Use the Item Maintenance screen to create and edit Items.

Pre-Requisites

1. Inventory Types

2. Unit of Measure

Step-by-Step Guide

1. Access the Master module.
   
   
   

2. Click Inventory.
   
   
   

3. Click Item.
   
   
   

4. Select an Inventory Type that the new Item will be placed into.
   
   
   

5. Click OK.
   
   
   

6. Click New.
   
   
   

7. Specify an Item Code. For example: 100001
   
   
   

8. Select a Unit of Measure option. For example: CASE
   
   
   

9. Specify a Pack Quantity value. For example: 30
   
   
   

10. Select a Pack UOM option. For example: DOZEN
    With this example, we are stating that this product is a CASE that contains 30 DOZEN eggs.
    
    
    

11. Select a Unit Cost PO option.
    When using the PO system, this is how the item is priced on the Purchase Order. For example, if you want to enter pricing by the CASE, select Unit. If you want to enter pricing by the DOZEN, select Pack. This option does not affect the Sales Order part of the system in any way.
    
    
    

12. Select a Unit Cost Inventory option. 
    When using the Inventory system, this is how the item's cost is stored in Inventory. For example, if you want to store this items price by the CASE, select Unit. If you want to store this items cost in inventory by the DOZEN, select Pack.  This option does not affect the Sales Order part of the system in any way.
    
    
    

13. Specify a Description value. For example: Case of X-Large White Eggs
    
    
    

14. Optional: Assign item to Price Basis Codes ( when using Price Basis Pricing)
    
    
    

15. Optional: Specify any other options on the Item.
    
    
    

16. Click Save.

Comments

If the Comments tab is not shown, you can do the following:

Right click on the form to select “Customize Layout”.

Open

Drag and drop Comments to where you want it, preferably right after “Min/Max Unit Cost” tab.

Open