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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.
Tab out the field if use default number
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Type | Default Inventory. | |||||||||||||||||||||||
Inventory Value Zero | Select the option. The option is need to select for the item it has no inventory value E.g. Coupon | |||||||||||||||||||||||
Fields | Details | |||||||||||||||||||||||
Item Tracking Code | For Lot Item, it needs to select the code to control the Lot Item Tracking. *For Non-Lot Item, no code to be entered. | Lot Nos |
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 | 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 |
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Licenses | Select the code after clicking ”Yes / No" in Item Card |
Special Shipping Charge | Select the code after clicking ”Yes / No" in Item Card |
To be select the No.Series for the Lot Number.
*User can choose to manual input but still need to choose the no.series. Please refer to Number Series.Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts.
Fields | Details |
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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 |
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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 |
Step 2 - Enter Item Detail Information
Dimensions
Replenishment (optional)
Fields | Details |
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Vendor No. | Specify the vendor no. and show as a default value in the requisition worksheet *Required field for "unblock" item |
Vendor Item No. | Specify the vendor no. and show as a default value in the requisition worksheet |
Item Tracking which take control for the Item to have a lot number to be used to keep track of the expiration date.
*Fields only to be filled for Lot Item.
Fields | Details |
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Item Tracking Code | For Lot Item, it needs to select the code to control the Lot Item Tracking. *For Non-Lot Item, no code to be entered. *Required field for "unblock" item if Type is "Inventory" |
Lot Nos | To be select the No.Series for the Lot Number. *User can choose to manual input but still need to choose the no.series. Please refer to Number Series. |
Planning controls the Reordering Policy & Order Quantity.
Fields | Details |
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Reordering Policy | Choosing "Order" for requisition worksheet function *Required field for "unblock" item if Type is "Inventory" |
Minimum Order Quantity (MOQ) | Facilitate the Minimum Order Quantity function in Requisition Worksheets. |
Order Multiple (OMQ) | Facilitate the Order Multiple function in Requisition Worksheets. |
Safety Stock Quantity | Facilitate the safety quantity function in Requisition Worksheets |
Dimension for Item is used for Report & Analysis.
- Select "Dimensions" from action bar
- Select option for Value Posting for the Dimension E.g. The Category for this item is LOW FAT MILK.
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. |