Item cards hold the information that is required to buy, store, sell and account for items. 


Step-by-Step Guide for Create Item

Step 1 - Enter Item Information 

Click [Items] from Action Bar or Search "Items"

1.2 Click [New] to create new Item

1.3 – Enter Item information.

The Item cards are divided into below tables where fields similar are grouped together.  Fill up the information to create a new Item card.

General tab, the information about the item Number, Name and Unit of Measure.

Fields

Details

No.

Enter the item number in the field.

Description

Item Description 

Description 2

Item Description 2 (optional)

Base Unit of Measure

Select from a list of Units of Measure

*Required field for "unblock" item

Type

Default Inventory.

Select "Services" if the item is use for "Services Charge." 

Item Category Code (Type)

Select the code from Dimension Value list

(Optional for "Services" Item)

*Required field for "unblock" item if Type is "Inventory"

Product Group Code (Brand)

Select the code from Dimension Value list

(Optional for "Services" Item)

*Required field for "unblock" item if Type is "Inventory"

Product Sub-group Code (Brand)

Select the code from Dimension Value list (if any)

Special Storage Code

Select the code. 

*Required field for "unblock" item

Danger Goods

Check the box if it is Danger Goods. Will trigger the checking function in SQ/SO

Dry Ice

Check the box if it requires Dry Ice

Regulation

Select the Regulation from a list (if any).  Will trigger the checking function in SQ/SO

Check Cost/Price

Check the box if it requires cost/price checking. Will trigger the checking function in SQ/SO


Licenses & Special Shipping Charge

The Item Card will show "No" if no Licenses & Special Shipping Charge is assigned. If showing "Yes", Will trigger the checking function in SQ/SO

User can click into it and assign the code. After at least 1 code is assigned (can have more than 1), it will show "Yes" in the field and will trigger the checking function in SQ/SO

Fields

Details

LicensesSelect the code after clicking ”Yes / No" in Item Card
Special Shipping ChargeSelect the code after clicking ”Yes / No" in Item Card


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

*Required field for "unblock" item

Inventory Posting Group

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

*Required field for "unblock" item if the Type is "Inventory"

Prices & Sales record the default Unit Price for the item if any.  Please note, the price if for local currency only.

FieldsDetails
Unit PriceDefault Unit Price in local currency 
Purchase Unit of MeasureDefault Unit of Measure for Purchase Documents
Sales Unit of MeasureDefault Unit of Measure for Sales Documents

Replenishment (optional)

FieldsDetails
Vendor No.

Specify the vendor no. and show as a default value in the requisition worksheet

*Required field for "unblock" item

Vendor Item No.Specify the vendor no. and show as a default value in the requisition worksheet

Item Tracking which take control for the Item to have a lot number to be used to keep track of the expiration date. 

*Fields only to be filled for Lot Item.

FieldsDetails
Item Tracking Code

For Lot Item, it needs to select the code to control the Lot Item Tracking.

*For Non-Lot Item, no code to be entered.

*Required field for "unblock" item if Type is "Inventory"

Lot Nos

To be select the No.Series for the Lot Number.

*User can choose to manual input but still need to choose the no.series. Please refer to Number Series.

Planning controls the Reordering Policy & Order Quantity.

FieldsDetails
Reordering Policy

Choosing "Order" for requisition worksheet function

*Required field for "unblock" item if Type is "Inventory"

Minimum Order Quantity (MOQ)Facilitate the Minimum Order Quantity function in Requisition Worksheets.
Order Multiple (OMQ)Facilitate the Order Multiple function in Requisition Worksheets.
Safety Stock QuantityFacilitate the safety quantity function in Requisition Worksheets.