The short answer is, yes! You can create a generic name and edit it later. Here is a longer explanation of how/why:
We recommend creating generic descriptions whenever possible for non-inventory items to limit the number of items to create/maintain in your system. A great example might be "Misc Brewing Supplies". We can attach this to a non-inventory item number, X5001 for example, and then track all brewing supplies together rather than having 10-15 or even 50 items to list separately.
Here is a screenshot showing the item created, attached to A1 warehouse (required) and the GL Accounts set by "Item Level" to allow us to specify the Expense Account to be used when this item is processed:
The biggest determiner of whether to combine/split non-inventory items will be dependent on the GL account being used for expense/revenue account posting. If all brewery supplies post to 60060-01, for example, then we should combine them on one item code. If we need something to post to a different account, it should have a separate item number and corresponding GL account.
There is a great feature in Orchestrated which gives you the ability to add this item number to a document and edit the name for just that document. For example, let's say we are creating a PO and enter the Item X5001 on line one:
By typing over the highlighted text with whatever text we would like and then hitting Ctrl+Tab, we can update the item name for just this document:
Note: It's crucial we use Ctrl+Tab. If you just hit tab it will search for items titled "Brewing Gloves" and will pop up a blank search box otherwise.
When this document is created it can be printed as usual and distributed, but when you go back to create a new PO, the original generic title will populate again:
Also worth pointing out: you can use the same item multiple times in the same document with different names, further simplifying the need to otherwise need different types of misc brewing supply items:
What this means:
We will want to come up with a list of generic non-inventory items along with the corresponding Expense or Revenue account to use when processing each item. Adding these to an excel file with columns for item number, item name, expense/revenue GL accounts listed will suffice in allowing me to upload those to the database.