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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 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 Location 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 Inventory Item

General tab, the information about the item number, name and unit of measure.

Fields

Details

No. Manually enter the item no.  Max. 20 char for item no, is allowed

Description

Enter item description

Item Type

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)

For detail please refer to Item Type - In deep

Base Unit of Measure

Select from a list

Item Category Code

Identify the Inventory Item or Services Item

Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts

Fields

Details

Gen. Prod. Posting Group

Select posting group for define where the posting enters in the chart of accounts

Inventory Posting Group

Select posting group for define where the posting enters in the chart of accounts

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 100pcs, Item Unit of Measure is need to setup for the item.

Select under navigate bar, Related, item and units 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.  Click [New] button to add the alternative unit of measure

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.

 


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

  • Vendor – Corss Reference No for specific vendor, select vendor no. in Cross Reference Type No.
  • Customer – Cross Reference No for specific customer, select customer no. in Cross Reference Type No.
  • Bar Code – Cross Reference No. for item bar code, enter barcode number in Cross Reference No.


4.4 - Add image file for the item (Optional)

Select Fact Box, then select Import in Picture drop down.

4.5 - Additional Information for the item (Optional)

User can add Comments, Attachments to the item by select action button in navigation bar.

2. Create New Item by Copy Function

User can create similar item by use Copy Item Function.

StepDescription
1

Either select existing item from Item List or open the existing Item Card

2Select under navigate bar, Actions, Functions and Copy Item
3Select the data type it also wants to copy to the new Item
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
  • 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

Select Filter Totals by “Location Filter”

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