Overview
The Items Data Model is designed to simplify the management and retrieval of item-related information across various accounting platforms.
- Unified item properties: The model unifies essential item details such as name, description, status, and type, making it easier to work with item data from different platforms.
- Item detail flexibility: The model supports separate details for items being purchased (
bill_item
) and items being sold (invoice_item
), enabling accurate tracking of item-related transactions. - Associated accounts and tax rates: Each item can be linked to specific purchase and sales accounts, as well as purchase and sales tax rates, for seamless integration with other accounting data models.
Attributes
The Platform’s ID for this item
Name of the item
Description of the item
Status of the item. Values are: ACTIVE
, ARCHIVED
, UNKNOWN
Type of the item. Values are: INVENTORY
, NON_INVENTORY
, SERVICE
, UNKNOWN
.
Reference code of the item
Quantity on hand
Check if there are details (bill_item) of this item getting purchased
Item details of this item getting purchased
Check if there are details (invoice_item) of this item getting sold
Item details of this item getting sold
The date on which the information was updated on the accounting platform
Properties Supported
Property | Type | Description |
---|---|---|
platform_id | string | The Platform’s ID for this item |
name | string | Name of the item |
description | string | Description of the item |
status | enum | Status of the item. Values are: ACTIVE , ARCHIVED , UNKNOWN |
type | enum | Type of the item. Values are: INVENTORY, NON_INVENTORY, SERVICE, UNKNOWN |
code | string | Reference code of the item |
quantity_on_hand | float | Quantity on hand |
is_bill_item | boolean | Check if there are details (bill_item) of this item getting purchased |
bill_item | Item Detail | Item details of this item getting purchased |
is_invoice_item | boolean | Check if there are details (invoice_item) of this item getting sold |
invoice_item | Item Detail | Item details of this item getting sold |
purchase_account | Account | The account which is associated with the (bill) item that are being purchased |
sales_account | Account | The account which is associated with the (invoice) item that are being sold |
sales_tax | Tax Rate | The tax which is associated with the (invoice) item that are being sold |
purchase_tax | Tax Rate | The tax which is associated with the (bill) item that are being purchased |
updated_at | date | The date on which the information was updated on the accounting platform |
Item Detail
The Item Details Data Model is a complementary model providing additional information about individual items.
- Associated account and tax: The model links items to their respective accounts and tax rates using
account_id
andtax_id
, enabling seamless integration with other accounting data models. - Detailed item description: The
description
property allows for a more in-depth understanding of each item’s nature and purpose. - Unit price tracking: The
unit_price
property records the cost of a single unit of the item, making it easy to calculate the total cost of transactions involving the item.
Properties Supported
Property | Type | Description |
---|---|---|
account_id | string | The platform ID of the account associated with this item |
tax_id | string | The platform ID of the tax associated with this item |
description | string | A description of the item |
unit_price | float | The unit price of the item |