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5.1 - Item Unit of Measure - enter item unit of measure if the item has multiple unit

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 - 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 

Step 3 - Click [New] to create new Item

Step 4 – Enter Item information for the Inventory Item

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

Fields

Details

No. Manually enter the item no.  (Max. 20 char

Description

Enter item description

Type

Inventory: The item need to calculate is the inventory count

Non-Inventory: The item is not for inventory e.g. for sales charges income/shipping fee etc

Base Unit of Measure

Select from a list 

Unit: PCS, BOX have been setup in production.  User can add new Unit of Measure if another unit need to use in future

Costs & Posting which is the costing on the item and where the posting enters in the chart of accounts

Fields

Details

Costing MethodDefault FIFO.  *This option is according to Inventory Setup.  

Gen. Prod. Posting Group

If inventory item, select PRODUCT

If non-inventory item, select CHARGES

Inventory Posting Group

Select ITEM

Costs & Posting holds the sales price, sales prices and discount offer to customer or customer group and other sales configuration

FieldsDescription
Unit PriceEnter the standard unit price for the item if any
Sales Prices & Discounts

Click the link to create the sales price & discount for specific customer or customer group

If sales price & discounts is in exist, click the link to see the details

Sales Unit Set the default sales unit if any

Item Tracking for setup the rule for Lot details when receipt or shipment for the item

FieldDescription
Item Tracking CodeSelect LOTEXP if Lot number and expiry date for the item is required 

Step 5 - Enter Item Detail Information

2. Add Item Reference

Item Reference 

Item References can be used to store item barcode. 

Select under navigate bar, Related => Item => Item Reference.

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(1) Select  Reference Type = Bar Code

(2) Enter barcode number in Reference No.

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2. Add Item Unit of Measure (Optional)

Item Unit of Measure 

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.

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(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)

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 

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 – Corss 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.
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2. Create New Item by Copy Function

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