Creating new items

1. Select Items.
2. Click Create.
3. On the Main tab, specify this information:

   Item Group

   The item group is used to group items in the item master that are shared among companies.

   Item

   Specify an item number.

   Description

   Provide a description of the item. If the description exceeds the limit of 60 characters, specify more information in the Description 2 and Long Description fields.

   Stock UOM

   Select the stock unit of measure.

   Reference 1

   Specify a reference for reporting purposes. Optionally, specify Reference 2 if you must include both references in reports on this item.

   Date Added

   Select the date that the item was added to the item master file. If this field is blank, the default is the current system date.

   Manufacturer

   Select the user-defined code for the manufacturer of the item.

   Manufacturer Number

   Specify the manufacturer number.

   Quantity of Stock UOM

   Specify a value for the number of units in the stock unit of measure.

   Generic Name

   Select a generic name. Use generic names to group similar items. Generic names are printed on selected inventory reports and you can use generic names to access items in the item search.

   Replacement Item

   Select an alternative item to use if this item is not available. Set up the replacement item in the item master file, case carts, and Item and Order Billing.

   Effective Date

   Select the start date for which this item can be used as a replacement item.

   Expiration Date

   Select the last date in which this item can be used as a replacement item.

   Serial Tracked

   If serial tracking is required, then select whether it is required at receipt or issue.

   Lot Tracked

   If lot tracking is required, then select whether it is required at receipt or issue.

   MSDS Required

   Select this check box if MSDS is required.

   Certification Required

   Select whether product qualification is required for this item. Some products must pass performance tests and quality assurance tests to ensure that they meet qualification criteria in contracts, regulations, or specifications.

   Consignment

   Select this check box if the item is consigned and should not be counted as owned inventory.

   Stock Weight

   If the item is bin-tracked and storage codes are used, then specify the stock weight of the item.

   Stock Cubic

   If the item is bin-tracked and storage codes are used, then specify the stock cubic dimensions of the item.

   Issue Account

   Select the default issue account for the item that is defined in the chart of accounts.

   Allow Customer Order Returns

   Select whether this item can be returned in Item and Order Billing. When an item is added and this field is blank, other applications interpret the value as Yes. If the associated item group is set to audit changes, then any change to the value of the field prompts an audit.

   Return Date

   If your billing company is set up to limit returns by a specific date, then specify the date by which return authorizations cannot be generated. You cannot generate return authorization on or after this day. If the associated item group is set to audit changes, then any change to the value of field prompts the system to audit the field.

   Broken Case Charge

   Select this check box if a charge is made for dividing a case to satisfy a customer order.

4. In the Number of Decimals section, select the number of decimals that are required for cost, price, and quantity.
5. In the Catch Weight Information section, specify this information:

   Code

   Catch weight items can be ordered in a different unit of measure than the unit of measure in which you sell them. Catch weight items are tracked in two quantities and two units of measure, stock and secondary. Select one of these options:

   • Not Catch Weight: not a catch weight item
   • All Transactions Require Both: specify both quantities at issue and receipt
   • Issue Requires Both: specify both quantities at issue
   • Receipt Requires Both: specify both quantities at receipt

   Secondary UOM

   This unit of measure is used for catch weight items and is defined on the item group.

   Conversion Factor

   Specify the conversion factor from the alternate unit of measure to the stock unit of measure. All open transactions must be processed before changing the UOM or the conversion factor.

   Variance Percentage

   Specify a variance percentage for catch weight items. A warning message is displayed if the stock and secondary quantities on a catch weight transaction fall outside this variance percentage. A variance percentage of zero defaults.

6. Click Save.