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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

1.

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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

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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 

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Step 3 - Click [New] to create new Item

Step 4 – Enter Item information for the Inventory Item

Item - General Information

創建新的庫存項目

步驟 1 - 在導航欄中點擊"Item"。

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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。

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步驟 3 - 點擊"New"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

No. Manually enter the item no.  (Max. 20 char手動輸入項目號碼 (最多 20 字元

Description

Enter item description

Description 

項目的 描述

Type 

選擇 "Inventory" (清查)

Type

Select Inventory

Base Unit of Measure


Select from a list 列表中選擇

Unit: PCS, BOX have been setup in production.  User can add new Unit of Measure if another unit need to use in future

Costs & Posting 

已經設置完成.  使用者如有需要,日後可自行添加

成本和過帳 (Cost & Posting) 

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Costs & Posting which is the costing on the item and where the posting enters in the chart of accounts

Fields

Details

Costing
Method
Method 
Default
預設為 FIFO.  *
This option is according to Inventory Setup.  
此選項是根據庫存設置  

Gen. Prod. Posting Group

Select PRODUCT

選擇 Product (產品)

Inventory Posting

Group

Select ITEM

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Item Tracking (Optional)

Item Tracking for setup the rule for Lot details when receipt or shipment for the item.  

Group 

選擇 Item (項目)

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項目追蹤 - Item Tracking(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)Note: for the item it has BOM, no need to select the item tracking Code (specific for iGoal business scenario) 

FieldDescription
Item Tracking CodeCode Select LOTEXP if Lot number and expiry date for the item is required 

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如果需要項目的批號和有效日期,選擇LOTEXP

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項目參考 - Item Reference (e.g. Bar Code)

Item References can be used to store item barcode. 

Select under navigate bar, Related => Item => Item Reference.

項目參考可用於存儲項目條形碼。

點選 Item 裏面的 "Related " => "Item" => "Item References".

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(1) Select  選擇 Reference Type = Bar Code

(2) Enter barcode number in 在 "Reference No" 下方輸入Bar Code號碼 .

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Add Item Unit of Measure (Optional)

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.

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(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 

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添加項目計量單位 (可選)

如果需要,可爲項目分配替代計量單位 

例如,項目"Aligner Trays"的基本單位是"pcs"(個),但是它會按箱子訂購,如果一箱的項目有20個,則需要為項目設置項目計量單位。

(1)進入項目計量單位頁面

按"相關" => "項目" => "測量單位"

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(2)填寫項目計量單位

粗體字顯示的行是基本單位,當用戶在項目的常規選項卡中輸入基本計量單位時,系統將自動生成它。

     (1)選擇項目的另一個單位(例如Pack)

     (2)輸入每個計量單位的數量

*在下面的示例中,1 Pack有100個"pcs"(個)。

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