Set up dimensions in your item card

Why set up dimensions in your item card? 

Dimensions are used to group or categorise data for analysis and reporting for your business and help make reports more consistent as their values are always added to documents for specific accounts, customers, vendors, or items. 

How to set up dimensions in your item card? 

1.  Go to your selected Item Card in Items. For example, I selected the red office chair. 
2. Then, from your Item Card, select Items. From the drop-down menu, select Dimensions. 
   
   Note: Alternatively, to set up dimensions on your item card you can select Alt + D from your keyboard on your Windows PC.  
3. The Default Dimensions page displays. Fill in the relevant dimensions for the item card. 
   
   1. Dimension Code: This is the code for the default dimension as it allows for detailed financial and operational reporting. It also allows you to analyse data for better decision making. For this example, I selected Department.  
      
   2. When you’ve selected your Dimension Code, you can select your Dimension Value Code for the related Dimension Code that you had selected.  
      1. Dimension Value Code: select the related value code applicable to the item card. For this example, I selected Production. 
         
   3. Then identify the Value Posting for this dimension.  
       
      1. Blank: If value posting is blank, you can post your item order line with an empty Department (dimension). 
      2. Code Mandatory: You can post your sales order line with a different department code field, but not an empty one. 
      3. Same Code: You cannot post your sales order line with a different department code field including the empty one. 
      4. No Code: You can only post your sales order line with an empty department code field.   
         
         Note: A quick way to analyse data by dimensions is to enable the Allowed Values Filter, as this filter provides totals by dimensions in the chart of accounts and on entry pages. 
4. You’ve set up dimensions for your item. 

What’s next? 

Find out how to set up an item card, set up stockkeeping units or set up item categories in Wiise. 

Need more help?  

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.