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Step-by-Step Guide for Create Item
Table of Contents |
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Step 1 - Enter Item InformationClick [Items] from Action Bar or Search "Items" | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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.
Closing & Pricing which is the costing on the item and 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.
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Step 2 - Enter Item Detail Information | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2.1 - Item Unit of Measure - (Optional - enter item unit of measure if the item has multiple unit it uses in Sales or Purchase Document) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Assign alternative unit of measure for the item if any. For example, if the item base unit is pcs. and it will order in a Box, in this case, if 1 box of the item with 100pcs, Item Unit of Measure is need to setup for the item. Select under navigate bar, Related, item and units of measure. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
BC standard feature for Item Unit of Measure is use for assigning alternate units of measure to purchase or sales documents to specify how many units of the base unit of measure you handle at a time in those processes. For example, you may buy the item on pallets, sell the item on box, and only use single pieces in your inventory. NOTE: If the Qty per unit of Measure is fixed for the item. the setup is below: The case example shows 1 Box = 12 PC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2.3 - Item Reference - (Optional) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
(NOTE: If the Customer/Vendor's Reference No description is same as Item Description, system will default Item Description to the order line if the Reference No,. is entered into the order line)
Example: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2.3- Dimensions | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Dimension for Item is used for Report & Analysis.
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. |
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