Item cards hold the information that is required to buy, store, sell and account for items. 商品卡片保存購買、儲存、銷售和核算商品所需的信息。
Table of Contents
1. Create New Item
- 創建新商品
步驟1 - 在導航欄中單擊[商品] | ||||||||||||||||
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注意：如果導航欄中未包含鏈接，請單擊搜索按鈕，然後在搜索框中輸入“商品”，然後選擇該鏈接。 | ||||||||||||||||
步驟2 - 單擊[新建]以創建新商品。 | ||||||||||||||||
步驟3-輸入商品信息 | ||||||||||||||||
商品卡片分為以下表格，相似的字段被分組在一起。填寫信息以創建新的商品卡片 常規選項卡，關於商品編號、描述和計量單位的信息
結算和定價 這是商品的成本以及在會計科目中的輸入位置。
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| 步驟4-輸入商品詳細信息 | ||||||||||||||||
| 4.1 - 商品計量單位 - 如果商品有多種單位，請輸入商品計量單位。 | ||||||||||||||||
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粗體顯示的是基本單位，當使用者在物品一般資訊標籤中輸入基本單位時，系統會自動生成。按 [新增] 按鈕以添加替代單位。
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| 4.2 供應商目錄 (非必要，除非需要從請購工作表建立PO) | ||||||||||||||||
在導航欄中選擇 | ||||||||||||||||
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 - Click [New] to create new Item | ||||||||||||||||
Step 3 – Enter Item information. |
Fields | Details |
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Description | Enter Item Description |
| Item Type | Default Inventory for the item it required to buy, store and sell. Change if needs. For detail, please refer to 中文Item Type - In deep |
Base Unit of Measure | Select the base unit of the item |
Item Category Code | (Optional) Select Item Category if needs. For details, please refer to Item Category |
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 |
Inventory Posting Group | Select posting group for define where the posting enters in the chart of accounts |
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 4pcs, Item Unit of Measure is need to setup for the item.
Select under navigate bar, Related, item and units 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. Click [New] button to add the alternative unit of measure
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.
從下拉清單中選擇供應商，如果有供應商物品編號，請輸入。
注意：如果該商品只有單一供應商，請在“商品補貨”選項卡中輸入供應商編號和供應商物品編號。
Cross References can be used to store Cust/Vendor’s item number or item barcode.
Select under navigate bar, Related可以使用交叉參照來存儲客戶/供應商的物品編號或條形碼。 在導航欄中選擇相關選項Related, Item and Cross Reference.
Select Cross Reference Type
- Vendor – Cross 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.
選擇交叉參照類型：
供應商-特定供應商的交叉參照號碼，選擇供應商編號。
客戶-特定客戶的交叉參照號碼，選擇客戶編號。
條形碼-商品條形碼的交叉參照號碼，輸入條形碼號碼。
800
在Fact Box中選擇圖片下拉菜單中的“導入”選項。
Select Fact Box, then select Import in Picture drop down.
User can add Comments, Attachments to the item by select action button in navigation bar.
2. Create New Item by Copy Function
User can create similar item by use Copy Item Function.
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Either select existing item from Item List or open the existing Item Card
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Click [OK] to confirm create new item by copy from existing item
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Notification to be shows after the item is created.
| 商品的其他信息 (可選) |
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用戶可以通過在導航欄中選擇操作按鈕，添加評論、附件等信息。
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2. 透過複製功能建立新商品
使用者可以使用複製商品功能來建立類似的商品。
| 步驟 | 說明 |
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| 1 | 在商品清單中選擇現有的商品或開啟現有的商品卡片 |
| 2 | 選擇導覽列下的「操作」、「功能」和「複製商品」 |
| 3 | 選擇要複製到新商品中的資料類型。 |
| 4 | 點擊「確定」以確認從現有商品複製並建立新商品。
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| 5 | 商品建立後會顯示通知。 |
3. 預覽庫存數量
| 商品清單 |
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3. Preview the Inventory Quantity
| Item List |
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Click on the Inventory value to preview the item ledger entries for the item |
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