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.
Fields | Details |
|---|
No. | Tab out the field if use default number Enter the item number in the field if use manual number. |
Description | Item Description |
Description 2 | Item Description 2 (optional) |
Base Unit of Measure | Select from a list of Units of Measure *Required field for "unblock" item |
Type | Default Inventory. Select "Services" if the item is use for "Services Charge." |
Item Category Code (Type) | Select the code from Dimension Value list (Optional for "Services" Item) *Required field for "unblock" item if Type is "Inventory" |
| Product Group Code (Brand) | Select the code from Dimension Value list (Optional for "Services" Item) *Required field for "unblock" item if Type is "Inventory" |
| Product Sub-group Code (Brand) | Select the code from Dimension Value list (if any) |
| Special Storage Code | Select the code. *Required field for "unblock" item |
| Danger Goods | Check the box if it is Danger Goods. Will trigger the checking function in SQ/SO |
| Dry Ice | Check the box if it requires Dry Ice |
| Regulation | If yes, Assign the code to Select the Regulation from a list (if any). Will trigger the checking function in SQ/SO |
| Check Cost/Price | Check the box if it requires cost/price checking. Will trigger the checking function in SQ/SO |
Licenses & Special Shipping Charge
The Item Card will show "No" if no Licenses & Special Shipping Charge is assigned. If showing "Yes", Will trigger the checking function in SQ/SO
User can click into it and assign the code. After at least 1 code is assigned (can have more than 1), it will show "Yes" in the field and will trigger the checking function in SQ/SO
Fields | Details |
|---|
| Licenses | Select the code after clicking ”Yes / No" in Item Card |
| Special Shipping Charge | Select the code after clicking ”Yes / No" in Item Card |
Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts.
Fields | Details |
|---|
Gen. Prod. Posting Group | Select posting group for define where the posting enters in the chart of accounts *Required field for "unblock" item |
Inventory Posting Group | Select posting group for define where the posting enters in the chart of accounts *Required field for "unblock" item if the Type is "Inventory" |
Prices & Sales record the default Unit Price for the item if any. Please note, the price if for local currency only.
| Fields | Details |
|---|
| Unit Price | Default Unit Price in local currency |
| Purchase Unit of Measure | Default Unit of Measure for Purchase Documents |
| Sales Unit of Measure | Default Unit of Measure for Sales Documents |
*Fields only to be filled for Lot Item.
