Adding a Multi-Site (Global) Item (No Master Site)

If your multi-site system includes a master site, refer to the topic titled, "Maintaining Items from a Master Site." Otherwise, use the processes described here.

You may want an administrator to control adding, updating, and deleting items across the system. Keep in mind that each site can control its local Items records, and these records are independent of other sites.

Adding Global Items

Note: In the following description, "shared sites" means the Centralized Order Entry category and/or the Inventory/Transfers category are being replicated between the sites.

When an item is added in one site, it does not automatically populate in other shared sites. To add the existing item into another shared site:

On the Items form, select Actions > New.
Specify the item number or select it from the drop-down list. (The item number already exists at the other site and was replicated to this shared site).
The system enters the default values from the Global Items form into these fields: Item, Description, and U/M.
You must then fill in the rest of the information manually at the shared site.

The Global Items form also contains a default Shipping Site, which is used to determine how the Customer Order Line ship site defaults when entering a centralized order for the item.

Typically shared sites have identical Global Items default values when all sites are within the same country. If sites are in different countries, the Description and U/M fields can be updated as required.

Copying Item Records

Another way to duplicate item records in multiple sites is to create the records in one site, export them to a spreadsheet, and import the spreadsheet into the Items form at the new site. (Make sure the form's grid columns are arranged in the same order at both sites.)

If your sites are accessible through a single computer, you also may be able to use the right-click Copy feature to copy the item rows from the Items form on one site and then use Edit > Paste Rows Append to add them at the other site.

Coordinating U/Ms at Different Sites

Item units of measure are handled differently for customer order entry and transfer orders:

Transfer Orders: Items on transfer orders must have identical units of measure at all sites.
Order Entry: It is not necessary to have the same U/M defined at different sites, as long as the shipping site has defined a U/M conversion between the item's base U/M and the U/M used in the order line.

If an item could be both sold on a customer order and transferred between sites, then the item must have identical units of measure at each site.

Routing/BOM Information Used at Different Sites

If the product is made differently or has different manufacturing standards at each site, the routing and BOM can be added manually at each site. To copy an item's single-level current routing and BOM to the same item at other sites, see Copying a Multi-Site Item Bill of Materials.