Create Customer Items

Use the Customer Item Maintenance screen to create and edit Customer Items.

Pre-Requisites

1. Customers

2. Items

Step-by-Step Guide

1. Access the Master module.
    

2. Click Sales.
   
   
   

3. Click Customer Item.
   
   
   

4. Use the Select Customer Window to locate the Customer you wish to create Customer Items for.
   
   
   

   1. In the Alpha Key field, enter the Customer Short Name. For example: CULTURA
      
      
      

   2. Click Retrieve.
      
      

5. By default, if the selected Customer has no Customer Items, the screen will automatically click the New button for you.
   Optional: Click New to add a new Customer Item.
   
   
   

6. Select an Inventory Type option.
   
   
   

7. Specify an Item #. This is the Aeros ERP Item # pre-defined in the Item Master.
   Optional: Right click in the Item # field and select Search to use the Item Search screen.
   
   
   

8. Specify a Customer Item No. value. For example: WHITEEGGS
   
   
   

9. Optional: Specify an EDI Cross Reference value if using the EDI Interface.
   
   
   

10. Optional: Specify a Customer UPC Code value.
    
    
    

11. Click Save.
    
    
    

12. Optional: Click the New button and repeat Step #6 to Step #11 for additional Customer Items.