<< Click to Display Table of Contents >> Navigation: Process Guide > Items: Creating and Editing |
Items can be created and edited by navigating to:
Inventory > Files > Master Maintenance
Click the +Add button in the bottom right corner of the Inventory > Files > Master Maintenance.
Utilize the search bar to narrow the selection of customers then click the item.
When a new item is added or an item is selected from the search results the item maintenance screen will open. Some of the tabs on the left hand side of the screen may be hidden based on your user permissions. The following key fields should be entered for an item before including it in an order.
Main Tab |
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Item Code |
Quick reference code, numeric suggested |
Up to 15 characters |
Item Description |
Full description |
Up to 40 characters |
Setup Tab |
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Catch Weight |
Is this a variable weight product |
Catch weight products are billed by pound |
Standard Weight |
The weight of an individual each |
A weight should be entered for all items |
Case Conversion Quantity |
How many eaches or pounds in a case |
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Case Conversion Unit of Measure |
Whether quantity is eaches or pounds |
Eaches are recommended in most cases |
Stock UOM |
Default unit for inventory reporting |
All three units can be viewed in detail |
Sell UOM |
Default unit for order entry |
Can be changed during order entry |
Bill UOM |
Unit item will be billed by |
Can not be changed during order entry |
Type |
Ordinary, Intangible or Inactive |
Inventory not tracked for intangible items |
Stock Status |
Inventory |
Item can be purchased and sold as normal. |
Stock Status |
Special Order |
Item is hidden from sales order history guide. |
Stock Status |
Don't Reorder |
Item cannot be purchased, a warning message will display. |
To speed the initial setup of your item file you can enter your items into a pre-formatted spreadsheet to be imported into Food Connex Cloud.
Click here to download the Food Connex Cloud Item Import Spreadsheet.