物品是庫存項目,例如產品和重新打包的產品,用於在特定電子商務平台上銷售或其他非庫存項目。
每個項目都必須註冊為項目卡片,以保存購買、存儲、銷售、交付和結算所需的信息。
項目卡片可以通過指定庫存、非庫存或服務類型來識別項目,以指定項目是物理庫存單位、工時單位還是不在庫存中追蹤或計費的物理單位等。
Items are inventory item such as product and re-packed product for selling on specific commerce perform or another non-inventory item.
Each item must be registered as an item card for hold the information that is required to buy, store, sell, deliver, and account
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
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創建新的庫存項目
步驟 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 Item 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
Item - General Information
在導航欄中點擊"Items"。
注意:如果導航欄中未包含該鏈接,請點擊"搜索"按鈕,然後在搜索框中輸入"Item",然後選擇該鏈接。
步驟 2 - 使用搜索功能檢查項目是否已經創建
用戶可以在搜索框中輸入項目描述,然後在創建新項目卡片之前檢查該項目是否已存在。
步驟 3 - 點擊"新建"創建新的項目
步驟 4 - 為庫存項目輸入項目信息
Item - 常規信息
常規選項卡中包含項目編號、名稱和基本計量單位等信息。General tab, the information about the item number, name and base unit of measure.
Fields | Details |
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No. | Manually enter the item no. (Max. 20 char) |
Description | Enter item description |
Type | Select Inventory |
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 |
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成本和過帳 (Cost & Posting)
Costs & Posting which is the costing on the item and where the posting enters in the chart of accounts成本和過帳選項卡用於設置項目的成本以及過帳進入會計科目的方式
Fields | Details |
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Costing Method | Default FIFO. *This option is according to Inventory Setup. |
Gen. Prod. Posting Group | Select PRODUCT |
Inventory Posting Group | Select ITEM |
Item
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追蹤(可選)
項目追蹤用於在接收或出貨項目時設置批號詳細信息的規則。
注意:對於具有BOM(Bill of Materials,物料清單)的項目,無需選擇項目追蹤代碼(特定於iGoal業務場景)
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Item Tracking for setup the rule for Lot details when receipt or shipment for the item.
Note: for the item it has BOM, no need to select the item tracking Code (specific for iGoal business scenario)
Field | Description |
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Item Tracking Code | Select LOTEXP if Lot number and expiry date for the item is required |
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Item Reference (e.g. Bar Code)
Item References can be used to store item barcode.
Select under navigate bar, Related => Item => Item Reference.
可用於存儲項目條形碼。
點選 Item 裏面的 ”相關“ => ”Item“ => ”Item Reference“.
(1) Select 選擇 Reference Type = Bar Code
(2) Enter barcode number in Reference No在 ”Reference No“ 下方 .
Add Item Unit of Measure (Optional)
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