- 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 Inventory.
- In the Lot Tracking field select whether the item is Lot Tracked or not.
- Select Yes-Serial Number if the item is lot tracked and will use the predefined lot number from the Starting Numbers screen.
- Select Yes-Manual if the item is lot tracked and will manually enter the lot number.
- Select No if he item is not lot tracked.
- Fill in other information as needed.
- Setup Unit of Measure. To guide you on how to setup Item UOM, see How to Setup Item UOM.
- Setup Item Locations.
- Setup GL Accounts.
- Setup Pricing.
- Setup Pricing Level as needed.
- Setup Special Pricing as needed.
- 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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