Inventory Items
Navigating to Inventory Items
1. Go to “Inventory” on the menu bar, then select “Items” and then “Inventory Items”.
Adding the Item(s)
Adding a New Item
1. On the View Product, click “New”.
2. Select the Stock Department using the search icon.
3. Use the search icon to select the Stock Area. The Stock Area must be created before adding the item, as it represents the item's location within the warehouse or inventory.
4. Select Item using the search icon for the item number field.
5. Select the Carry Unit - this is usually the same unit as the Default Issue Unit.
6. The Default Issue Unit - is typically the same as the Carry Unit and represents the smallest unit you intend to store in the warehouse or inventory. All inventory documents will default to this unit, though you can still change the unit to any of the three available options on the document.
7. Replenish Unit is usually the largest unit and how you order from the Vendor/Supplier.
8. Carry Unit Cost - this the cost of the Carry Unit.
9. Click “New" to add the item to inventory.
