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.

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 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

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 MethodDefault FIFO.  *This option is according to Inventory Setup.  

Gen. Prod. Posting Group

Select PRODUCT

Inventory Posting Group

Select ITEM

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) 

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

Item Reference (e.g. Bar Code)

Item 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.

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.

(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 


Related Page:

Setup Assembly BOM Item

How to create inventory item

How to create new item by Copy Function

How to create Services item

  • No labels