Single Vendor Non-Wearable Item - House Owned
1. In the Item Master screen, click Add. Hit tab.
2. Enter your item number in the Item # field. A base item number is not needed for this item as there won't be colors/sizes.
- Tip: Start the item number with the program letters. Items will be grouped together for look up
- purposes.
3. Enter in the description that is in your catalog. This is the description your customer and vendor will see. The first line of the description prints on reports and packing lists and should contain the most pertinent information. If you need more than the two lines of description, once you hit add there will be an extended description button available.
4. The item type will be FG (bought as finished) if you stock the item and DS (drop ship) if you always have the vendor send this item directly to your customer. The method of inventory will either be Stock (ST) or Variable (VA) for the FG item and DS for the DS item. See the F1 (Help) for field definitions.
5. Enter the program # in the program field. Any report selected by that program will include this item.
6. The owned by will be house. Enter the unit of measure stocked in your warehouse. Pricing will be quantity break, even if you don’t offer quantity breaks. Click Add.
7. On the Order info tab, enter the standard material (std mtl) cost of the item. Include an estimate per piece freight charge (std frt). Enter a price. Enter the appropriate product code line item code and category.
8. On the vendor tab, click edit vendors and then add. Enter the vendor(s) that you will be purchasing this item from on the Vendors tab. Ninety-nine different vendors may be added. Vendor sequence # 1 will be the default vendor for a purchase order. Enter the vendor’s item number, per, lead time, minimum order quantity, unit of measure and the cost the vendor charges you. If a secondary vendor is setup, changing the vendor number on the purchase order will bring in their information. Click Save and Close.
9. On the Activity Screen enter the minimum and maximum you want to stock in your warehouse.
10. A minimum of one site and one bin location to track inventory is required. The location site will default in based on the warehouse entered in company information and can be changed. Click edit bins and add. A lookup is available and will display all available bins for that location site. Click edit site and edit to select a “stored at” site.
- Tip: See item master maintenance, location tab for detailed information.
- Tip: Use the F1 help key for additional information.
11. Save the item.