Use the I/C Items screen to add or modify inventory items.
Note: You must add items before you can enter and process transactions in Inventory Control.
Before you start
Make sure that you have each of the following types of records for the inventory items that you want to add:
- Item number segment codes to control the item numbers that can be entered. For more information, see I/C Segment Codes Screen.
- Item number structures. For more information, see I/C Item Structures Screen.
- Account sets for posting transactions to general ledger accounts. For more information, see I/C Account Sets Screen.
- Item categories to group your inventory items. For more information, see I/C Categories Screen.
- Inventory locations. For more information, see I/C Locations Screen.
- Price list codes to set the basic item prices and international prices. For more information, see I/C Price List Codes Screen.
- Units of measure for stocking and pricing inventory items. This is required if the Only Use Defined UOM option is selected on the Processing tab of the I/C Options screen. For more information, see I/C Units of Measure Screen.
- Weight units of measure for determining shipment weights. This is required if you want to show order weights in Order Entry. For more information, see I/C Weight Units of Measure Screen.
- Taxing authorities (which tax sales or purchases of items) and tax classes. These are set up in Tax Services.
- Optional fields if you want to include additional information about the items. First add the optional fields in Common Services, and then add the optional fields to Inventory items in the I/C Optional Fields screen. (You can also add optional fields to items at a later time.)
To add a new item:
-
Inventory Control > I/C Items and Price Lists > Items.
- In the I/C Items screen, click Create New.
- Enter a number
for the new item using the item structure or construct the item number.
- On the Item Number menu
, click Add/Edit. - In the I/C Construct Item Number screen, enter the item structure code to use or click
and select the structure code. - In the Value column of the table, enter the value of each segment (or click and select the value) for this item number.
- Click Select. The program formats the new number and uses it for Item Number; the item structure code that you selected is also displayed for Structure Code on the Items tab.
- On the Item Number menu
- For Item Description, enter a description for the item.
- On the Items tab, enter or select the:
- Structure code (if not already displayed)
- Category
- Account Set Code
- Other fields, such as the default price list, unit weight, weight unit of measure, and alternate item.
- On the Units tab, enter units of measure to be used for stocking, purchasing, or selling this item.
Note: You must enter one stocking unit of measure, with a conversion factor of 1, or you will not be able to save the Item.
- On the Taxes tab, enter the tax authorities that tax sales or purchases of the item (if known).
- On the Optional Fields tab, enter the values for any optional fields to be used with this item.
Note: The table on this tab only displays optional fields that are set up for use with items.
- If you use Serialized Inventory and Lot Tracking and you selected Serial Number or Lot Number on the Items tab, fill in the fields on the Serials tab and the Lots tab, as needed.
- Click Save.
After adding inventory items
Print the I/C Item Status report to check the information entered for the items in the I/C Items screen.