Item cards hold the information that is required to buy, store, sell and account for items.
Table of Contents
1.
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Create New Item
Step 1 - Click [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 | ||||||||||||||||||||
Step 2 - Click [New] to create new Item | ||||||||||||||||||||
Step 3 – Enter Item information. | ||||||||||||||||||||
The Item cards are divided into below tables where fields that are similar are group together. Fill up the information for create the new Item card. General tab, the information about the item number, name description and unit of measure.
No. User can enter a customer number manually, or by number series. Click […] button next to the No field to select number series
Different item types: Inventory: The item need to calculate is the inventory count Service: Item is a kind of service that may not physically countable (e.g. Delivery service, repairing) Non-Inventory: The item may not be suitable for inventory count (e.g. Plastic bags - which can be ignored their underlying value)
Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts
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| Step 4 - Enter Item Detail Information | ||||||||||||||||||||
| 4.1 - Item Unit of Measure - enter item unit of measure if the item has multiple unit | ||||||||||||||||||||
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 100pcs4pcs, Item Unit of Measure is need to setup for the item. Select under navigate bar, Related, item and units of measure.
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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
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| 4.2 Item Vendor Catalog (Optional except purchasing item it need create PO from Requisition Worksheet) | ||||||||||||||||||||
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.
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| 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.
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| 4.5 - Additional Information for the item (Optional) | ||||||||||||||||||||
User can add Comments, Attachments to the item by select action button in navigation bar.
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2. Create New Item by Copy Function
User can create similar item by use Copy Item Function.
| Step | Description | ||
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| 1 | Either select existing item from Item List or open the existing Item Card | ||
| 2 | Select under navigate bar, Actions, Functions and Copy Item
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| 3 | Select the data type it also wants to copy to the new Item
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| 4 | Click [OK] to confirm create new item by copy from existing item | 5 | Notification to be shows after the item is created.
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 |
Select Filter Totals by “Location Filter” |
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