Item Preferences

Defaults for new items, the units everything is measured in, and the settings that decide how rate lists behave.

Item preferences decide what a new item starts out as, so you fill in less every time. Two of them change more than a default.

Go to SettingsItems.

Defaults

Preference	What it does	Worth changing when
Create new items as services	New items open with Type set to Service instead of Goods.	You sell mostly labour rather than stock.
Create new items with variants	The item form starts in variants mode rather than as a single item.	Most of your catalogue comes in bores, sizes or grades.
Allow duplicate item names	Chooses what an import matches on. It does not gate saving an item.	Your SKUs are complete and you want imports keyed on them.

Preference	What it does
Quantity decimal places	How many decimals a quantity accepts, up to the three that are stored
Dimension unit	The unit item dimensions are measured in
Weight unit	The unit item weights are measured in
Barcode scan field	Which field a scanner types into when it reads a code

These are organisation-wide rather than per item, so changing one restates every item's dimensions in the new unit rather than converting them.

Preference	What it does
Default valuation method	Pre-selected on new tracked items
Default inventory account	The stock account new tracked items post to

Preference	What it does
Enable rate lists	Turns the rate list field on across sales and purchase documents
Apply rate list at line item level	Lets a single line take a different rate list from the rest of the document
Update selling price when a quote is sent	Writes an edited quote price back onto the item as its new selling price