Creating item locations

  1. Select Manage Item Locations.
  2. Click Create.
  3. On the Main tab, specify this information:
    Company
    Select a company number.
    Location
    Select a location. If the location is specified, then this field includes only the assigned items to this location.
    Active
    Select this check box if this item location is active.
    Discontinued
    Select this check box if this item location is discontinued.
    Item
    Select an item number.
    Inventory Location Account Group
    Select an account group for the inventory location.
    Date Added
    Select the date that the item is added to the item location file. If this field is blank, then the current system date is used.
    Buyer
    Select a buyer code. The buyer is the person responsible for maintaining item stock at this location.
    Default Transaction UOM
    Select the inventory transaction UOM if the item UOM differs from the UOM in which the item is stocked. This is for inventory transactions such as adjustments, receipts and issues.
    Default Source UOM
    Select a valid UOM for this item to use as the default on requisitions and purchases that replenish this location.
    Supplemental UOM
    Select a supplemental UOM to show the item's cost and balance in a UOM in addition to the stock UOM.
    Manufacturer Code and Division
    Select the code indicating which division of a manufacturer is tied to an item.
    Manufacturer Number
    Specify the manufacturer number.
    Maximum Requisition Quantity
    Specify the maximum item quantity that you can request in Requisitions.
    Inventory Tracked
    Select this check box if the stock-on-hand and related quantities for this item are tracked. This field works with the tracking field on the Unit Of Measure tab of Manage Items to determine which units of measure are individually quantity tracking.
    Inspection Required
    Select this check box if a receipt inspection for the item is required at this location. If an inspection is required, then a message is printed.
    Allow Receipt
    Select this check box if receipts are allowed at this location.
    No Charge
    Select this check box if there is no charge for this item.
    Select For Special Cycle Count
    Select this check box if the item requires a special user-defined physical inventory cycle count. For example, you can count a certain group of items every 15 days.
    Allow Issue
    Select this check box if item issues are allowed at this location.
    Consignment
    Select this check box if the item at this location is part of consignment inventory.
    Movement Class
    Select the item's movement class. Movement classes are used to define item use by volume. You can select items for count by movement class in Select Ids. Typically, items that are assigned to Movement Class 1 are controlled more tightly than items that are assigned to Movement Classes 2 and 3.
    Count Accuracy
    Specify a count accuracy percentage. Count accuracy is a number, expressed as a percent, that indicates how accurate the physical inventory account should be.
    Forecast Number
    Select a forecast number.
    Serial Tracked
    Select this check box to capture the item's serial number. If the serial number is only required at the time of issuing, then select Serial Required At Issues. If the serial number is required at the time of receiving the item and for all transactions after, then select Serial Required At Receipts.
    Lot Tracked
    Select Lot Required At Issues if the lot number is only required at
    the time of issue. Select Lot Required At Receipts if the lot number is required at the time of receiving the item and for all transactions after.
    UDI/DSCSA Tracked
    Select whether to track inventory details for UDI data.
    Bin Tracked
    Select this check box if bin tracking is required for the item.
    Preferred Bin
    If the Bin Tracking box is selected, then you can select a preferred bin. The preferred bin is used as the default bin when you process item transactions.
    Storage Code
    If the Bin Tracking box is selected, then you can select a bin storage code. Storage codes are used to define bin limitations.
    Preferred Hold Bin
    Select a preferred hold bin.
    Purchase Taxable
    Select whether the item is taxable or exempt when purchased. Select Default To Next Level to make the item taxable at the next level.
    Taxable When Sold
    Select this check box if this item is taxable when sold.
    Sell Tax Code
    Select a sell tax code. This code determines the tax table from which to extract tax data.
    Purchase Tax Code
    Select a tax code. The purchasing tax code can be defined in the item master. This field indicates the tax table from which to extract tax data.
    Date
    Specify the date on which a Material Safety Data Sheet (MSDS) must be received from the item's vendor.
    Document
    Specify the document number from the most recent MSDS that was received.
    Version
    Specify the version number of the most recent MSDS that was received.
    Patient Chargeable
    Select this check box if this item is chargeable to a patient.
    Charge Number
    Specify a charge number.
  4. Click Save.
    Note: Inventory Control User Guide
  5. On the Costs tab, specify this information:
    Standard Cost
    Specify the standard cost for the item if you selected the Standard Costing method when setting up your company.
    Future Standard Cost
    Specify the future standard cost for the item that can replace the standard cost at this location.
    Market Price
    Specify the market price, or the price that a purchaser is willing to pay for the item without add-on costs or taxes.
    Overhead Cost
    Specify the overhead cost that is associated with the item, such as renting storage space, insurance, and warehouse utilities. Overhead costs can be prorated for a range of items or specifically assigned to one item.
  6. Click Save.
  7. On the Sales tab, specify this information:
    Create Purchase Order For Customer Order Line
    Select this check box if all sales order lines for this item location create purchase orders. Sales order lines for this item at this location are added as a non-inventoried type.
    Dropship Purchase Order For Customer Order Line
    Select this check box if all of the order lines for this item location are dropship orders.
    Minimum Quantity
    Specify the minimum quantity in the stock unit of measure that can be defined on an order line for this item location.
    Maximum Quantity
    Specify the maximum quantity in the stock unit of measure that can be defined on an order line for this item location.
    Allow Customer Order Returns
    Select whether returns are allowed, allowed but limited, or not allowed.
    Return Date
    If your billing company is set up to limit return days by a specific date, then specify the date when return authorizations cannot be generated. You cannot generate return authorization on or after this day.
  8. Click Save.
  9. Use the various tabs to replenish item locations, create transactions, create cost history, and create demand and supply.