Item cards hold the information that is required to buy, store, sell and account for items.
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Step-by-Step Guide for Create Item
Table of Contents |
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Step 1 - Enter Item InformationClick [Items] in navigation bar. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Note: if the link not included in navigation bar, click Search button then enter Item into search box then select the link | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
from Action Bar or Search "Items" | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1.2 Step 2 - Click [New] to create new Item | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Step 1.3 – Enter Item information. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
The Item cards are divided into below tables where fields that are similar are group grouped together. Fill up the information for to create the a new Item card. General tab, the information about the item numberNumber, name Name and unit Unit of measureMeasure.
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 2Step 4- Enter Item Detail Information | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
42.1 - 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. 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 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
42.2Item Vendor Catalog (Optional except purchasing item it need create PO from Requisition Worksheet) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4.3 Item Cross Reference (Optional) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Cross References can be used to store Cust/Vendor’s item number or item barcode. Select under navigate bar, Related, Item and Cross Reference. Select Cross Reference Type
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4.4 - Add image file for the item (Optional) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Select Fact Box, then select Import in Picture drop down. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4.5 - Extended Text (Optional) - add extended text if the item have specific attribute for sales quote) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2. Click New to add new Extended Text 3. (1) Enter Description of the extended text (i.e. use the item no. as the extended text description) (2) Enter Extended Text Lines 4. Configure where will use the extended text (Optional), in Sales and Purchase Tab, system default all related document will use the extended text, unselect the option if needs. Reference - after Extended Text setup in item card, the text to be add to line when user select the item in related document. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4.6 - Additional Information for the item (Optional) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
- Item Unit of Measure for 2nd UOM - (Optional) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Example: 1000M2 = 3.277 TONNES | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2.3 - Item Reference - (Optional) record the vendor/customer’s SKU if any. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
(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.0
Example: | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2.3- Dimensions - (Required) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Dimension Value for Global Dimension "Dept" to be fill up according to user select the value in Item Tab. However, user need to select the Value Posting option for the dimension
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. User can add Comments, Attachments to the item by select action button in navigation bar. |