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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 | ||||||||||||||||||||||||||||||
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.
Costs & Posting which is the costing on the item and 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 - Enter Item Detail Information |
2. Add Item Reference
Item Reference |
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Item References can be used to store item barcode. Select under navigate bar, Related => Item => Item Reference. (1) Select Reference Type = Bar Code (2) Enter barcode number in Reference No. |
2. Add Item Unit of Measure (Optional)
Item Unit of Measure |
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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 |
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.
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.
2. Create New Item by Copy Function
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