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  1. From Inventory module > click on Items menu.

  2. The Search screen for Items will be shown. Click New toolbar button.

    If this is the first record you are creating, it will automatically open a new Item screen.

  3. This will open a new Item screen.
  4. In the Details tab, enter Item No and Description.

  5. In the Type field select Inventory.

    The Inventory Item type is used for regular items you purchase. This item type tracks stock quantities.

  6. In the Lot Tracking field select whether the item is Lot Tracked or not.
    1. Select Yes-Serial Number if the item is lot tracked and will use the predefined lot number from the Starting Numbers screen.
    2. Select Yes-Manual if the item is lot tracked and will manually enter the lot number.
    3. Select No if he item is not lot tracked.
  7. Fill in other information as needed.
  8. Setup Unit of Measure.  See How to Setup Item UOM.
  9. Setup Item Locations. See How to Setup Item Location.
  10. Setup GL Accounts. See How to Setup GL Accounts for the items.
  11. Setup Tax for the item if it is taxable. See How to Setup Tax for an item.
  12. Setup Pricing. See How to Setup Item Pricing.
  13. Setup Pricing Level as needed. See How to Setup Pricing Level 
  14. Setup Special Pricing as needed. See How to Setup Promotional Pricing.
  15. 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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