I/C Items Screen

Learn more

About Setting Up Inventory Items

Adding Items

Editing Items

Deleting Items

Open Inventory Control > I/C Items and Price Lists > Items.

Displays the description of the item number as it will appear in Inventory Control and Order Entry screens and on reports. You can change the description as long as it does not exceed 60 characters. You may want to enter an item type, followed by the specific item description.

The item number identifies the item in Inventory Control.

When creating a new item, enter a unique code of up to 24 characters (including separator and prefix characters) that matches one of the item number structures that have been defined. You can click Image of Go button. (the Go button) to select the item structure and enter the segment information to use.

When adding a single-segment item number, you can enter from one character to the maximum number of characters permitted in your item numbers. For example, if the segment length you defined for item numbers allows six characters, you can enter item numbers that contain one, two, three, four, five, or six characters.

To view or edit an existing item, enter its number or click Image of Finder button. (the Finder button) and select it.

Enter an account set code or click Image of Finder button. (the Finder button) and select the account set to assign to the item. (The program displays the costing method used by the account set for Costing Method.)

Note: Non-stock items and kitting items must use the user-specified costing method. If the selected account set is associated with any other costing method, the Stock Item option is automatically selected and the Kitting Item option cannot be selected.

Displays the description of the selected account set code.

Enter any additional information you want to record about the item.

You can print this information on the I/C Item Status report.

Select this option to allow this item to appear in your web store. This setting is used by eTransact.

Enter an item number or click Image of Finder button. (the Finder button) and select the item number of a substitute item that you can ship when the regular item is out of stock. For more information, see About Alternate Items.

Displays the description of the alternate item that you can ship when the regular item is out of stock.

Enter a category code or click Image of Finder button. (the Finder button) and select the category to assign the item. (When you ship the item, you can override this category.)

Displays the description of the category assigned to the item.

If your company reports a value-added tax (VAT), enter the commodity number for the item.

Displays the costing method associated with the selected account set code.

If you want to use a different costing method for this item, you must select another account set.

Enter a picking code (such as the warehouse bin number or aisle number) that identifies the physical location where the item is stored.

In Order Entry, you can print the picking sequence on picking slips to help warehouse staff assemble shipments.

Enter a price list code or click Image of Finder button. (the Finder button) and select the price list code. This price list is used to display the item's price on the Shipments screen. (When you ship the item, you can override this price list.)

This price list is also used by Order Entry to display the item's price when there are prices in the customer's currency.

Displays the description of the price list assigned to the item

Select this option if you do not want to use this inventory item any longer.

Normally, you use this option when you decide to delete an item, and want to ensure no further transactions are posted for it. You can change the option from inactive to active at any time.

However, you can still process transactions in P/O Returns and O/E Credit Notes for an inactive item. For example, if a customer returns the item or you return the remaining stock to the vendor, you can still process transactions for the inactive item.

Select this option to have this item be the master item for a kit.

Note: This option is available only if the item is associated with an account set that uses the user-specified costing method. The Stock Item option must also be cleared.

Displays the date the last change was made to the item information.

Select this option if the item is for sale.

Clear this option if the item is not for sale, such as if it is only used for internal usage transactions or in bills of material.

If you track this item using serial numbers, select this option.

Note: This option appears only if you use Serialized Inventory and Lot Tracking.

Select this option if the item is a regular inventory (stock) item.

Clear this option if the item is a kitting item or a non-stock item (services or specially ordered items that are not normally kept in inventory). For more information, see About Non-Stock Items.

Note: Non-stock items must use the user-specified costing method (determined by the account set). If the selected account set is associated with any other costing method, the Stock Item option is not available.

Displays the code of the item structure used for formatting the item number.

When creating a new item, enter the item structure code or click Image of Finder button. (the Finder button) and select the item structure to use for the item number.

The item number structure can have no more than ten segments, and a maximum of 24 characters in all.

Displays the description of the selected structure code.

Enter the weight for one stocking unit of the item, using the weight unit of measure that specified for Weight Unit of Measure.

Order Entry uses the item weight to calculate the total order weight in the default weight UOM. If the weight of this item is not in the default weight UOM, the program uses the conversion factor.

Displays the conversion factor of the selected weight unit of measure compared to the default weight unit of measure (from the Processing tab of the I/C Options screen). The default weight unit of measure has a conversion factor of 1.

Order Entry uses the item weight to calculate the total order weight in the default weight UOM. If the weight of this item is not in the default weight UOM, the program uses the conversion factor.

Enter the weight unit of measure (UOM) or click Image of Finder button. (the Finder button) and select the weight UOM to use for measuring the weight of one stocking unit of this item.

Weight units of measure are defined on the I/C Weight Units of Measure screen. The weight UOM includes a conversion factor for converting this unit to the default weight unit of measure (on the Processing tab of the I/C Options screen).

Displays the description of the selected weight unit of measure.

The table on this tab displays the values for the optional fields associated with this item.

This column displays the names of the optional fields associated with this item.

On the I/C Optional Fields screen for items, any optional fields that were selected to automatically appear (Auto Insert was selected) are automatically included in the table.

To add optional fields that were not automatically inserted, click Add Line to add a new line to the table, and then select another optional field that is authorized to be used with items (as set on the I/C Optional Fields screen).

This column displays the descriptions of the optional fields (which are defined in Common Services).

In this column, enter the value for each optional field.

  • If the optional field is required, you cannot save the item until you enter a value (unless the optional field allows blanks and Value Set is set to Yes).
  • If the optional field requires validation, you must select a value that is defined for the optional field in Common Services. If you select a value, the description for the value you select will appear in the description column.

This column displays the descriptions of the values (if the values have descriptions defined in Common Services).

This column indicates whether a blank optional field currently has a value or no value at all.

When you make an entry in the Value column, this field automatically changes to Yes.

The table on this tab displays the tax authorities (such as states, provinces, and cities) that tax sales or purchases of the item. If you want to add another tax authority, click Add Line to add a line to the table.

This column displays the tax class for each tax authority that taxes purchases of the item. If you add a tax authority and that authority taxes purchases, enter the tax class or click Image of Finder button. and select the tax class.

The tax classes are set up in Tax Services.

This column displays the description associated with the tax class for purchases.

The tax classes and their descriptions are set up in Tax Services.

This column displays the tax class for each tax authority that taxes sales of the item. If you add a tax authority and that authority taxes sales, enter the tax class or click Image of Finder button. and select the tax class.

The tax classes are set up in Tax Services.

This column displays the description associated with the tax class for sales.

The tax classes and their descriptions are set up in Tax Services

This column displays the tax authorities (such as states, provinces, and cities) that tax sales or purchases of the item. You may have a long list of authorities if you sell goods in several jurisdictions or countries. To add a tax authority on a new line, enter the tax authority code or click Image of Finder button. and select the tax authority.

The taxing authorities are set up in Tax Services.

This column displays the description associated with the tax authority code. The taxing authorities and their descriptions are set up in Tax Services.

Displays the name of the unit of measure that is selected in the table as the stocking unit. This is the smallest unit your company uses to purchase or sell this item (if the Allow Fractional Quantities option is not selected on the Processing tab of the I/C Options screen).

The table on this tab displays the units of measure that can be used to purchase or sell this item. If you want to add another unit of measure, click Add Line to add a line to the table.

This column displays the factor used to convert the stocking unit of measure (UOM) to this UOM. For example, if the unit of measure is dozen, the conversion factor is 12. If you add a UOM that was set up in the I/C Units of Measure screen, the program displays that conversion factor, but you can change it for this item.

The conversion factor must be 1 (one) for the unit of measure used for the stocking unit.

This column displays:

  • Yes if the unit of measure is the stocking unit; its name is also displayed near the top of the tab. This is the smallest unit your company uses to purchase or sell this item (if the Allow Fractional Quantities option is not selected on the Processing tab of the I/C Options screen).
  • No if the unit of measure is not the stocking unit.

You can change the selection in this column using the drop-down list. There can be only one stocking unit of measure for each item.

This column displays the units of measure (UOM) that can be used to purchase or sell this item (such as dozen, gallon, or ton). To add another UOM on a new line, enter the UOM or click Image of Finder button. and select the UOM.

If the Use Only Defined UOM option is selected on the Processing tab of the I/C Options screen, you must select an existing unit of measure. UOM are set up in the I/C Units of Measure screen.

I/C Construct Item Number Screen

Overview

Use the I/C Items screen to:

You must add items to Inventory Control before you can use them in transactions.

Note: If you did not select the Allow Items At All Locations option (on the Processing tab of I/C Options screen), you must use the I/C Locations screen or the I/C Location Details screen to specify which items are stocked at each location.

Items Tab

Use this tab to:

Lots Tab

Note: This tab appears only if the selected item is lotted.

Use this tab to:

  • See the lot number mask used for the item.
  • View or change the next lot number that will be assigned for this item.
  • Set an expiration period for the lot, or view the days to expiry.
  • Put the lot on quarantine, or view the days left on quarantine.
  • Make it optional to assign lot numbers before saving transactions by selecting the Allow Lot Quantity To Be Different From The Quantity In The Entries option. (You cannot select this option for items that use lot costing.)

    This setting allows lotted items that use a costing method other than lot costing to use different quantities than the lot numbers that are allocated in transactions in Inventory Control, Purchase Orders, and Order Entry.

    Note: When entering orders, you can enter an order quantity and choose to not allocate lot numbers. However, you must allocate lot numbers when shipping the order.

  • Assign or view a warranty code, and automatically place the lot on warranty when sold
  • Assign or view a contract code, and automatically place the lot on contract when received
  • Add or view any optional fields for this item

Optional Fields Tab

Use this tab to:

Serials Tab

Note: This tab appears only if the selected item is serialized.

Use this tab to:

  • View the serial number mask used for the item.
  • View or change the next serial number that will be assigned for this item.
  • Set an expiration period for the serial, or view the days to expiry.

  • Make it optional to assign serial numbers before saving transactions by selecting the option Allow Serial Quantity To Be Different From The Quantity In The Entries. This option is not available for items that use serial costing.

    This setting allows serialized items that use a costing method other than serial costing to have different quantities in entries than the number serials allocated in transactions using Inventory Control, Purchase Orders, and Order Entry.

    Note that when entering orders, you can enter an order quantity and choose to not allocate serial numbers. However, you must allocate serial numbers when shipping the order.

  • Assign or view a warranty code, and automatically place the serial on warranty when sold and/or registered.
  • Assign or view a contract code, and automatically place the serial on contract when received.
  • Add or view any optional fields for this item.

Taxes Tab

Use this tab to specify the tax authorities (such as states, provinces, and cities) that tax sales or purchases of the item and specify the sales and purchase tax classes that apply to the item.

Note: If the category you selected on the Items tab contains tax information, the information appears in fields on this tab. You can make changes to this information without affecting the tax information in the category.

Units Tab

Use this tab to: