- From Inventory module > click on Items menu.
- The Search screen for Items will be shown. Click New toolbar button.
- This will open a blank Item screen.
- In the Details tab, enter Item No and Description.
- In the Type field select either Inventory, Raw Material or Finished Good. These are the only item types that allows lot tracked.
In the Lot Tracking field select Yes-Serial Number. Notice that Inv. Valuation field that follows will automatically be set to Lot Level.
When Lot Tracking is set to Yes-Serial Number, the system will automatically generate a new lot number when receiving, shipping, transferring or adjusting item/s. This lot number is generated based on Starting Number screen setup. You can open this screen from System Manager module > Starting Numbers menu > Inventory.
- Fill in other information as needed.
- Setup Unit of Measure. See How to Setup Item UOM.
- Setup Item Locations. See How to Setup Item Location.
- Setup GL Accounts. See How to Setup GL Accounts for the items.
- Setup Pricing. See How to Setup Item Pricing.
- Setup Pricing Level as needed. See How to Setup Pricing Level
- Setup Special Pricing as needed. See How to Setup Special Pricing.
- Save the record. You can click the Save toolbar button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
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