Adding Item Records

Use the Items form to add records for your inventory items to Inventory Control. You must add item records before you can enter and process transactions in Inventory Control.

Before adding item records

• Add item segments in the I/C Options form.

• Add the item structures needed to format your item numbers the way you want.

• Add any segment codes you require to control the item numbers the program allows to be entered.

• Add the inventory locations you require to stock items.

• Add the categories you require to group your item numbers.

• Add the account sets you require for posting transactions to general ledger accounts.

• Add the price list codes you require to vary your basic item prices.

• Add the stocking units of measure and pricing units of measure used with your inventory (required only if you selected the Only Use Defined UOM option in the I/C Options form).

• Add weight units of measure (required if you want to show order weights in Order Entry).

• If you want to include additional information in your item records, add optional fields for inventory items in Common Services, and then assign them to Inventory items in the I/C Optional Fields form. (You can also add optional fields to item records at a later time.)

• Add the taxing authorities and tax classes you require (using the Tax Services icon in Common Services).

Double-click the Items icon in the Items And Price Lists folder, then either:

Click the New icon next to the Item Number field, then enter a code for the item record you want to add. Or click the Zoom button beside the Item Number field (or press F9) to open the Construct Item Number form and select the structure and segments for the new item number.

Copying an existing record

To define a new item record that uses some of the information entered in the record for another item, you can copy the information into the new record, as follows:

1. Double-click the Items icon in the Items And Price Lists form.

2. In the Item Number field, enter the number of the item record you want to copy, or select it from the Finder.

3. When the item record is displayed, enter the new item number in the Item Number field (typing over the previous number).

4. Press the Tab key on your keyboard to leave the Item Number field.

5. Edit any of the fields requiring changes for the new record.

6. Click the Units tab, then fill in the fields as follows:

1. Enter a unit of measure.

2. Set the conversion factor to 1.

3. Set the Stocking Unit Of Measure to Yes.

7. Click Add to add the new item record.