Items

 Item  

You can access this screen  through  the Item's  icon on the Sales, Purchasing, Warehouse or Production sections pages.

To create a new Item, first you must choose an Item Group from the Group drop-down list. Then provide a name (or  number).   Then select a Unit of measurement from the Gen tab.

When you modify an existing item,  Group and Name/no field, Lot/serial # information  cannot be changed.

Other  information entries are  distributed in Gen (General), Sel (Sale), RItems (Related Items), Pur (Purchase Information ) UOM ( Unit of Measure), Cstm (Custom fields) and Notes  tabs.

Gen : The general information such as Sales/purchase description, price, weight, cost, volume, unit of measurement, default bin information if has one. The available quantity, bin, serial number for each location  will be shown on the bottom area of the screen.

Sal :  Has the Sales information. You can add/delete/edit the related customer information. If a certain Customer is required to refer to one of your Items by a particular part number, you can record this information here.  To add a new  customer information, select a customer name by pressing >> button.  Enter the customer's  part number for this item and press Add

RItems : On this tab, you can choose Items in your inventory that are somehow related to the current item. Just pick a related item by pressing  >> button in the Name box, enter a description, and choose a Type. Type come in two flavors. Either the Item is a 'Replacement', that is, something that can substitute for the current Item if it's out of stock, or it is an 'Up Sell', which can be accessories, related services, or any other Item that somehow augments the main Item. Related Items can be added/viewed or deleted  through this tab.  

Pur : You can add information about the Manufacturer, and even select preferred Vendors from whom you routinely procure the Item.  Item Cost, Manufacturers part number (MPN), Universal Product Code (UPC) and Vendor Part Number (VPN)  can be added/edited through this tab. One of the Vendor can be made default by checking IsDefault checkbox.

UOM : Unit of  measurement and conversion detail  for selling, using & purchasing  this item can be added/edited.

Cstm : The custom fields created on allOrders.

Notes : Any particular Notes related to this item