Adding An Item Record
This Tech note explains the procedure of adding an "Item" record to your data base.
Production Dept > Items Menu > Add Item. The Item input layout appears. There are actually four screens of data in the "Item" record which are accessed using the Navigation Pallet. The first screen is entitled
"General" and is the only screen which requires input at this time.
The "General" page of an "Item" record contains the most significant information in the record. It has entries for Item Number, Description and Prices of Items. The "Item" record also contains 5 customizable fields to support searching the "Item" files. These may be set up to fit your companys specifications.
The remaining fields on the left side of the "General" page of the "Item" record are as follows:
Pricing area Fill in the "Retail A" price point with the selling price of the Item. The Margin is calculated based on costing information.
Wt’d avg Cost, Last Cost, Factor and Warranty These fields are used in relation to inventory value, purchasing and warranty information. Fill in the "Last Cost" and "Wt’d Avg Cost" with the cost values of the this Item. If this Item is a Warranty Item, enter the life of the warranty in days.
Quantity Fields These fields show the calculated "Qty On Hand","Qty On PO"," Qty On SO" values as well as, "Qty to Reorder" and "Qty Min" stock.
Select" Not Tracked"check box when inventory is not tracked on this Item (i.e. inventory Items for time).
Select Taxable and Discountable for all Items desired.
Select Serialized if this is an Item tracked by serial number.
Unit of Measure Usually each.
Location Enter -1 into this field to activate the Line Item information "Transfer" feature.