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The following will guide you on how to create Item that is a Non-Lot Tracked item.
  1. There are 2 ways where you can create a new Item.
    1. From Inventory module > click on Item menu. The Item search will be shown. Click New. 
      If there are no existing records yet, upon clicking Item menu, it will open a new Item screen. 
    2. From an existing Item record, click New.
  2. This will open a new Item screen.
  3. In the Details tab, 
    1. Enter Item No.
    2. In the Type field select the type of item you will add. In this example, Inventory type is selected. 
    3. Enter Short Name for the item.
    4. Enter item description in the Description field.
    5. Select a category for this item in the Category field.
    6. If this item is a commodity, select a commodity this item is part of, else leave it blank.
    7. In the Lot Tracking field select No.
    8. Enter other relevant item information. See Items - Field Description.
    9. Setup item's Unit of Measure. See How to Setup Item UOM
  4. In the Setup tab,
    1. GL Accounts tab, assign GL Accounts. See How to Setup GL Accounts for the items.
    2. Location tab, select locations where item will be available. See How to Setup Item Location.

  1.  

  2. Setup Unit of Measure.  See How to Setup Item UOM.
  3. Setup Item Locations. See How to Setup Item Location.
  4. Setup GL Accounts. See How to Setup GL Accounts for the items.
  5. Setup Tax for the item if it is taxable. See How to Setup Tax for an item.
  6. Setup Pricing. See How to Setup Item Pricing.
  7. Setup Pricing Level as needed. See How to Setup Pricing Level 
  8. Setup Special Pricing as needed. See How to Setup Promotional Pricing.
  9. 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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