The Items page guides you to two tasks. The first task is setting up defaults for the items your company sells or purchases, including the General Ledger accounts typically used for each class of item, tax information, and item sales price levels. Second, you establish data records for your items, with general information such as the unit of measure and weight for an item and where in your facility the item is located, as well as custom fields you can use for storing additional information about your items.

While each page in the Setup Guide has a suggested order of operations, you are free to complete items on the checklist in any order you wish. Click the image of the task you want to complete. When you are finished, you'll be asked if you want to mark the task as complete, if it is not already marked. Select the Yes button, and a check mark appears in the Completed box below the task. You can still access options that are checked. The check mark just tracks your progress towards completing setup.