Changing Inventory Item Descriptions Using the Items Wizard

We suggest that you use the Items Wizard to update an item description to ensure that you change it consistently throughout Inventory Control. More...

Because you enter the description for an inventory item in several records, it is possible to have different descriptions for the same item (for example, on price lists and in the item record). This means that to change an item description after setting up inventory items and prices, you should also change the item description on price lists.

The Items Wizard makes this process more efficient, helping you to change the description in all the associated records. You can also add comments regarding the changes to Customer Details and Manufacturers' Item Numbers to prevent possible confusion.

To change inventory item descriptions:

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

  2. Click Next to move to the first item information page.
  3. In the Item Number field, enter or select the code for the item record that you want to change.
  4. In the Item Description field, type the new description for the item.

    This description appears when you look up item numbers using the Finder in Inventory Control, Order Entry, Purchase Orders, and Project and Job Costing.

  5. Click Next to move to the second information page, and then change the additional item information, if necessary, to match the new description.
  6. Click Next until you reach the Item Pricing page.
  7. For each price list in turn, double-click the description field, and then edit the item description.

    These descriptions appear as defaults for new detail lines in Order Entry.

  8. Click Next until you reach the Manufacturers' Item Numbers page, and then enter a note about the changed description in the Comments field.
  9. Click Next until you reach the Customer Details page, and then enter a note about the change.
  10. When you are finished, click Done to save your changes and leave the wizard.