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The item card can be identified type for Inventory, Non-Inventory or Service to specify if the item is a physical inventory unit, a labor time unit, or a physical unit that is not tracked in inventory or charges etc.
Table of Contents
1. Create New Inventory Item
Step 1 - Click [Items] in navigation bar. |
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Note: if the link not included in navigation bar, click Search button then enter Item into search box then select the link
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| Step 2 - Use Search function to check the Location is already created or not |
User can enter item description into the search box then check the item is in exist or not before create new item card
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Step 3 - Click [New] to create new Item |
Step 4 – Enter Item |
information for the Inventory Item | ||||
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General tab, the information about the item number, name and base unit of measure.
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Service: Item is a kind of service that may not physically countable (e.g. Delivery service, repairing)
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Item Category Code
Identify the Inventory Item or Services Item
Costs & Posting which |
is the costing on the item and where the posting enters in the chart of accounts
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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
Costs & Posting holds the sales price, sales prices and discount offer to customer or customer group and other sales configuration
Item Tracking for setup the rule for Lot details when receipt or shipment for the item
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| Step 5 |
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| - Enter Item Detail Information |
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| 5.1 - Item Unit of Measure - enter item unit of measure if the item has multiple unit |
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Assign alternative unit of measure for the item if any. For example, |
item Chewies for Aligner Trays (1 Bag) base unit is pcs. and it will order in a Box, |
if 1 box of the item with |
20pcs, Item Unit of Measure is need to setup for the item. (1) Go to item unit of measure page Select under navigate bar, Related, |
=> Item => Units of measure. |
(2) fill up the item unit 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. (1) Select another unit for the item (e.g. |
Box) then (2) Enter the Qty per unit of measure *in the case example below is 1 box has 20 pcs
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| 4.2 Item Vendor Catalog (Optional except purchasing item it need create PO from Requisition Worksheet) |
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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 |
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| Reference |
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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
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Select Fact Box, then select Import in Picture drop down.
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.
| Step | Description |
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| 1 | Either select existing item from Item List or open the existing Item Card |
| 2 | Select under navigate bar, Actions, Functions and Copy Item |
| 3 | Select the data type it also wants to copy to the new Item |
| 4 | Click [OK] to confirm create new item by copy from existing item
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| 5 | Notification to be shows after the item is created. |
3. Preview the Inventory Quantity
| Item List |
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Click on the Inventory value to preview the item ledger entries for the item |
Select Filter Totals by “Location Filter” |