Create Customer Items

Use the Customer Item Maintenance screen to create and edit Customer Items. Customer Items are used to provide a cross reference between an item number in Aeros, the customer’s item number and an EDI item number.

Pre-Requisites

1. Customers

2. Items

Step-by-Step Guide

1. Access the Master module and select Sales and then Customer Item (Note: can also be accessed by opening the customer master record for a particular customer and selecting profile → customer item)
   
   

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2. 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: NEWCUST. You may also enter a partial string in the search box and click Browse to search for the customer.
      
      

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   2. Click Retrieve.
      
      

3. 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.
   
   

4. Select an Inventory Type for the item.
   
   

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

6. Specify a Customer Item No. value. This could be the item code value that the customer uses when they place an order.
   
   

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

8. Optional: Specify a Customer UPC Code value.
   
   

9. Click Save icon.
   
   

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10. Optional: Click the New button and repeat Step #4 to Step #10 for additional Customer Items.