I/C Items Wizard

Enter an account set code or use the Finder to select the general ledger account set you want to assign to the item. (The program displays the costing method used by the account set in the Costing Method field.)

Note: Non-stock items and kitting items must use the user-specified costing method (determined by the account set choice). The non-stock and kitting item options are not available if you select an account set with any other costing method.

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

Enter a category code or use the Finder to select the category to which you want to assign the item. (When you ship an item, you can override the category to which you assigned the item.)

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

This is the costing method assigned to the account set you selected.

If you want to use a different costing method, you must select another account set or create a different one.

Enter a price list code or use the Finder to select the code of the price list from which you want the Shipments screen to display the item's price. (You can override this price list when you enter shipments.)

The prices Sage 300 Order Entry displays for items come from this price list (if there are prices in the customer's currency).

Enter a picking code (for example, a warehouse bin number or aisle number) that identifies the physical location where an item is stored.

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

This field displays the description (name) entered for each segment on the I/C Options screen.

Note: You can change the description for the segment only on the Items tab of the I/C Options screen.

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

You would generally use this option when you decide to delete an item, and want to ensure no further transactions are posted for it.

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 will need to process transactions for those inactive items.

You can change the option from Inactive to Active at any time.

The item number identifies the item in Inventory Control.

To create a new item record, enter a unique code of up to 24 characters (including separator and prefix characters) that matches one of the item number structures you have defined. You can also click the Zoom button beside the Item Number field to select the item structure and enter the segment information to use, then have Inventory Control automatically insert the new number in the Item Number field.

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 open an existing item record, enter its number or use the Item Number Finder to select it.

The description can be up to 60 characters long. Enter the description as you want it to appear in Inventory Control and Order Entry screens and on reports (for example, generic type, followed by specific item).

In most item number fields, you can enter manufacturers' item numbers that have been added to Inventory Control. When you press the Tab key, the program replaces the field contents with the inventory item number, and places the manufacturer's item number that you used in the Manuf. Item No. field (by default the last field in the table).

This field displays the separator characters used in the structure code you specified. As you enter the code for each segment, it is also added to the Item Number field.

Check the number in the field to be sure it is correct before you click Select.

This option is available only if you use the user-specified costing method (determined by the account set you select).

To allow the item to be the master item for a kit, you must take the following steps:

• In the Account Set Code field, select User Specified Cost.
• Clear the default Stock Item option, and then select the Kitting Item option.

This field displays the number of characters required in each segment of the item structure. You must enter a code of exactly the specified length.

You specify the length of each segment on the Segments tab of the I/C Options screen.

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

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

Select Master Item to allow this item to be the master item for a bill of material.

If the item is not for sale, clear this option.

Example: You would not select the Sellable option for goods that are used only in bills of material, for internal usage transactions, or for projects managed through Project and Job Costing.

This field displays the name you have assigned to each segment in the selected item structure.

This field displays the number assigned to each segment in the item structure.

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

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

If the item is a regular inventory (stock) item, select this option.

Services or specially ordered items which are not normally kept in inventory are considered non-stock items, and you should not select this option for either of them. Kitting items are also non-stock items.

Note: Non-stock items must use the user-specified costing method (determined by the account set you specify). The Stock Item option is not available if you select any other costing method.

Enter the structure code to use or select it from the Finder. When you specify the structure code, the segments used in the code automatically appear.

You define structure codes on the I/C Item Structures screen.

Enter the code for the associated segment, or select it from the Finder if you selected the Validate option for the segment on the I/C Options screen.

Each code you enter is immediately inserted in the Item Number field.

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

You can print this information on the Item Status report.

Enter an item number or use the Finder to select the item number of a substitute item that you can ship when the regular item is out of stock.

Enter the number of stocking units for the unit of measure. For example, if the unit of measure is "dozen," you type 12.

The conversion factor must be 1 (one) for the unit of measure you intend to use for the stocking unit.

Enter or select Yes for the unit of measure you intend to use for the stocking unit (the smallest unit by which you purchase or sell the item if you do not use the Allow Fractional Quantities option).

You can specify only one stocking unit of measure for each item.

Enter the weight for one stocking unit of the item, using the weight unit of measure that you specify in the Weight Unit of Measure field.

This weight is used in Order Entry to calculate total order weight.

Enter the name for the unit of measure (for example: dozen, gallon, ton) or select it using the Finder.

If you selected the Use Only Defined UOM option on the I/C Options screen, you must use the Finder to select an existing unit of measure.

Use the Insert key to enter a new unit of measure. Remember that one unit must be the stocking unit of measure.

Enter the unit of measure that you 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 setup screen. The unit of measure includes a conversion factor for converting this unit to the default weight unit of measure specified on the I/C Options screen.

The default weight unit of measure is the weight unit used for calculating the total weight of orders in Order Entry.

Select this option and click the Create button that appears to add all of the tax authorities defined in your system. You can then delete any authorities that do not apply.

Note: This page is only for exceptions to standard tax settings. For example, if this inventory item is not taxed by most authorities, you would add the tax authorities here, and change the sales or purchase tax classes to non-taxable.

For more information about tax authorities and tax classes, see the help for Tax Services.

Enter a value for any optional fields that appear. If a field is required, you cannot save the item record until you enter the value.

To add optional item fields that were not automatically inserted, press the Insert key to add a new line to the table, and then use the Finder to add the optional field.

Optional fields must be assigned to the Items screen using the I/C Optional Fields screen before you can add them to item records.

When you select an optional field code, Inventory Control displays the description for the optional field.

Enter the numbers or select the numbers of the tax classes you want to assign to the item for purchases for each selected tax authority.

Enter or select the numbers of the tax classes you want to assign to the item for sales for each selected tax authority.

Enter the tax authority or use the Finder to select the tax authorities (such as state or province) that tax sales and/or purchases of the item. Inventory Control displays the tax authority description when you enter a tax authority code.

You may have a long list of authorities if you sell goods in several jurisdictions or countries.

You define taxing authorities in Tax Services in Common Services. For more information about tax authorities and tax classes, see the help for Tax Services.

• If the optional field is required, you cannot save the item record until you enter a value.
• If the optional field you selected requires validation, you must select a value that is defined for the optional field in Common Services (unless the optional field allows blanks).
• If you select a value, the description for the value you select will appear in the description column.
• If you delete the value, the optional field will be deleted from the table. If the field is required, you will have to reinsert it and enter a value before you can save the item record.

This field indicates whether a blank optional field currently has a value. (By looking at the field, you cannot know otherwise whether the field has a default value which is blank, or no value at all.)

The entry in this field will change from No to Yes if you make an entry in the Value field.

Select this option to allow entries to be saved even if the number of assigned serial numbers is less than the quantity of serialized units that you are working with.

Example: Receiving 15 serialized items from a vendor will require you to generate 15 serial numbers during receipt before saving the transaction, unless this option is cleared.

A code of up to six characters to identify the contract, and a description of the contract code in the next field. Contracts can be provided by vendors on the serialized and/or lotted items you purchase from them.

There are options that allow you to place the serial number automatically on warranty or contract when sold, received or registered. Select the three options to enable the respective settings.

If you want lot numbers to expire after a specified number of days, select the Days to Expiry option, and then enter the number of days from creation to expiration.

Tip: To enforce the expiration period, you should also select Warning or Error as the Expired Lot Allocation Message.

Select the code for Serial Numbers Mask to use as the default for serial numbers that are added to the system.

You can change the serial numbers mask for individual serialized items in the I/C Items screen.

The Next Serial Number appears after you select a serial number mask. You can edit the incremental portion of this default number, but it must conform to the mask.

Enter a code of up to six characters that identifies the warranty, and enter a description of the warranty code in the next field. Warranties can be provided to customers on the serialized and/or lotted items they purchase from you.

Select the Allow Lot Quantities to be Different from the Quantity in Entries option to allow entries to be saved even if the number of assigned lot numbers is less than the quantity of lotted units that you are working with.

Example: Receiving 15 lots from a vendor requires you to generate 15 lot numbers during receipt before saving the transaction, unless this option is cleared.

A code of up to six characters to identify the contract, and a description of the contract code in the next field. Contracts can be provided by vendors on the serialized and/or lotted items you purchase from them.

If you want all lots to be quarantined for a number of days after receiving them, select the Days on Quarantine option, and then specify the number of days for the quarantine period in the adjacent field. Lots are then automatically placed on quarantine after the receipt is processed.

Note: You can release individual lots before the specified period using the Quarantine Release screen.

If you want lot numbers to expire after a specified number of days, select the Days to Expiry option, and then enter the number of days from creation to expiration.

Tip: To enforce the expiration period, you should also select Warning or Error as the Expired Lot Allocation Message.

Select the code for the lot number mask to use as the default for lot numbers that you add to Inventory Control.

When you select a code, the program displays the description of the mask in the adjacent field.

Note: You can change the mask for a particular item using the I/C Items screen.

The next lot number appears after you select a lot number mask. You can edit the incremental portion of this default number, but it must conform to the mask.

Enter a code of up to six characters that identifies the warranty, and enter a description of the warranty code in the next field. Warranties can be provided to customers on the serialized and/or lotted items they purchase from you.

There are options that allow you to place the lot number automatically on Warranty or Contract when sold or received. Select the two options to enable the respective settings.

If you want to allow the item to be used in transactions at the location, select Yes.

If you selected the Allow Items At All Locations option when you set up I/C Options, Yes is selected by the program. You can change the Allowed option to Yes or No at anytime.

If you added field names to the Alternate Amount 1 Name and Alternate Amount 2 Name fields on the Processing tab of the Options screen, columns using these names are added to the Location Details screen, where you can enter cost amounts.

You can also use these fields as the base for discount pricing, marking up an alternate cost by percentages or by amounts.

To add all of your inventory locations to list of locations on this page of the wizard, select this option, enter the default costs for this item at all locations, and click the Create button.

You can then select Yes in the Allowed column for each location where you want to stock this item.

If you did not turn on the Allow Items At All Locations option on the I/C Options screen, you must use this screen (or the I/C Location Details screen) to assign the item to each location where you plan to stock it.

If you selected the Allow Items At All Locations option, you do not need to add locations here.

Specify a unit of measure to use when costing transactions for the item at the location.

The program automatically displays the stocking unit you specified for the item in the Items screen. You can accept or override the stocking unit.

Enter the minimum quantity that must be in inventory at this location.

Note: This information is used by Sage Inventory Advisor (SIA). It is also used by the Optimize Inventory screen.

Enter the number of days it takes after you place an order until the goods arrive at this location.

Note: This information is used by Sage Inventory Advisor (SIA). It is also used by the Optimize Inventory screen.

The most recent cost for the item, expressed in the functional currency per costing unit of measure, and exclusive of any additional costs.

Specify a location for which to add location details for the item.

You can assign an item to as many locations as you use in your Inventory Control system.

Enter the most recent cost for the item in the unit selected in the Cost Unit Of Measure column.

The program updates the most recent cost each time you process a receipt, transfer, or assembly for the item and run Day End Processing.

This field displays the location name.

Enter a code of up to ten characters (such as an aisle or a bin number) that identifies where the item is kept in the inventory location.

If you specified a default picking sequence in the Items screen, it appears in this field. You can accept or override a default picking sequence.

You can print bin/shelf labels in picking sequence order.

You can automatically enter the various costs for your items for all of your inventory locations.

If you clicked the Create button before adding the costs, you can delete each location, enter your costs, and then click the Create button again.

You can:

• Specify a standard cost for items that use the standard costing method, or if you use the Markup On Standard Cost option on the item's price list.
• Enter the most recent cost for the item in the unit selected in the Cost Unit Of Measure column.

  The program updates the most recent cost each time you process a receipt, transfer, or assembly for the item and run day-end processing.

• Enter a Last unit cost / costing unit—the most recent cost for the item, expressed in the functional currency per costing unit of measure, and exclusive of any additional costs.
• Alternate Amount 1 and Alternate Amount 2 (Costing Units). If you added field names to the Alternate Amount 1 Name and Alternate Amount 2 Name fields on the Processing tab of the I/C Options screen, you can enter costs for these optional cost amounts.

  You can also use these fields as the base for discount pricing, marking up an alternate cost by percentages or by amounts.

Enter your estimated cost (using the functional currency) for the item in the unit selected in the Cost Unit Of Measure column.

Specify a standard cost for items that use the standard costing method, or if you use the Markup On Standard Cost option on the item's price list.

Enter the vendor’s cost unit, such as "ea." or "doz.", or select one using the Finder.

Enter the name of a contact person at the vendor company. You may use up to 60 characters.

Enter the vendor’s cost for the item in this field.

Enter the three-letter code for the vendor’s currency or select one using the Finder.

Enter the number, up to 24 characters long, that the vendor uses to identify the item.

Enter the name of the contact person or position for the vendor.

Enter the identification number you use for the vendor of the item.

The Finder is available for this field only if you use Sage 300 Accounts Payable.

Tip: You might want to enter the vendors in order of primary vendor, secondary vendor, and so on.

Specify the priority (type) to indicate which is the primary vendor, secondary vendor, and so on, of the item. You can change the vendor type at any time by selecting a new one from the drop-down list, but you cannot give two vendors the same type.

You can specify up to nine vendors. The program displays the list of vendors in ascending order from one to nine.

Note: You cannot specify a priority after the record has been added.

Enter the tax authority or use the Finder to select the taxes that are included by default in the item price.

For example, in Canada the GST can be included or excluded from the item price. You would add the GST to this tab if it is included in the price of this item.

Note: The Finder lists only tax authorities for which the Allow Tax In Price option is selected in Tax Services. If a tax that should be included in the price is not available here, you need to change the option for the tax authority in Tax Services.

Also note that you can change the Tax Included setting when you create invoices in Order Entry.

You use this field differently depending on your choice for the Base Price Type. If you selected:

• Base Price for Single Unit of Measure

  Enter the normal or suggested selling price for the item, and then, in the Pricing Unit field, enter the unit on which the base price is expressed.

  To calculate the base price using a cost as a starting point:

  1. Click the Zoom button beside the Base Price field to display the Base Price for Multiple Units of Measure screen
  2. Fill in the fields on the screen that appears.
  3. You must fill in a location for the cost.
  4. Click Proceed to return the calculated base price to the Base Price field, where you can edit it.
• Base Price for Multiple Units of Measure
  1. Click the Zoom button beside the Base Price field to display the Base Price for Multiple Units of Measure screen.
  2. In the table, enter a set of base prices:
     • Unit of Measure. Enter the item units or use the Finder to select the item units in which the base price is expressed.
     • Base Price. Enter the normal or suggested selling price for this item unit of measure, including in the price any taxes that you assign to the item on the Taxes tab.
     • Default. The program forces you to select a default unit of measure and price for entering I/C shipments.
     • The first line you enter is automatically set as the default price, and you can only set it to No by choosing a different line as the default.
     • Double-click the Default column for the line which you want to be the default.
     • The default price and UOM is in effect only if you do not specify a price for the stocking unit. If you specify a price for the stocking unit, I/C Shipments will automatically use it as the default.

  Note: In Order Entry, when you specify the unit of measure for an order detail, Order Entry checks to see if you defined a base price for the specified UOM. If you did not define a base price for the specified UOM, Order Entry uses the default pricing UOM.

  The default pricing UOM is in effect only if the order UOM does not match a defined pricing UOM.

  If you specify a price for the stocking unit, I/C Shipments automatically uses it as the default.

• Base Price Calculated Using a Cost
  1. Click the Zoom button beside the Base Price field to display the Default Base Price screen.
  2. In the Calculate Base Price Using field, specify whether to add a percentage or amount to the cost.
  3. In the Cost Base field, select the cost to use as the base.
  4. In the Percentage / Amount field, enter the percentage or amount that you are adding to a cost.
  5. If you have a multicurrency system, in the Exchange Rate field, specify the exchange rate or the rate type and rate date.

If you use Sage 300 Premium, you can:

• Enter a base price for a single unit of measure and specify the unit.

  (You can select this option, and have Inventory Control calculate the base price using the item cost. After choosing this option, select the Zoom button to perform the calculation.)

• Enter base prices for multiple units of measure, and set a default unit of measure for I/C Shipments.

  Note: The default price is in effect only if you do not specify a price for the stocking unit. If you specify a price for the stocking unit, I/C Shipments will automatically use it as the default.

  You can still set additional prices for volume or customer type discounts on base prices for multiple units of measure.

• Calculate the base price as the cost plus a percentage or amount.

  If you are calculating volume discounts by weight, you cannot calculate the base price from the cost (because the cost is based on quantity).

Specify whether the price check should be done on the unit price or on the sales margin.

If you are checking the unit price, you can check that the price falls within a percentage range of the cost, an amount range on the cost, or within a fixed range.

Select the cost on which you are basing the price.

You can select from standard cost, most recent cost, average cost, last cost, or either of the user-specified costs.

Select the cost on which you are calculating the acceptable range of unit price or sales margin. (This field will not appear if you select a fixed unit price.)

Specify how you are calculating this price from a cost.

Enter a code or use the Finder to select the currency code for the currency in which you want to enter pricing information for the item.

Enter a customer tax class or use the Finder to select one for the tax authority. Inventory Control displays the tax class description when you enter the tax class code.

These letters denote the five possible types of customers to which the discounts or markups you enter apply.

Customer types are assigned to customers in Accounts Receivable.

Inventory Control does not use customer types—Sage 300 Order Entry uses them.

Enter discounts or markups for as many customer types as you use.

Select either Cost Plus a Percentage or Cost Plus an Amount as the method for calculating a default price based on the item cost.

If you have a multicurrency database, you can also select Cost Converted Using Exchange Rate Plus a Percentage or Amount.

Select either Cost Plus a Percentage or Cost Plus an Amount as the method for calculating a default price based on the item cost.

If you have a multicurrency database, you can also select Cost Converted Using Exchange Rate Plus a Percentage or Amount.

Enter a description you want to appear with the item on price list reports.

This is also the description that appears in Order Entry detail lines and on orders and invoices. This means that you can translate this description for price lists, orders, and invoices in other languages.

The Finder in Inventory Control and Order Entry always uses the description from the I/C Items screen.

Select the method you want to use to calculate discounts on customer invoices:

• Percentage. The program discounts the base price using the percentages you specify in the fields below this field.
• Amount. The program discounts the base price using the amounts you specify in the fields below this field.

Enter up to five price discount percentages or amounts (as appropriate) in the fields.

Enter discount amounts in pricing units (include any taxes that are assigned on the Taxes tab).

Select this option and click the Create button to insert all tax authorities defined in your system that allow tax to be included in the price.

For example, in Canada the GST can be included or excluded from the item price. You would add the GST to this tab if it is included in the price of this item.

Note: This choice will only insert tax authorities that have the Allow Tax In Price option selected in Tax Services.

If the tax that you want is not included here, you will have to change the option in Tax Services.

Also note that you can change the "tax included" setting when you create invoices in Order Entry if the Tax Included option is selected for the authority in Tax Services.

Specify a location for the cost to be used in cost calculation.

If you are setting up the price list to calculate selling prices by marking up your cost, enter a markup cost.

This is a reference field and is not used in the calculation. (Markup cost is the only value used in a calculation.)

Select the method you want to use to mark up items to create different prices for different customers or for volume discounts.

• Percentage. The program marks up the cost (markup cost or standard cost) using the percentages you specify in the fields below this field.
• Amount. The program marks up the cost (markup cost or standard cost) using the amounts you specify in the fields below this field.

Enter up to five price markup percentages or markup amounts (as appropriate) in the fields.

Enter markup amounts in pricing units.

Specify the item units in which the markup cost is expressed.

Enter the percentage or amount that you are adding to a cost if you are calculating the base/sale price from a cost base plus a percentage or amount.

Specify whether the price of this item is based on weight or on quantity.

Note: Pricing by weight is available in Sage 300 Premium only.

If you specify weight, Inventory Control lets you set volume discount amounts or percentages that are determined by item weight.

The weights are calculated in Order Entry by multiplying the unit weight of an item times the quantity ordered, and converting the weight to default units.

Specify how you want Order Entry to respond to price overrides. Order Entry can:

• Do nothing (if you select None).
• Display a warning message and let you continue.
• Display an error message and reject the price override.
• Require a supervisor’s approval on price overrides.

Select the number of decimal places you want the program to use for displaying and printing prices and costs.

Select the method you want to use to determine price discounts for items.

• Customer Type. Inventory Control determines prices according to the customer's type (A, B, C, D, or E).
• Volume Discounts. Inventory Control determines prices according to the quantity of an item the customer purchases.

Enter the code or use the Finder to select the price list code for the price list you want to use.

You can set the period during which this price list is in effect. This means that you can easily cut over from an old price list to a new one on a particular date.

• Enter a start date if you have a new price list that comes into effect on a particular date.
• Enter an end date if the price list expires on a particular date.

The price list is always valid if the starting and ending dates are blank.

If you choose a price list in Order Entry before the start date or after the end date, the program will display an error message and enter a 0.00 price.

You can set the period during which this price list is in effect. This means that you can easily cut over from an old price list to a new one on a particular date.

• Enter a start date if you have a new price list that comes into effect on a particular date.
• Enter an end date if the price list expires on a particular date.

The price list is always valid if the starting and ending dates are blank.

If you choose a price list in Order Entry before the start date or after the end date, the program will display an error message and enter a 0.00 price.

Enter the item unit of measure or use the Finder to select the unit of measure in which the base price is expressed.

Enter up to five quantities in the fields for different quantity discount levels (in the stocking units for the item).

Each quantity you enter corresponds to the amount or percentage discount or markup (as appropriate) that you enter in the field to the left of it.

If this is a multicurrency company, specify the rate type, rate date and exchange rate to be applied to the cost to calculate the base or sale price in the price list currency.

Select a rounding method, either Round Up or Round Down, for the program to use when it calculates customer discount prices. The program uses the selected rounding method when you discount or mark up prices by a percentage.

If you select No Rounding, prices appear exactly as calculated, to the number of decimal places your functional currency uses.

Enter the number to which you want the program to round customer discount prices. For example, enter .05 to round prices that are not already a multiple of .05 to the next such multiple.

The program rounds prices up or down according to your selection in the Rounding Method field.

The Round To A Multiple Of field does not appear if you selected the No Rounding option in the Rounding Method field.

If you entered a sale price, select the last date for which the sale price applies.

You use this field differently depending on your choice for Sale Price Type. If you selected:

• Sale price for a single unit of measure

  Enter a sale price for the item if you are including sale prices on price lists.

  Note: You can also calculate the sale price using a cost as a starting point, and edit the calculated amount in this field. To do so, click the Zoom button and fill in the fields on the screen that appears. Note that you must fill in a location for the cost, and you must click the Proceed button when finished to return the calculated sale price to the Sale Price field, where you can edit it.

• Sale prices for multiple units of measure

  If you are entering sale prices for multiple units of measure, click the Zoom button to display the screen for entering multiple units.

  You must also specify the default UOM and price if specifying several sale prices.

  Note: In Order Entry, when you specify the unit of measure for an order detail, Order Entry checks to see if you defined a price for the specified UOM. If you did not define a price for the specified UOM, Order Entry will use the default pricing UOM.

  The default pricing UOM is in effect only if the order UOM does not match a defined pricing UOM.

  If you specify a price for the stocking unit, I/C Shipments will automatically use it as the default.

• Sale price calculated using a cost

  If you are calculating the sale price from a cost, click the Zoom button, and then:

  1. Specify whether to base the price on a single unit of measure.
  2. Click the Zoom button beside the Sale Price field to display the Default Sale Price screen.
  3. Specify:
     • Whether to add a percentage or an amount to the cost.
     • The type of cost.
     • The percentage or amount to add.
     • The exchange rate if a multicurrency database.

If you use Sage 300 Premium, you can:

• Enter a sale price for a single unit of measure and specify the unit.

  (You can select this option and have Inventory Control provide a starting point for the sale price based on the item cost. After selecting this option, click the Zoom button to perform the calculation.)

• Enter sale prices for multiple units of measure and set a default unit of measure for Order Entry.

  Note: The default price is in effect only if you do not specify a price for the stocking unit. If you specify a price for the stocking unit, I/C Shipments will automatically use it as the default.

  You can still set additional prices for volume or customer type discounts on sale prices for multiple units of measure.

• Calculate the sale price as the cost plus a percentage or amount.

  If you are calculating volume discounts by weight, you cannot calculate the sale price from the cost (because the cost is based on quantity).

If you entered a sale price, select the first date for which the sale price applies.

If you entered a sale price, enter the item units or use the Finder to select the item units in which that price is expressed.

Use this option to specify how the discount prices of items assigned to this price list will be calculated by default.

• Discount. Inventory Control calculates the selling price by discounting your base price for the item.
• Markup on Markup Cost. Inventory Control calculates the selling price by marking up your "markup cost" for the item (entered on the previous tab).
• Markup on Standard Cost/Most Recent Cost/Average Cost/Last Cost/Alternate Amount 1 or 2. Inventory Control calculates the selling price by marking up the cost you keep for your items (including the value you enter as "Alternate Amount 1" or "Alternate Amount 2" on the I/C Options screen).

Note: If you are pricing by weight, you can choose Discount and Markup On Markup Cost only.

Enter the range of prices available to each user ID for which you want to do a price check.

If you want, you can create several price-approval levels for sales clerks and supervisors.

The default price check range applies to all users who are not specifically listed in the table.

If you delete the price check for the Default user, the program will only perform price checks for the listed user IDs.

This field displays the customer's unit price for the item calculated according to your previous entries.

This field appears only when you have chosen to price by item number.

Select a contract price type. Your selection affects the fields that appear (or are active) below the Contract Price Type field.

Chose this option to automatically copy contract pricing information for each new line from the previous line in the table.

Select a cost base you have set up.

This field appears only if you selected Cost Plus a Percentage or Cost Plus Fixed Amount as the contract price type.

Enter a code or use the Finder to select the currency code for the currency in which you want to enter contract pricing information for this customer and this item.

Enter a customer number or select one using the Finder.

This field appears only if you selected Customer Type as the contract price type.

Available customer types include Base, A, B, C, D or E.

This field appears only if you selected Discount Amount as the contract price type.

Enter a fixed discount amount.

This field appears only if you selected Discount Percentage as the contract price type.

Enter a discount percentage with up to five decimal places.

Enter a date for the pricing contract to expire. If you do not enter a date, the contract will remain in effect indefinitely.

Enter a price that will not change.

This field appears only when you select Fixed Price as the contract price type.

Enter an amount to be added to the price derived from the cost base you selected.

This field appears (or is used in the Items Wizard) only if you selected Cost Plus Fixed Amount as the contract price type.

Enter a percentage, using up to five decimal points.

This field appears only if you selected Cost Plus Percentage as the contract price type.

Enter, or select using the Finder, the price list from which you want to draw the base price for the item you selected.

Choose the unit of measure to which the contract pricing applies. (For example, a customer may get a discount if they buy by the case, but not on individual items.)

Select a date to ensure that the contract price will be picked only if the transaction date is after the contract start date.

If you want the contract to be open-ended, leave this field blank.

Select this option if you want the program to determine the best price for the customer automatically, regardless of the contract price.

Enter a comment to describe how this item code is used, if necessary.

Provide a description of the item code, such as "UPC -- Classic Desk Lamp."

The manufacturers' item number can be up to 24 characters long (numbers or letters). It must be unique.

Specify the unit of measure that is used with this code. Manufacturers' item numbers can use any of the units of measure defined for the inventory item.

Add any comments or instructions that you want with the item number.

Comments and instructions entered here will appear in the comments and instructions fields for an order in Order Entry.

Select the customer for whom you are adding the item number.

Enter the description that your customer uses for the item. You can use this description to verify that you are entering the correct item when entering orders.

Enter the number that your customer uses for the inventory item.

Specify the unit of measure that your customer uses with this item to make sure that orders are filled correctly.

Chose this option to automatically copy reorder information for each new line (period) from the previous line in the table.

Enter the maximum number of units (in the item's stocking units) you want in stock at any time for the item during the specified period. If more than this specified number of units are in stock during the period, the item appears on the Overstocked Items report.

Inventory Control calculates the quantity available as the quantity in stock, plus the quantity on purchase order, minus the quantity on sales order.

Enter the minimum number of units (in the item's stocking units) you want in inventory for the item during the specified period.

If fewer than this specified number of units are in stock during the period, the item appears on the Reorder Report.

If optional fields were defined for this screen, click the Zoom button, then add or edit optional field information as follows:

• Fill in the value field for any optional fields that appear.

  If a field is required, you cannot save the item record until you fill in the value.

• To add optional item fields that were not automatically inserted, use the Insert key to add a new line to the table, and then use the Finder to add the optional field.
• When you select an optional field code, the program displays the description for the optional field.

Optional fields must be assigned to the Items screen using the I/C Optional Fields screen before you can add them to item records.

Enter the date (month and day) of the first day for which you want the reorder criteria to apply.

If you add reorder criteria for more than one period in a 12-month period, then the current reorder criteria are in effect until the next period starting date.

For example, if you add different reorder criteria for periods starting on the first day of every month beginning with December 1st of the current year, then the first reorder criteria expire on December 31 and the next reorder criteria take effect on January 1st of the next year.

Enter the number of units of the item (in the item's stocking units) you expect to sell during the specified period.

Enter a location code or use the Finder to select an inventory location. You must have previously allowed the item to be stocked at the location.

Enter the number of units (in the item's stocking units) that you want to order during the specified period when either:

• The number of the items in stock is less than the amount you specified in the Minimum Quantity field, or
• The projected sales of the item for the period is greater than the amount of the item in stock.

The program displays the stocking unit of measure from the item record. You enter reorder information in stocking units.