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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. Create New Inventory Item
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 - Use Search function to check the
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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
Step 3 - Click [New] to create new Item
Step 4 – Enter Item information for the Inventory Item
Item - General Information
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) |
Description | Enter item description |
| Type |
Inventory: The item need to calculate is the inventory count
Non-Inventory: The item is not for inventory e.g. for sales charges income/shipping fee etc
Select Inventory | |
Base Unit of Measure | Select from a list 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
Costs & Posting which is the costing on the item and where the posting enters in the chart of accounts
Fields | Details |
|---|---|
| Costing Method | Default FIFO. *This option is according to Inventory Setup. |
Gen. Prod. Posting Group |
Select PRODUCT |
If non-inventory item, select CHARGES
Inventory Posting Group | Select ITEM |
Costs & Posting holds the sales price, sales prices and discount offer to customer or customer group and other sales configuration
| Fields | Description |
|---|---|
| Unit Price | Enter the standard unit price for the item if any |
| Sales Prices & Discounts | Click the link to create the sales price & discount for specific customer or customer group If sales price & discounts is in exist, click the link to see the details |
| Sales Unit | Set the default sales unit if any |
Item Tracking (Optional)
Item Tracking for setup the rule for Lot details when receipt or shipment for the item.
Note: for the item it has BOM, no need to select the item tracking Code (specific for iGoal business scenario)
| Field | Description |
|---|---|
| Item Tracking Code | Select LOTEXP if Lot number and expiry date for the item is required |
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Item Reference (e.g. Bar Code)
Item
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References can be used to store item barcode.
Select under navigate bar, Related => Item => Item Reference.
(1) Select Reference Type = Bar Code
(2) Enter barcode number in Reference No.
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Add Item Unit of Measure (Optional)
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Item Unit of Measure
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.
(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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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.
Related Page:
How to create new item by Copy Function
3. Preview the Inventory Quantity
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- The total inventory quantity shows on the Inventory Column.
Click on the Inventory value to preview the item ledger entries for the item
- Filter the Inventory Quantity by Location
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