- From Inventory module > click on Items menu.
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.
- This will open a new 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-Manual. Notice that Inv. Valuation field that follows will automatically be set to Lot Level.
When Lot Tracking is set to Yes-Manual, you will be asked to manual input the new lot number when receiving, shipping, transferring or adjusting item/s.
- 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 Tax for the item if it is taxable. See How to Setup Tax for an item.
- 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 Promotional 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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