Add an Item Record

You use the Item Master (SP) application to add an item record. An item record identifies the item, and lets you associate information with an item. When creating an item record, you also can list both the parts that you can use interchangeably with the item and any condition codes that you want to assign to the item. You can choose to number items manually or have items automatically numbered for you.

To add an item record:

  1. On the toolbar, click New Item . A new record opens on the Item tab.

  2. If  the Item field is empty, enter a value.

  3. Enter a description in the Item Description field. To enter additional information, click Long Description .

  4. In the Lot Type field, specify whether the item is lotted (LOT or NOLOT).

  5. Optional: Associate customers with the item in the Customer field:

  6. Fill in additional fields as needed. An asterisk (*) indicates a required field.

  7. Click Save Item to add the new item record to the database.

After creating an item record and adding the item to one or more storerooms, you can use the Storerooms tab within Item Master to view a list of storerooms associated with this item. You also can create and view a list of vendors that stock the item on the Vendors tab, define specifications for the item on the Specifications tab, and list the parts or subassemblies that comprise the item on the Item Assembly Structure tab.

See Also

Designate Alternate Items

Create a Condition-enabled Item

About Rotating Items