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How do I create a new inventory item?

Created on  | Last modified on 

Summary

Creating a new inventory item.

Description


Cause


Resolution

  1. Click Maintain, select Inventory Items.
  2. Enter a unique ID in the Item ID box.
  3. Enter a Description for the item.
  4. Select an Item Class.
  5. Enter a Price Level if desired, select the Cost Method, and select the correct GL Accounts.
    • Note: Once the item is saved, Cost Method and Item Class cannot be changed
  6. Enter a Description for Sales and a Description for Purchases. On this screen, you can also enter information such as UPC / SKU, Part Number, Item Type, Location, Stocking U/M, Weight, Minimum Stock, Reorder Quantity, as well as Preferred Vendor ID and Buyer ID.
  7. Click Save.

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