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


Step-by-Step Guide for Create Item

Step 1 - Enter Item Information 

Click [Items] from Action Bar or Search "Items"

1.2 Click [New] to create new Item

1.3 – Enter Item information.

The Item cards are divided into below tables where fields similar are grouped together.  Fill up the information to create a new Item card.

General tab, the information about the item Number, Name and Unit of Measure.

Fields

Details

No.

Tab out the field if use default number

Enter the item number in the field if use manual number.

Description

Item Description 

Base Unit of Measure

Select from a list of Units of Measure

Item Category Code

Select appropriate Item Category from the list 

Type

Default Inventory.

Inventory Value Zero

Select the option.

The option is need to select for the item it has no inventory value

E.g. Coupon 


Item Tracking which take control for the Item to have a lot number to be used to keep track of the expiration date. 

*Fields only to be filled for Lot Item.

FieldsDetails
Item Tracking Code

For Lot Item, it needs to select the code to control the Lot Item Tracking.

*For Non-Lot Item, no code to be entered.

Lot Nos

To be select the No.Series for the Lot Number.

*User can choose to manual input but still need to choose the no.series. Please refer to Number Series.

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

Prices & Sales record the default Unit Price for the item if any.  Please note, the price if for local currency only.

FieldsDetails
Unit PriceDefault Unit Price in local currency 
Purchase Unit of MeasureDefault Unit of Measure for Purchase Documents
Sales Unit of MeasureDefault Unit of Measure for Sales Documents
Step 2 - Enter Item Detail Information
Dimensions 

Dimension for Item is used for Report & Analysis.

  1. Select "Dimensions" from action bar
  2. Select option for Value Posting for the Dimension   E.g. The Category for this item is LOW FAT MILK.

NOTE:

Code Mandatory - Select this option if the default dimension for this account or account type must have a dimension value when posting, but any dimension value is acceptable.

Same Code - Select this option if the default dimension for this account or account type must always have the same dimension value code as that selected in the Dimension Value Code field when posting.