Create and Manage Items

To create a new item

  1. Navigate to the Admin Tab, and select Items from the drop down menu.
  2. Select New Item

  3. Enter the properties of an Item on the Basic Details page. Note: Once the required details have been filled
    out save the Item. SKU and Description are required.
  4. Attach an image to an Item using the browse function.  Once the image has been chosen, select “OK”. An icon of the image will appear. Select the star button next to it. The image is now applied.
  • Check boxes can be selected to activate additional functions.
    -Kit Items enable the Bill of Materials tab. Kits are not individual items.
    -Drop Ship Items bypass the normal allocation and picking processes, since they are fulfilled elsewhere.
    -Serializable Items require the User enter a unique value for each SKU put against the inventory.
    -Perishable Items require the User to track a Perish-by date for incoming Items.
    -Lot Items require the User to track set Lots for Items, which are organized with Inventory View.
  • To set Unit of Measurement:  Select the Units tab.  Select the Base Unit of Measurement (UOM) and set the quantities in which this Item will be Purchased and Ordered.
  • On the Warehouse tab, assign this Item to at least one Warehouse so that it is active for Orders and Receiving. Select the pencil icon to bring up the Assignment window.
    -Re-Order level is the amount at which a restock notification is triggered.
    -The Re-Order Email is where the notification will be sent.
    -Par Level is the Average stock set for this Item at the Warehouse. Suggested Par Level works off the last 30 days of activity.
    -Checking By Location will manage this on a location-by location basis using a separate option.
    -Manage the Re-Order amount and quantity the Item will be Replenished To.
    -Warehouse Location is the default put-away location in the Warehouse.
  • On the Supplier tab, add the Item to a Supplier’s catalog. Enter a unique Item Code, Price, Lead Time for orders, and Minimum Order Quantity.
  • The Sales tab contains information that will appear on Customer Orders.
  • The Shipping tab is where a Packaging Factor is managed. This Factor will add weight to cover the packaging process. This information relates to shipping fees.
  • Global Packaging Factor (GPF) is located in System Settings. Any Factor set on this page will be added to or override the Global Factor.
  • The Marketplace tab contains information if this Item originated from an Integration.
  • If the item is a Kit, the Bill of Material tab will be available. On this page, enter the items that this kit contains. Search for the desired items and enter a quantity.

To modify an existing item

  1. Navigate to the Admin Tab, and select Items from the drop down menu.
  2. Click the “Edit Item” icon to the left of the item you would like to modify. Make required changes to any field.
  3. Click “Save this Item” to finalize the edit.

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