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OneSource Training Outline ( step by step ) – OneSource: Inventory for QuickBooks Online OneSource Training Outline ( step by step ) – OneSource: Inventory for QuickBooks Online

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OneSource Training Outline ( step by step )

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Introductory Note

This KBA is written from the perspective of (and is used by), OneSource trainers. However, it is published here to help new OneSource users get the big picture of which topics will be (or were) covered in OneSource training sessions.

Conventions used in this document
  • There are several Vocabulary words like this one that has a faint underline under the word. To see the definition or other special instructions for the word just hover over it.
  • Words that are highlighted in yellow like this are steps that are intended for the trainer to ask the customer (student) to get some hands-on practice (during the training session).

Minimum Training Prerequisites

  • Is OneSource installed on the customer server (or OneSource Cloud Server)?
  • Have you made a list of which users will need to be trained on each system (assuming we don’t ‘repeat’ training for each user but rather give training to 1 or more users or managers for each department)?
  • Can these users log into OneSource using their own login (from their own computer, so they can perform Homework and Hands-on Practice–IMMEDIATELY AFTER EACH TRAINING SESSION)
  • If data conversion is being performed, are the basic building blocks in place? (Customers, Suppliers/Vendors, and Inventory Item List)
  • If the GL and Banking system is going to be used, is there a plan of action of when the Banking system will be cut over from any existing bank accounts?  Have checks and deposit slips been ordered?

OneSource Basics

Preparation for the Training Session

  • Review Training Session Overview and Training Session steps
  • If necessary, change default numbers (in Company Setup) OneSource Shortcut Keys
    • Sales/Invoicing = Sequential
    • Purchase Orders = Sequential
    • Next Customer = 100 
    • Next Sales Order = 100
    • Next Purchase Order = 100
  • If necessary, add this sample data.
    • Test Customer A
    • Test Supplier A  (Supplier)
    • Test Supplier B  (Supplier)
    • Test Vendor A  (Vendor)
    • Test Vendor B  (Vendor) 
    • Test-Item-A, Default Supplier – Test Supplier A
    • Test-Item-B, Default Supplier – Test Supplier A
    • Test-Item-C, Default Supplier – Test Supplier B
    • Purchase Order 101 (for Supplier A)
      • Add 5 of Test-Item-A
      • Add 6 of Test-Item-B
    • Purchase Order 102 (for Supplier A)
      • Add 7 of Test-Item-C
      • Receive the entire PO
    • Sales Order 101, with
      • Sell/Ship 1 of Test-Item-A
      • Sell/Ship 2 of Test-Item-B
      • Sell/Ship 3 of Test-Item-C
    • (Now you and the Customer will have some sample data to demonstrate and practice with).

Training Session Overview (Just read almost word for word)

  • Logging Into OneSource
  • OneSource Menu Bar, common features, common menu icons all Menus
  • OneSource Shortcut Keys
  •  Common buttons
  • Explanation of forms (screens) vs reports (printed documents)
  • Explanation of records.
  • How & when records saved.
  • How to add records
  • How OneSource reacts when entering invalid data.
  • How to find records using the Simple Search screen
  • How to find records using Lists
  • How to sort records
  • How to filter records
  • How to print records
  • How to open/print reports
  • How to delete records
  • How to close records

Training Session

  • Explanation of OneSource Menu: How each menu is laid out and how each menu is similar to each other.
    • Options for Adding Records (+ Keyboard Shortcuts)
    • Options for Finding Records (+ Keyboard Shortcuts)
    • Record Details (Each record has a single MAIN form).
    • Lists of Records (Most records can see in various types of Lists) (+ Keyboard Shortcuts)
    • Other functions on the bottom of each menu.
    • Menu item Icons (Adding Records, Finding Records, Detail Screen (Forms), Lists of Records)
  • Explain the types of records managed under each menu. (Contacts: Customers, Prospects, etc, Sales: Quotations, Sales Orders, Invoices, Credit Memo’s, etc)
  • How FUNCTION keys work and are in a particular ‘logical’ order.
    • Press Shift+F1 to show a list.
      • You have Customers/Prospects (F3) >
      • You need Suppliers to buy items from(F4) >
      • Customers want you to Quote Items (F5) >
      • Quotes lead to Sales Orders (F6) >
      • Sales Orders lead to Invoices (F7) >
      • Invoices sometimes need to have a Credit Memo (F8) >
      • You need to Buy Items (on PO’s) (F9) >
      • You need to Manage Items (F10)
      • + Other Short keys on the Shift+F1 screen (Qtrl+K, etc)
  • Customer Hands-On Practice:
    • Let’s look up a customer… (F3),
    • And a Sales Order… (F6),
    • An Invoice… (F7),
    • A PO… (F9),
    • An inventory item… (F10)
    • The QPC screen
  • Explain Common features and buttons on every screen.
    • Look up Customer using Contacts Menu.
    • Explain buttons: New, Edit, Find, Print, Delete, Close
    • Help buttons (will link to a single KBA explaining all of the features of that screen)
    • Tabs (Contacts, Dashboard, etc)
    • Magnifying glass buttons (use the Sales History tab to open an Invoice)
  • Forms, Screen, Reports – What’s the difference?
    • Forms = Screen.
    • Reports = Printed document (preview looks like a piece of paper)
  • What Records are.
    • While still on Test Customer A explain what a ‘Record’ is (and how other records can be related to them)
    • Show records on the Sales History tab (Sales Orders, and Sales Order Line Items)
    • Header records vs line item or related records
      • Click Mag button on one of the Sales Orders
      • Explain what the Header is.
      • Explain what the Line Item records are.
  • How and when records are saved.
    • Records auto-saved when close screen.
    • Records saved when clicking off 1 record to another record (like Sales Order line items)
    • When on the same record when press Esc key 1 time this will undo the last change on record.
    • When on the same record when press Esc key 2 or more time this will almost always undo ALL changes to record.
  • Common ways to Add records
    • From menu.
    • From Shortcut keys.
    • From New button (when already on record screen)
    • From some automated processes, like Auto PO.
  • Demonstrate what happens when trying to enter invalid data in a field, such as text in a date field (and how to get out of the loop by pressing ESC 1-2 times).
  • Common ways to Find records
    • 1 record at a time (using the Simple Search screen)
    • A group of records using List screens.
  • How to Sort & Filter records
    • Shift+F3 (to open Customer Lists).
    • Explain right-click sorting and filtering (and un-filtering) options.
  • How to Print records.
    • Using the Print button.
  • How to Print Reports.
    • Using Report Selection Screen
  • How to Delete records
    • 1 record + related records.
    • 1 record only (like items related to header record).
    • Entire record (like entire record).
  • How to Close records.
    • Close button or X button top right.
  • How to open OneSource Knowledge Base (KBA) system.
    • kb.onesourcesoftware.com  (Easiest way to remember is to think of www.onesourcesoftware.com and then just change the www. to kb.  The kb stands for Knowledge Base).

Next Steps…

  • Practice adding, editing, finding, filtering, printing, records.

Links to Additional Training Resources

  • None available at this time.

General Ledger

Data Preparation

  • Prior to providing training on the GL we need to import (or hand enter) the Chart of Accounts (from the old system)

Training Session Preparation

  • Review Training Session Overview and Training Session steps

Training Session Overview

  • Primary components of General Ledger (GL) system in OneSource.
    • Chart of Accounts
      • Company Setup & Preferences – key GL Accounts used there.
    • General Ledger
    • Journal Entries
    • Printing Journal Entries
    • Financial Periods
    • Batch Post GL Transactions
      • With Batch Posting what is real-time in OneSource and what is not.
      • Which screens are related to the GL and which are not.
    • Accounting / GL Reports
      • Which reports utilize the General Ledger
  • Additional OneSource GL Tools
    • View Posted GL Transactions
    • Batch Unpost GL Transactions
    • Account Reconciliation
    • Cost Analysis – AR
    • Cost Analysis – AP
    • Fixed Assets
    • Year End 1099 System
    • Payroll Link

Training Session

  • The Chart of Accounts screen
    • Open the Chart of Accounts screen
      • Review 8 GL Account Type tabs (Tabs 1-3 related to Balance Sheet, tabs 4-8 related to Income Statement)
      • Review each of the columns.
    • Explain and add a few General Ledger Report Groups
    • Review the Buttons on the bottom of the form:
      • New, Edit/Lock, Delete, Find, Print
      • Budget…
      • Beg Bals…
      • Merge Accounts
    • Add a new GL Account. (Explain each field as you fill it in).
      • (Asset) Account:199-10
      • Description: Test Asset Account 1
    • Click OK to save and close.
    • Customer Hands-On Practice: Add 2 additional GL Accounts:
      • New (Asset) Account:
        • Account:199-20
        • Description: Test Asset Account 2
      • New (Liability) Account:
        • Account: 299-10
        • Description: Test Liability Account 1
      • New (Equity) Account:
        • Account: 399-10
        • Description: Test Equity Account 1
      • New (Sales) Account:
        • Account: 499-10
        • Description: Test Sales Account 1
      • New (COGS) Account:
        • Account: 599-10
        • Description: Test COGS Account 1
      • New (Expense) Account:
        • Account: 699-10
        • Description: Test Expense Account 1
      • New (Expense) Account:
        • Account: 699-11
        • Description: Test Expense Account 2
      • Close
      • Edit account 199-20
        • Change Description to Test Account 2 – To Merge
      • Merge GL Account 199-20 into GL Account 199-10
    • Questions?
  • The Company Setup & Preferences – General Ledger Tab
    • Open the Company Setup & Preferences screen.
    • Explain sections on this tab.
    • Explain how crucial it is to fill in these default accounts and how they are used to fill in GL Accounts if or when GL Accounts are missing on Inventory Items, etc
    • Questions?
  • The General Ledger screen
    • Open the General Ledger screen.
      • Assuming no GL Accounts have any postings show that the GL is 100% empty at this point.
        (NOTE: We will come back to this screen over and over to watch how it fills up throughout the data conversion and training session proceed).
    • Questions?
  • The Financial Periods screen.
    • Open the Financial Periods screen.
    • Explain how Financial Periods are used to control when transactions (such as AR Invoices and AP Bills) can be added or edited.
      (Note: Financial Periods help keep Financial Reports accurate and unaltered after printing and dispersing them to entities like the IRS, etc)
    • Create a set of Financial Periods for the current year we are in and another set for the following year.
      (Note: If a customer is planning to enter any open Checks, AP Bills, or AR Invoices with dates from the previous year, make a set of Financial Periods for each year in the past needed).
    • Questions?
  • The Journal Entries screen
    • Open the Journal Entries screen.
    • Customer Hands-On Practice:
      • Add a journal entry:
        • 199-10 for $100 (debit)
        • 299-10 for $100 (credit)
        • Reason: Test journal entry 1.
        • Press Post, then Close.
      • Add another journal entry:
        • 199-10 for $200 (debit)
        • 299-10 for $200 (credit)
        • Reason: Test journal entry 2.
        • Press Post, then Close.
      • Repeat the process,
        • 100-10 for $300
        • 200 for $300
        • Note: Popup warning will appear because trying to post to AP account (rather than create an AP Bill)
          • Select No, then click Close (a warning will appear again)…
          • Note: Discuss how in some cases user must press ESC to remove invalid data.
    • Questions?
  • The Printing Journal Entries screen.
    • Open the Print Journal Entries screen.
    • Put in the date range for the current date (so you can see the GL Entries that were created when posting the Journal Entries).
    • Questions?
  • Using the System Reports screen (to view additional reports linked to the GL)
    • Open the System Reports screen.
    • Change the Report Category to Accounting reports.
    • Review the list of reports (Balance Sheet, Chart of Accounts, Trial Balance, General Ledger, Income Statements)
    • Explain: These are the ONLY reports in OneSource that are not based on REAL TIME data.  (The Balance Sheet, Income Statements, and other reports related to the data that gets posted in the GL Transactions.  All other Sales, AR, AP, etc reports do NOT rely on posting to the GL).
    • Give brief explanation of the filtering tools on the top right and bottom right corners of the screen.
    • Questions?
  • The Batch Post GL Transactions screen.
    • Open the Batch Post GL Transactions screen.
    • Re-explain that certain transactions need to be posted to General Ledger in order for the Financial Reports (Balance Sheet, Income Statement) to be accurate.
    • Briefly explain which transactions end up under each tab. Note: The transaction types are listed in each type name).
    • Explain the 2 buttons and 2 check marks on the form footer.
    • Select 1 transaction on the Invoices from AR tab and then click on the Post Selected Transactions button.
    • Click the Select All button and then click on the Post Selected Transactions button.
    • Questions?
  • Additional OneSource GL Tools (to use if or when necessary)
    • View Posted GL Transactions
    • Batch Unpost GL Transactions
    • Account Reconciliation
    • Cost Analysis – AR
    • Cost Analysis – AP
    • Fixed Assets
    • Year End 1099 System
    • Payroll Link

Next Steps…

  • Create (or make any necessary edits to) all necessary GL Accounts.
  • Fill in each of the GL Accounts fields on the  (12) General Ledger section on the Company Setup & Preferences screen.
  • Create a Beginning Balance Journal Entry from your older system (to make the OneSource Balance Sheet = to the Balance Sheet in your older system).

Links to Additional Training Resources

Banking

Data Preparation

  • Prior to providing training on the Banking system, we want to ‘set up’ the bank accounts and enter beginning balance (using the Ending Balance — from the Bank – on the most recent Bank Statement – before reconciling the account).

Preparation For the Training Session

  • Create a test Vendor to pay. (Test Vendor 1. Select a default Expense and Default Di
  • Review the Training Session Overview and Training Session bullet points.

Training Session Overview

In this training session, we are going to discuss…

  • Overview of the Check Writer screen
  • How to set up a Bank Account
  • How to get started with the right bank account balances
  • How to create and print checks from your bank account(s)
  • How to make deposits into your bank account(s)
  • How to make adjustments to your bank account(s)
  • How to view and use the Check Register
  • How to setup Credit Card accounts
  • How to reconcile your bank account(s)

Training Session

  • Overview of the Check Writer screen
    • Open the Check Writer
    • Check Writer screen is broken down into 4 tabs:
      • Bank Accounts ( shows info about the currently selected bank account )
      • Check Writer ( shows the checks written from the currently selected bank account )
      • Deposits ( shows the deposits made to the currently selected bank account )
      • Adjustments ( show the adjustments, like bank fees, ATM charges, etc made to the currently selected bank account )
    • NOTES:
      • All 4 of these tabs relate to each other–for the SELECTED bank account.
      • Can view which accounts being used (or change the account being used) from the drop-down list in the top right-hand corner
      • Preference: Can set the Default Bank Account selected (when opening Check Writer)
  • How to set up a Bank Account
    • Click on the Bank Accounts tab
    • Click the New button and fill in each field in the top section. (All fields–except the Bank Account Number–can be easily edited at a later time)
    • Key fields to discuss
      • Bank Account Number
      • Starting Check number.
      • Default GL Cash Account.  (Note: This GL account should have already been created by now, but if not, close the Check Writer, open the Chart of Accounts and create a new (Asset) Bank Account.  Then reopen the Check Writer and select that account here).
  • Discuss a plan of action to get started with the right bank account balances
    • See this KBA for more info about that.
  • How to create checks from your bank account(s).
    • Side Notes
      • There are 2 methods to create check: 1–Make a check in the check writer, or use one of the AP Pay Bills screens to select and pay bills (and make checks) in batches.
      • We will NOT be discussing the AP Pay Bills screens at this time..
    • Open the Check Writer screen
    • Review common buttons on screen footer.
    • Create a few new checks.
      • Check 101:
        • Enter 100.00
        • Select Test Vendor 1
      • Check 102
        • Enter 200
        • Select Test Vendor 2
    • Explain 6 buttons directly under Check.
      • Check Stub / Create Sub.
        • Click Create Stub (to create the text for check stub).
        • Click Check Stub (to view it.  Make sure in Edit mode first).
        • Hand type an extra note on the Check Stub.
        • Important Note: If printing a check from AP Bill (which is the typical method), then a much more detailed check stub will be printed–detailing each Supplier/Vendor invoice being paid.
      • GL Accounts
        • The GL Account credited will be the Expense account selected by the user.
        • The GL Account debited will be the Banking Account selected on the Bank Accounts tab (for the currently selected bank account).
      • Recurring Payments
        • Shows you a list of Recurring Payments that you set up previously.  (It will be empty when you first click on it).
        • Setup a few recurring payments.
          • Open the Recurring Payments screen.
          • Set up a few Recurring Payments.
        • Create checks from a few Recurring Payments.
          • Go back to the Check Writer (Checks tab) and click the and
          • Select Bank Account (if different) > Select All > Create > Close (new checks have been created).
      • Clear Print Marks
      • Duplicate: Duplicate a check.
  • How to Print Checks.
    • Click the Print button.
    • Explain sections on the screen.
    • Practice printing checks:
      • Print 1 check.
      • Print a number range of checks.
  • How to make deposits into your bank account(s)
    • Banking > Deposits > New > Select Undeposited Funds
      • NOTE: This is the LIST of checks that accumulate when using the Receive Payments screen (when the DEP checkbox is selected during that process)
    • (On the Check Writer Undeposited Funds screen) > Select All (or individually click desired checks) > Transfer to Deposit Slip > Close > Close
    • Then click New.
    • Click Select Undeposited Checks…
  • How to make adjustments to your bank account(s)
  • How to view and use the Check Register
  • How to setup Credit Card accounts
  • How to reconcile your bank account(s)

Next Steps…

  • If you haven’t already, create a new Bank Account for each of your existing bank accounts.
  • Determine which of your bank accounts you want to buy pre-printed checks for and order checks asap.
  • Enter the proper beginning balance and all outstanding items (items uncleared from your bank on your last bank statements) to get each bank account balance 100% in balance with what it truly is at the current time.
  • GoLive on the OneSource Banking System. (In other words..begin using the OneSource banking system to manage your bank accounts–and keep it in balance moving forward).
  • Contact your OneSource Project Manager (trainer) for training on the A/P system (so you can GoLive with the OneSource A/P system to enter, pay, and manage your Account Payable in OneSource).

Links to Additional Training Resources

Accounts Payable (A/P)

Preparation For the Training Session

 

  • Add new Supplier for Test X Supplier (as a Supplier)
  • Add new Supplier for Test Y Supplier (as a Supplier)
  • Add new Vendor for Test Z Vendor (as a Vendor)
  • Add new Item linked to Test X Supplier called zTestX
  • Add new Item linked to Test Y Supplier called zTestY
  • Create PO for zTestX item for Test X Supplier
  • Create PO for zTestY item for Test Y Supplier

Training Session Overview

In this training session we are going to discuss…

  • Working with Suppliers & Vendors (Overview)
  • 4 ways to create new A/P Bills
  • Paying 1 or more A/P Bills for 1 Supplier
  • Paying 1 or more A/P Bills for a group of Suppliers
  • Entering and Paying Credit Card Bills
  • Entering the Paying Payroll
  • Viewing Payable Lists

Training Session

  • Working with Suppliers & Vendors (Overview)
    • Supplier vs Vendor (Terminology review)
    • Add Test X Supplier.
    • Add Test Y Supplier.
    • Add Test Z Vendor.
    • Find Test X Supplier.  Review key settings:
      • Supplier (Not Vendor)
      • Address
      • Remit To Info
      • Payment Terms
      • GL Account (set as default Inventory Account for Supplier)
    • Close Test X Supplier.
    • Find Test X Supplier.  Review key settings:
      • Vendor (Not Supplier)
      • Address
      • Remit To Info
      • Payment Terms
      • GL Account (select a default Expense Account)
  • Creating new A/P Bills.
    • Method 1: From OneSource Menu
      • AR / AP > Add New A/P Bill
    • Method 2: When on existing Bill, New Button
      • AR / AP > Enter Bills (which shows last A/P Bill entered) > click New
    • Method 3: After Receiving a PO in full
      • After receiving a PO in full, when pressing the Close button (or clicking New) > prompted to add a new Bill.
    • Method 4:  Duplicate an existing A/P Bill
      • AR / AP > Find A/P Bill… (located a bill to Duplicate), press Duplicate button. Find A/P Bill to locate Bill.
  • Paying 1 or more A/P Bills for 1 Supplier
  • Paying 1 or more A/P Bills for a group of Suppliers
  • Entering and Paying Credit Card Bills.
  • Entering the Paying Payroll.
  • Viewing Payable Lists

Next Steps…

  • Prepare to GoLive with the OneSource A/P and Banking System by entering all unpaid A/P Bills from your existing system into OneSource following these instructions.

Links to Additional Training Resources

Inventory Management

Preparation For the Training Session

  • N/A

Training Session Overview

In this training session, we are going to discuss…

  • Brief explanation of the Inventory menu options
  • Finding Inventory Items
  • Inventory Item properties
  • Inventory Alias/Catalog fields
  • Inventory Suppliers
  • Inventory Sales and Purchasing History
  • Tracking Inventory in Stock (Shipments)
  • Inventory Item Pricing and GL Setup
  • Managing Items in more than 1 warehouse
  • Importing New Inventory Items (using the OneSource Partslink Wizard)
  • Updating Existing Inventory Item Prices (internally)
  • Importing/Updating Supplier Costs from Supplier Excel Lists
  • Performing Inventory Counts/Adjustments
  • Inventory Warehouse Automation (Handheld)

Training Session

  • A brief explanation of the Inventory menu options
  • Finding Inventory Items:
    • Using the QPC (Quick Price Check) screen.
    • Using Simple Search: Inventory (menu) > Find Product or Service Item  (Or press F10)
    • Using Lists screen: Inventory (menu) > Inventory Lists (or press Shift+F10)
    • Using the Magnifying Glass button (on many screens like QPC, Quote, Sales Order, Invoice, etc)
  • Inventory Item properties:
    • Item Number,
    • Item Levels (Qty in Stock, Qty on Back Order, Qty on Order),
    • Picking Order, Location, Bin
    • Qty Damaged (how to enable and how tracked)
    • Descriptions (Description, PO Description)
    • Class
    • Catagory, Sub Category, Year, Make, Model
    • Quality Indicator
    • Years Listing, Vehicle Manufacturer
    • OEM #, Partslink #, Interchange #, Partslink PType
    • Default Supplier Item #, Default Supplier
    • Shipping Weight, Unit, CuSQFt, Freight Class
    • Costs, Prices, Product Pricing Group
    • Picking Order, Location, Bin
    • Unit of Measure, Case Pack, UOM
    • Last Ordered, Last Order Date, Expected Delivery Date, Quantity on Order
    • Safety Level, Min/Max
    • QPC Sort Order
    • Lead time # Days
    • Round up to Case Qty on PO Batch, Order, and Receive as Case on PO.
    • Characteristics: Active, Taxable, Special Order, Multi-Warehouse, Matrix Pricing, eCommerce, Commissionable)
    • Ecom Ship Length, Width, Height, Type, Ecom Ship Cost Cust
      • 2 Methodologies:
        • UPS/FedEx by size.
        • By the Type of Item (does NOT use these fields)  (Manually setup working with osOO tech support)
    • Picture
    • Special Notes
  • Alias Item Description fields / QPC Searching
    • Fields, the foundation for searching on QPC/Auto
  • Inventory Suppliers
  • Inventory Sales and Purchasing History
    • On Order Tab
    • Sales Tab
  • Tracking Inventory in Stock (Shipments)
    • Shipments, Costing, Warehouse Tracking
    • View stock by Warehouse
    • Transferring Stock between Warehouses (quick explanation of how items can be transferred from Warehouse X to Warehouse Y).
    • Date fields
    • Adjusting Quantities in Stock (quick explanation of how items can be counted and updated in mass using the Inventory Item Bulk Adjustments screen).
    • Inventory Availability tab
    • Inventory Log tab
  • Inventory Item Pricing and GL Setup
    • Explain fields on Financial tab
    • Pricing Matrix
    • Explanation of various pricing methods
    • Product Pricing Groups
    • Custom Pricing Templates
  • Returning Items to Stock
    • Preferences
    • Credit Memo’s
  • Managing Items in more than 1 warehouse
    • How items are received into a warehouse.
    • How items are transferred between warehouses.
    • How items are requested and transferred between the warehouse to fulfill Sales Orders.
  • Inventory Shipping/Receiving
  • Importing New Inventory Items (using the OneSource Partslink Wizard)
  • Updating Existing Inventory Item Prices (internally)
  • Importing/Updating Supplier Costs from Supplier Excel Lists
  • Performing Inventory Counts/Adjustments
  • Inventory Warehouse Automation (Handheld)

Next Steps…

  • Assuming your inventory has already been imported into OneSource, start hand entering all items that have been entered into your old system since exporting your Inventory Item list to import into OneSource.
  • Review existing pricing methods and strategies.
  • Determine if any new pricing methods will be employed.
  • If desired, create new Product Pricing Groups.
  • If desired, create new Custom Pricing Templates.
  • If desired, import 1 or more Supplier Item Lists to link their item prices and costs to your items.
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