Add Inventory Items Using the Items Wizard
Before
you start
Make sure that you have each of the following types of records for the
inventory items that you want to add:
Account sets for posting transactions to general ledger accounts
Item categories to group your inventory items
Price list codes (to provide basic and international item prices)
Units of measure (stocking units of measure and pricing units of measure used with your inventory)
Weight units of measure (for determining shipment weights)
If you are have the Serialized Inventory and Lot Tracking license installed, you should also have the following records set up.
Serial/Lot Number Masks to define the format of your serial and lot numbers.
Warranty Codes to identify the warranties you provide to your customers who purchase applicable serialized/lotted items.
Contract Codes to identify the quality assurances provided by vendors on the serialized/lotted items you purchase from them.
To add inventory items:
-
Open Inventory Control > I/C Items and Price Lists > Items Wizard.
Click here for help on Items Wizard fields.
Note: The Items Wizard leads you through the complete process for adding inventory items. You can also use the Items form to add the basic item record, and then add other information later.
Click
here for a list of the individual inventory item information forms.
-
Click the Next button to move to the first item information page.
The Wizard lets you add new items or change information for existing inventory items.
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Click the New button next to the Item Number field, and then enter a code for the item record that you want to add.
You can enter an item number directly, or click the
Zoom button (
) to use the Construct Item Number form.
Note: You must make sure that the item structure that you select in the Structure Code field matches your item number and will format the item number as you want.
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Continue filling in the fields on the first page of the Items Wizard. Use the Finder button (
)
where available to see a list of the choices for each field beside a field. -
When you complete the first item information page, click the Next button to move on.
-
Once you finish entering the required information for the item record, you can click the Done button whenever you wish to save your item and leave the Wizard.
Done. The Done button appears on the 4th Wizard page (if the Serialized Inventory and Lot Tracking license is not installed). If you are just adding basic item information, you can click the Done button to add the inventory item.
You can add more item information later by selecting the item number in the Item Wizard, or by using the other forms in the Items And Price Lists folder.
Finish. The Finish button appears after you complete the last wizard page for the item.
If you have to leave the wizard while adding an item, just click the Done button.
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The next time you start the Items Wizard, you can continue from the last entry by entering the same Item Number, and then clicking the Next button until you come to the point where you saved your work.
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If you click the Cancel button, the Wizard will ask you if you want to save your entries.
After
adding inventory items
Print inventory control reports to update printed records and ensure that items were added correctly:
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Item Status
-
Location Details
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Price Lists
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Manufacturers' Item Numbers (typically used for bar codes)
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Bills of Material
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Kitting Items
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Vendor Details
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Customer Details
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Contract Pricing
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Reorder Quantities