Q1. What do the active and inactive buttons do for an item?

Active items will show up as options for selection in the business transactions. Inactive items will be hidden.  

- Active items will show up as options for selection in the business transactions. Inactive items will be hidden.  

Q2. How to view transactions for items (i.e. supplier credit, invoices, etc.)?

The transactions where an item is used can be found at the bottom of the item details.

- The transactions where an item is used can be found at the bottom of the item details.

Q3. How can I track the Cost of Goods Sold (COGS) in the items list?

Set the COGS account and inventory account for the item. 

For every unit sold (any currency), the cost price (in base currency) excluding taxes will be added to the COGS account and deducted from the inventory account.

- Toggle COGS on for the item.
- Set the COGS account and inventory account for the item. 
- For every unit sold (any currency), the cost price (in base currency) excluding taxes will be added to the COGS account and deducted from the inventory account.

Q4. What is the difference between an Internal Name and a Sale Name?

The Internal Name will be used as the name to identify the item within the organization. The internal name will not be displayed in the invoice/bill.

The Sale Name/Purchase Name will be used as the display name for each respective record. The generated PDF and record data will display the Sale Name/Purchase Name.

- The Internal Name will be used as the name to identify the item within the organization. The internal name will not be displayed in the invoice/bill. 
- The Sale Name/Purchase Name will be used as the display name for each respective record. The generated PDF and record data will display the Sale Name/Purchase Name.

Q5. How do I determine which accounts to associate with each item?

For a Sale Item: An account that you would use to track revenue, typically a Revenue Account.

For a Purchase Item: An account that you would use to track expenses, typically an Expense Account.

If you are tracking COGS for the item: Select an account that you're using to record and track expenses related to the cost of goods sold.

- For a Sale Item: An account that you would use to track revenue, typically a Revenue Account.
- For a Purchase Item: An account that you would use to track expenses, typically an Expense Account.
- If you are tracking COGS for the item: Select an account that you're using to record and track expenses related to the cost of goods sold.

Q6. Is there a limit to the number of items I can add?

Currently, there is no limit to the number of items that you can add.

- Currently, there is no limit to the number of items that you can add.

Q7. How will deleting a tax profile impact my items?

The tax profile will be removed from items that had the tax profile selected as their Sale/Purchase Tax profile.

The next time you select the item in a transaction the tax profile will be empty.

- The tax profile will be removed from items that had the tax profile selected as their Sale/Purchase Tax profile.
- The next time you select the item in a transaction the tax profile will be empty.

Q8. How will making an account inactive impact my items?

The account will be removed from items that have the inactive account selected as the Sale/Purchase/COGS account.

The next time you select the item in a transaction the account will be empty. 

- The account will be removed from items that have the inactive account selected as the Sale/Purchase/COGS account.
- The next time you select the item in a transaction the account will be empty. 

An item code is used to label and track items internally within Jaz, for the organization's use.

- An item code is used to label and track items internally within Jaz, for the organization's use.
- The item code is not shown to customers.