- 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. 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.
Overview
Content Tools