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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 either Inventory, Raw Material or Finished Good. These are the only item types that allows lot tracked.

  6. In the Lot Tracking field select Yes-Serial Number.  Notice that Inv. Valuation field that follows will automatically be set to Lot Level.

    When Lot Tracking is set to Yes-Serial Number, the system will automatically generate a new lot number when receiving, shipping, transferring or adjusting item/s. This lot number is generated based on Starting Number screen setup. You can open this screen from System Manager module > Starting Numbers menu > Inventory.

  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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