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 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 the Inventory Item | ||||||||||||||||||||||||||||||
General tab, the information about the item number, name and base unit of measure.
Costs & Posting which is the costing on the item and where the posting enters in the chart of accounts
Costs & Posting holds the sales price, sales prices and discount offer to customer or customer group and other sales configuration
Item Tracking for setup the rule for Lot details when receipt or shipment for the item
|
2. Add Item Reference
| Item Reference |
|---|
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.
|
3. Add Item Unit of Measure (Optional)
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
|
4. Create Sales Price or Sales Discount
| Sales Price or Sales Discount |
|---|
User can setup the sales price or sales discount (e.g. consignment rate) for specific customer Step 1 - In Prices & Sales tab, click Create New... in Sales Prices & Discount field.
Step 2 - Option dialog prompted, select the choice then click OK
Step 3 - Enter the sales price details (1) Sales Type - default Customer, user can select customer price group or all customer. (2) Sales Code - if sales price for specific customer, select the customer no, (3) Unit Price - enter the sales price it specific for the customer (4) Starting Date - enter the starting date if the price only effective on specific date. (5) Click OK to close the page after finished
Alternatively, if create sales discount for the item, please see the steps below Step 1 - In Prices & Sales tab, click Create New... in Sales Prices & Discount field. Step 2 - Option dialog prompted, select the option for Create New Special Discount then click OK Step 3 - Enter the sales price details and fill up the Line Discount %
|
5. Update Sales Price or Sales Discount by Sales Price Worksheet
6. Create Assemble BOM
7. Create New Item by Copy Function
User can create similar item by use Copy Item Function.
| Step | Description |
|---|---|
| 1 | Either select existing item from Item List or open the existing Item Card |
| 2 | Select under navigate bar, Actions, Functions and Copy Item |
| 3 | Select 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. |
