How To Enter a New Inventory Item

NAVIGATION: MAINTAIN menu > Inventory Item Master

  1. Enter a unique item number and description for this item and hit Tab to the Product Line field
  2. Main tab Parameters
    1. Select the appropriate product line from the list using BROWSE
    2. TAB to Item Status and select ACTIVE from the drop down list
    3. The remaining fields under Parameters section of the Main tab are optional based on your organization.
      1. NOTE:  When the Serialized box is checked, all items received MUST have a serial number assigned during the receiving process.
    4. Cost Information: Under the Cost section of the Main tab, you may enter a “Last Cost” or “Base Cost” for this item.  
      1. If you leave these fields blank, they will be filled from subsequent purchases made.
    5. Pricing
      1. For sales purposes you may enter a list cost and up to 4 different pricing levels as a % of cost. This information is optional.  
      2. If these fields are left blank, cost information stored for this item will be used for sales or inventory transactions based on the Valuation Method selected under Settings.
  3. Press PURCHASING to open the next screen
  4. Purchasing Tab
    1. Vendor Information: In the Vendor section, you may enter an optional Primary Vendor (from the Browse list,) Part # and Cost
    2. Stocking
      1. In the Stocking section, you should select the appropriate Stocking Unit from the drop down list. This is the unit that you will maintain this inventory item at on your shelves.
      2. Select the same unit of measure for Pricing Unit.  This field is currently disabled in the program, therefore it’s selection is suggested, but not required.
      3. Conversion Factor is not used. Tab through this field
      4. NOTE:  Conversion Factors are setup in the Vendor Item Master.
      5. You may optionally enter the size and weight of this item.
    3. Costing Layer Information
      1. The Purchasing and Cost information on the right side of this screen are calculated based on your purchases, etc.  However, you can update the “Average Cost” manually if necessary.
  5. The remaining screens in the Inventory Item Master are optional depending on your organization.
    1. The “Account Building” screen is used to enter default General Ledger segments that will be used for the indicated type of accounting transaction.  It is not recommended to use the Inventory Item Master to store General Ledger information.
    2. The “Comments” screen can be used to type any additional information you would like to enter to describe this item
    3. The “Warehouse” screen is used to associate this item with one or more warehouses.
  6. Warehouse Tab
    1. Select the warehouse you would like to work with using BROWSE
    2. You may also enter the Bin Location and reorder information for this item
    3. As described above, you may complete the General Ledger information at the bottom of the screen, although it is not recommended.
    4. On the right of the screen you will see the balance information for this item, in the Warehouse selected.
  7. Once you have entered all information for this item, press SAVE at the top of the Inventory Item Master.  
  8. If you are using Purchase Orders, you should next enter a Vendor Item to associate with this Inventory Item.

7/2021

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