Item cards hold the information that is required to buy, store, sell and account for items. 

1. Create New Item

Step 1 - Click [Items] in navigation bar.

Note: if the link not included in navigation bar, click Search button then enter Item into search box then select the link

Step 2 - Click [New] to create new Item

Step 3 – Enter Item information.

The Item cards are divided into below tables where fields that are similar are group together.  Fill up the information for create the new Item card.

General tab, the information about the item number, description and unit of measure.

Fields

Details

Description

Enter Item Description 

Item Type

Default Inventory for the item it required to buy, store and sell.  Change if needs.

For detail, please refer to Item Type - In deep

Base Unit of Measure

Select the base unit of the item

Item Category Code

(Optional) Select Item Category if needs. 

For details, please refer to Item Category 

Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts

Fields

Details

Gen. Prod. Posting Group

Select posting group for define where the posting enters in the chart of accounts

Inventory Posting Group

Select posting group for define where the posting enters in the chart of accounts

Step 4 - Enter Item Detail Information
4.1 - Item Unit of Measure - enter item unit of measure if the item has multiple unit

Assign alternative unit of measure for the item if any. For example, if the item base unit is pcs. and it will order in a Box, in this case, if 1 box of the item with 4pcs, Item Unit of Measure is need to setup for the item.

Select under navigate bar, Related, item and units of measure.

The line show in bold text is base unit and it will be generated by system automatically when user enter Base Unit of Measure in Item General tab.  Click [New] button to add the alternative unit of measure

4.2 Item Vendor Catalog (Optional except purchasing item it need create PO from Requisition Worksheet)

Select under navigate bar, Related, Purchase and Vendors.

 

Select Vendor from drop down list and enter vendor item no if any.

Note: enter Vendor No, Vendor Item No. in Item Replenishment tab if single vendor for the item.

 


4.3 Item Cross Reference (Optional)

Cross References can be used to store Cust/Vendor’s item number or item barcode. 

Select under navigate bar, Related, Item and Cross Reference.

Select Cross Reference Type

  • Vendor – Cross Reference No for specific vendor, select vendor no. in Cross Reference Type No.
  • Customer – Cross Reference No for specific customer, select customer no. in Cross Reference Type No.
  • Bar Code – Cross Reference No. for item bar code, enter barcode number in Cross Reference No.

4.4 - Add image file for the item (Optional)

Select Fact Box, then select Import in Picture drop down.

4.5 - Additional Information for the item (Optional)

User can add Comments, Attachments to the item by select action button in navigation bar.

2. Create New Item by Copy Function

User can create similar item by use Copy Item Function.

StepDescription
1

Either select existing item from Item List or open the existing Item Card

2

Select under navigate bar, Actions, Functions and Copy Item

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3

Select the data type it also wants to copy to the new Item

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4

Click [OK] to confirm create new item by copy from existing item


3. Preview the Inventory Quantity
Item List
  • The total inventory quantity shows on the Inventory Column.

Click on the Inventory value to preview the item ledger entries for the item

  • Filter the Inventory Quantity by Location

Select Filter Totals by “Location Filter”