manufacturing resource definition used by routing operations for capacity and cost.

Where to Access

Miscellaneous → Work Center (Manufacturing's "Resources" page is for capacity and scheduling, not for creating Work Centers themselves)

Key Attributes

Name
Enabled : Usable in routing/work orders.
Description
Location (required)
Department (optional) : Used to resolve department-level overhead.
Rates : One or more cost lines, each with a cost item, a Cost/Hour, a Rate Type (Labor, Machine, Overhead, or Subcontract), a Cost Class (Direct or Indirect), and a description. Labor and Machine rates feed standard costing directly; Direct rates feed prime cost; Overhead and unclassified rates roll into burden.

Creation Workflow

Miscellaneous → Work Center → Add New → enter Name, Location, and (optional) Department/Description → add Rate lines → Save.

Key Functions

For details, please visit Work Centers

20) Price Rules

Overview

Automatically adjusts item prices on Estimates and Sales Orders based on who is buying, what is being bought, and the item's attributes.

Where to Access

Miscellaneous → Price Rules

Key Attributes

Name / Description
Target : Customer side (Customer Type, Sales Rep, Companies) and Item side (Item Category, Item Type, Item Attribute, Item Option) — or apply to all, or select specific customers/items individually.
Price Adjustment : Percentage, Fixed Amount, or a conditional method (Adjust Price / Set Price Based on Item Options), including a grid-style Matrix editor for multi-dimensional pricing.
Priority : Drag-and-drop order; matching rules apply cumulatively in priority order.
Enabled / Start–End Date

Creation Workflow

Miscellaneous → Price Rules → Add New.
Define the Target (customer/item conditions, or specific picks).
Choose a Price Adjustment method and set its value.
Set Priority if more than one rule can match the same line → Save.

Key Functions

For details, please visit Price Rule

Best Practices

Keep rules narrow and explicit; avoid overlapping broad rules.
Use priority to control which rule wins on overlap.
Deactivate stale rules instead of deleting them.

Miscellaneous

General Overview

These master data objects are baseline; ianaiERP supports adding and customizing additional attributes and entities to match each client’s workflow

1) Account

Overview

Chart of accounts records used by items and transactions for posting (assets, income, expenses, etc.). Define once and reuse across the system.

Where to Access

Miscellaneous → Account

Key Attributes

Name : Display name of the account.
Type : One of the standard account types in your chart of accounts (Bank, Accounts Receivable, Fixed Asset, Other Asset, Equity, Income, Cost of Goods Sold, Expense, Accounts Payable, Credit Card, Long-Term Liability, and a few others).
Parent Account (optional) : Nests this account under another for subtotaling.
Number : Optional account code, up to 20 characters.
Opening Balance : Entered when the account is created.
Currency : Only appears if your company uses multi-currency and the account type carries a balance. Choosing a non-default currency here also asks for an Exchange Rate.
Description : Internal notes.

Creation Workflow

Go to Miscellaneous → Account → Add New.
Enter Name, Type, and Opening Balance; add Parent Account/Number/Currency/Description as needed → Save.

Key Functions

Map item posting (Asset/COGS/Income/Expense) during item setup.
Select on transactions where manual account selection is needed.

2) Bin Location

Overview

Sub-locations inside a location (aisle, row, shelf, floor stack) for granular storage and picking.

Where to Access

Miscellaneous → Bin Location

(Enable Bin Tracking on the target Location first: Settings → Company → Locations → edit the location → Bin Tracking ✓)

Key Attributes

Name : Unique identifier for the bin (allow prefixes for multi-site).
Location : The parent bin-tracked location (required).
Zone (optional) : Groups bins into a picking zone.
Bin Type : Standard / Bulk / Floor / Pallet / Staging.
Bin Status : Available / Damaged / Quarantine / Reserved / Maintenance.
Velocity Classification (optional) : A / B / C, for pick-frequency planning.
Max Weight / Max Volume (optional) : Capacity limits.
Pick Path Sequence / Sort Order (optional) : Controls picking and display order.
Default Bin (optional) : Marks this as the location's default bin.
Description

Creation Workflow

Make sure the Location is bin-tracked (Settings → Company → Locations → edit → enable Bin Tracking).
Miscellaneous → Bin Location → Add New → fill in Name, Location, and the attributes above → Save.

Key Functions

Default bin on items; appears on receipts, transfers, picks, shipments.
Bin-to-bin and site transfers respect From/To Bin.

3) Class

Overview

Tag for reporting and segmentation (e.g., product line, cost center).

Where to Access

Miscellaneous → Class

Key Attributes

Name : Identifier shown on forms and reports.
Description : Internal notes.

Creation Workflow

Miscellaneous → Class → Add New → enter Name and Description → Save.

Key Functions

Assign on items and transactions for sliced reporting.

4) External Channel

Overview

Where to Access

Miscellaneous → External Channels

Key Attributes

Name : Display label (e.g., "Amazon", "Retail Store", "Wholesale").
Description : Optional notes.

Creation Workflow

Miscellaneous → External Channels → Add New → enter Name and Description → Save.

Key Functions

Tag orders by channel; drive channel-specific pricing/rules.
Filter dashboards and reports by channel.

5) Department

Overview

Organizational unit (e.g., Production, QA, Sales) used for responsibility and reporting.

Where to Access

Miscellaneous → Departments

Key Attributes

Name, Description

Creation Workflow

Miscellaneous → Departments → Add New → fill fields → Save.

Key Functions

Stamp on transactions (e.g., builds, POs) for departmental views.

6) Payment Method

Overview

Defines how payments are tendered/received on sales and purchases.

Where to Access

Miscellaneous → Payment Methods

Key Attributes

Name : Display label you choose (e.g., "Cash", "Visa", "Company Check").
Type : Cash / Check / Credit Card / Non-Credit Card.
Description : Optional notes.

Creation Workflow

Miscellaneous → Payment Methods → Add New → fill fields → Save.

Key Functions

Default onto receivables/payables documents; filter receipts.

7) Sales Rep

Overview

Maintains the roster of sales representatives for assignment, reporting, and commission tracking (if used).

Where to Access

Miscellaneous → Sales Reps

Key Attributes

Type : Employee or Vendor — a Sales Rep is always linked to one of your existing Employee or Vendor records, not a freestanding name.
Employee or Vendor : Whichever the Type selects; name, email, and phone are pulled from that record.
Commission Rate (optional) : Percentage, 0–100.
Active

Creation Workflow

Miscellaneous → Sales Reps → Add New → fill fields → Save.

Key Functions

Assign on customers and sales transactions; filter dashboards.

8) Ship Method

Overview

Named shipping methods combining carrier and service for consistent selection and rating/labeling.

Where to Access

Miscellaneous → Ship Method

Key Attributes

Name : e.g., UPS Ground, FedEx 2Day.
External Channel : The store/marketplace this ship method applies to (required).
Carrier / Service : The carrier and service level, e.g., UPS / Ground.
Package (optional) : A saved package to use with this method.
Description

Creation Workflow

Miscellaneous → Ship Method → Add New → select External Channel and Carrier/Service, add a Package if needed → Save.

Key Functions

Default onto orders/shipments; used in rate shopping and labels.

9) Tax Code

Overview

Tax application code selected on items and customers; determines which tax agency/rates apply.

Where to Access

Miscellaneous → Tax Code

Key Attributes

Name
Tax Type : Sales, Purchase, or Both — controls whether the code can be used on sales lines, purchase lines, or either.
Sales Tax Rate % / Purchase Tax Rate % : The rate(s) this code applies, matching the Tax Type.
Tax Agency (optional) : Who this tax is remitted to.
Tax Group (optional, advanced) : Combine several named rates from different agencies under one code — e.g., State + City + County — instead of a single flat rate. Each rate in a group can carry its own effective dates, and a rate can be "versioned" to record a future rate change while keeping the history.
Description

Creation Workflow

Miscellaneous → Tax Code → Add New → name it, choose the Tax Type, and enter the rate(s) — or turn on Tax Group to build a multi-rate code → Save.

Key Functions

Appears on sales/purchase lines to compute tax.

Best Practices

Create explicit exempt codes (e.g., OUT-OF-STATE , RESELLER).

10) Tax Agency

Overview

Authority you report and remit taxes to.

Where to Access

Usually created inline from the Tax Agency picker on the Tax Code form, rather than as its own Miscellaneous list.

Key Attributes

Name
Tracked on Sales / Tracked on Purchases : Whether this agency's tax applies to sales, purchases, or both.
Sales Tax Account / Purchase Tax Account : The accounts this agency's tax posts to.
Recoverable (Purchase Tax) : Turn on for VAT/GST-style tax you reclaim; leave off for a sales tax you simply expense.
Rounding Method : How fractional tax amounts round.
Description

Creation Workflow

Add it inline from the Tax Agency field on a Tax Code, or fill in these fields directly if you found it elsewhere in Miscellaneous → Save.

Key Functions

Used by Tax Codes and Rates to route liabilities.

Best Practices

One agency per jurisdiction/registration to keep filings clean.

11) Tax Rate

Overview

Percentage rate tied to an agency (and often a code) with effective dates.

Where to Access

Reached mainly through Tax Code, or through the separate Sales Tax setup wizard, rather than a standalone Miscellaneous list.

Key Attributes

Name
Agency (optional) : Link to a Tax Agency.
Rate %
Effective From / Effective To
Jurisdiction : A label and level describing where this rate applies (e.g., a specific state, county, or city).
Tax Type
Return Box : Maps this rate to a box on a tax return filing, where applicable.
Sourcing : Whether the rate is based on the destination or origin of the sale.
Description

Creation Workflow

Set Agency, Rate, effective dates, and jurisdiction/filing details → Save.

Key Functions

Engine uses the active rate per date/jurisdiction during tax calc.

12) Payment Term

Overview

Defines due dates and early-payment discounts for AR/AP.

Where to Access

Miscellaneous → Payment Term

Key Attributes

Name : e.g., Net 30, 2% 10 Net 30.
Due Basis : What the due date counts from — Invoice Date, Ship Date, Delivery Date, or End of Month.
Due Days : How many days after the Due Basis payment is due.
Discount % / Discount Days (optional) : Early-payment discount terms.

Creation Workflow

Miscellaneous → Payment Term → Add New → name it, choose the Due Basis, set Due Days (and optional discount) → Save.

Key Functions

Defaults on customers/vendors; drives due dates and aging.

13) Units of Measure (UOM)

Overview

Base and alternate units for buying/selling/stocking items with conversions.

Where to Access

Units of Measure is a plan feature — your subscription must include it for this menu to appear (contact support if you don't see it).
Define units: Miscellaneous → Units of Measure
Per-item setup: Inventory → Items → Base UOM + Custom UOMs

Key Attributes

UOM (global)

Abbreviation (required, up to 20 characters)
Description (required)

Per Item

Base UOM : Smallest common unit (not changeable after set).
Custom UOMs : UOM, Conversion (to base), optional Sales Price / Purchase Price overrides.

Creation Workflow

Miscellaneous → Units of Measure → Add New (as needed) — only available if your plan includes this feature.
Inventory → Items → set Base UOM → Custom UOMs → Add UOM with Conversion (and optional price overrides) → Save.

Key Functions

For details, please visit UOM

14) Vendor-Item Catalog

Overview

Per-vendor purchasing details per item (vendor PN, UOM, conversion, price, lead time). Drives PO autofill.

Where to Access

Miscellaneous → Vendor Item

Key Attributes

Item
Vendor
Primary : Preferred source toggle.
Vendor Part Number
UOM / UOM Conversion : Vendor’s unit and conversion to base.
Unit Purchase Price

Creation Workflow

Option A — From Item

Inventory → Items → edit → set Preferred Vendor and Vendor Part Number → Save.

Option B — Catalog

Miscellaneous → Vendor Item → Add New.
Select Item, Vendor, (optional Primary), Part Number, UOM/Conversion, Unit Purchase Price → Save.

Key Functions

For details, please visit Vendor-Item Catalog

15) Workforce

Overview

Factory and field-service personnel used for routing operations, work assignment, and production tracking. Only available if your plan includes Project or Field Service.

Where to Access

Miscellaneous → Workforce

Key Attributes

Type : Employee or Vendor — a Workforce record is always linked to one of your existing Employee or Vendor records, not a freestanding name.
Employee or Vendor : Whichever the Type selects; email and phone are pulled from that record and can't be edited here.
Work Center (optional, set when creating) : Where this person is assigned. Moving them to a different work center later is done from the Resources page, not by editing this record.
Hourly Rate (optional)
Skills / Certifications (optional) : Tag relevant skills and record certifications with an issuer.

Creation Workflow

Miscellaneous → Workforce → Add New → choose Type (Employee or Vendor) and the record, set Work Center/Hourly Rate/Skills as needed → Save.

Key Functions

Assign in production contexts (sign-on to operations; cost capture if used).

16) Customer Type

Overview

Segmentation bucket for customers (Wholesale, Retail, VIP, etc.) used for pricing and reporting.

Where to Access

Miscellaneous → Customer Type

Key Attributes

Name
Description

Creation Workflow

Miscellaneous → Customer Type → Add New → fill fields → Save.

Key Functions

Filter and report by type; use as a target in Price Rules.

17) Project Code

Overview

Project/job identifier to tag costs and activities across documents.

Where to Access

Miscellaneous → Project Code

Key Attributes

Name
Description

Creation Workflow

Miscellaneous → Project Code → Add New → fill fields → Save.

Key Functions

Select on builds, POs, SOs, etc. for project roll-up views.

18) Custom Fields

Overview

Add tailored data fields to items, transactions, and other records. Values can flow to child transactions, lists, exports, and templates.

Where to Access

Miscellaneous → Custom Fields

Key Attributes

Field Label : Unique name.
Field Type : Text / Number / Money / Date / Boolean / Choice / Multichoice / List / Calculation.
Default Value (optional)
Required (optional)
Entity Names : Select which entities (Inventory, Sales, Purchasing, Manufacturing, Shipping, etc.) the field applies to.
Choices : Options for Choice/Multichoice.
Active

Creation Workflow

Miscellaneous → Custom Fields → Add New.
Enter Label, choose Field Type , set Default/Required, select Entity Names , define Choices if applicable → Save.
(Optional) Re-order/resize on edit pages: gear (⚙) → Custom Fields section → drag to order; set width 1–6.

Key Functions

For details, please visit Custom Field

19) Work Center

Overview

Manufacturing resource definition used by routing operations for capacity and cost.

Where to Access

Miscellaneous → Work Center (Manufacturing's "Resources" page is for capacity and scheduling, not for creating Work Centers themselves)

Key Attributes

Name
Enabled : Usable in routing/work orders.
Description
Location (required)
Department (optional) : Used to resolve department-level overhead.
Rates : One or more cost lines, each with a cost item, a Cost/Hour, a Rate Type (Labor, Machine, Overhead, or Subcontract), a Cost Class (Direct or Indirect), and a description. Labor and Machine rates feed standard costing directly; Direct rates feed prime cost; Overhead and unclassified rates roll into burden.

Creation Workflow

Miscellaneous → Work Center → Add New → enter Name, Location, and (optional) Department/Description → add Rate lines → Save.

Key Functions

For details, please visit Work Centers

20) Price Rules

Overview

Automatically adjusts item prices on Estimates and Sales Orders based on who is buying, what is being bought, and the item's attributes.

Where to Access

Miscellaneous → Price Rules

Key Attributes

Name / Description
Target : Customer side (Customer Type, Sales Rep, Companies) and Item side (Item Category, Item Type, Item Attribute, Item Option) — or apply to all, or select specific customers/items individually.
Price Adjustment : Percentage, Fixed Amount, or a conditional method (Adjust Price / Set Price Based on Item Options), including a grid-style Matrix editor for multi-dimensional pricing.
Priority : Drag-and-drop order; matching rules apply cumulatively in priority order.
Enabled / Start–End Date

Creation Workflow

Miscellaneous → Price Rules → Add New.
Define the Target (customer/item conditions, or specific picks).
Choose a Price Adjustment method and set its value.
Set Priority if more than one rule can match the same line → Save.

Key Functions

For details, please visit Price Rule

Best Practices

Keep rules narrow and explicit; avoid overlapping broad rules.
Use priority to control which rule wins on overlap.
Deactivate stale rules instead of deleting them.