These are general instructions only for the most common way Descriptors are used and do not include all fields and settings for Descriptors. Refer to the Ostendo Help menu for an explanation of all fields. Follow the process outlined in the Standard Operating Procedures and User instructions for your specific company requirements.


Descriptors are not stocked whereas Items are stocked.

  • Go to Inventory>Descriptors to open the Descriptors screen.
  • Press the Add button to enter a new Descriptor.
  • Enter the new Descriptor code using the company coding convention. There is an option to copy details from another Descriptor but you will need to change the costs (not price) which are also copied.


  • Required fields are;
    • Descriptor Code
    • Unit (the base unit of measure).
    • Description (up to 255 characters).
    • Tax Group (use settings already defined and do not add a new record unless authorised to).
    • Standard Buy Price and Standard Sell Price.
    • Setting for Sourced By (Internal is for Descriptors that are not purchased).
    • Setting for Sourced By (Assembly needs to be set if a Bill of Materials for manufacture is to be created).
    • Cost Centre for the General Ledger mapping for the cost of this item when purchase receipted and issued.
    • Descriptor Classification will usually be for General Purpose (Kitsets and Taskbills are not covered in this article)
    • If the Descriptor is a generic item then tick the Freeform tick box.


 

  • Recommended Fields are;
    • Descriptor Standard or Average Cost depending on the Costing Method used by the company (under the Costing button).
    • Category (Sub Category is a subset of a Category if required).
    • Analysis Code.
    • Primary Supplier if applicable.
    • Descriptor Documents and Images.
    • Notes fields.
    • Descriptor


  • Other fields of note are;
    • Sales Warranty settings.
    • Pricing Group if required for pricing and discounting rules.
    • Supplier and Customer pricing rules under the Pricing button.



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