Adding a New Item

All Orders provides rich functionality for managing you items.    There are numerous considerations in creating your items such as:

If you need to create items that are part of a style matrix (such as colors and sizes), the consider using the Style Manager.

Please read Item Setup which discusses some of these consideration.   This topic is divided as follows:



You can bring up the New Item form from the Sales, Purchasing, Production, or Warehouse menus, by clicking its icon on the main toolbar, or by pressing Ctrl+I. Additionally, double-clicking a record on the Item List will also bring up this form, and its fields will be populated with that record's information.

To create a new Item, first you must choose an Item Group from the Group drop-down list. It's important to select correctly, as this choice will govern which other fields are available for your use.

Then provide a name (or number).   You can also use the NextSeq# button if your Item names are partially numeric and All Orders will display the next number in sequence.  If this Item is a sub-item of a pre-existing Item, check Sub-item of, and choose the Item from the corresponding drop-down list.   Note, you can also use the Copy button to copy the entire contents of an existing Item into the new Item.

If you're at (or nearing) the limit of entities you can store within QuickBooks, All Orders provides a mechanism by which you can continue to add more Items. You can do this by selecting a 'Proxy' Item. When you choose a proxy, the new Item will show up in QuickBooks as the proxy Item rather than as a new Item. This helps keep the quantity of entities in QuickBooks to a manageable size. To select a proxy for your new Item, simply check Has Proxy, and then select the proxy Item from the drop-down list.

The rest of the dialog is separated into tabs. Which tabs you have (as well as the contents of those tabs) will depend on the type of Item Group you selected.  Let us therefore look at each of these in general terms:

In addition to the standard buttons, the New Item form offers two exclusive buttons on its toolbar:

NextSeq# is designed to facilitate the creation of new Items. When pressed, the system will check for the name and current group of the Item most recently entered. If there are any numerical values at the end of the name, it will auto-increment and place a newly generated name into the Item name field.

General Tab


Purchasing Tab

Preferred Item Vendors

As many businesses purchase products from multiple vendors,  All Orders allows you to have multiple vendors per Item.  Each vendor has their own part number, cost, lead time and other pertinent information.    To add a vendor click the Purchasing Tab then click in an empty line in the Preferred Vendors grid.    You will see a drop down of your active vendors which you can select.  You can only enter each vendor once per item.   After selecting the vendor enter the rest of the information as follows:

Please review working with vendors to see how the above information is used in All Orders.


Item images and documents

In All Orders you can store images and documents of any type in All orders, even web images.

Click the 'Other Tab' and you will see two buttons on the bottom.  Click 'Add'.

You then be prompted to select whether the file is a local or web file.   If its a local file,  simply click OK and you will be prompted for the location of the file.  Ifs its a web resource,  enter the URL / web address of the image (e.g. then click OK.  

You can add an unlimited number of files.