Item Master

Inventory Item screen helps to add new items in the system. This screen also helps to associate the item with the item class. This screen allows you to view and modify the existing item details.

To add new item:

  1. On the System Administration module, click Inventory & Logistics, and then click Item Master.

  2. Enter Item Code and Description in the respective fields.

  3. Select Item Class from the drop-down.

  4. Select the check boxes such as, Serialized, Sellable, Lonable, and Rentable depending on the requirement.

  5. Select Item Category form the drop-down. If the Item Category is Singleton, then click Add link in Item Variants table to add the Item Variant Code and Description. If the Item Category is selected as Kit, then click Add link in Kit Definition grid to enter Items, Units, Quantity, and Kit Identifier. Repeat the process to add multiple items in the kit.

  6. Select Units (of measurement) and Item Type from the drop-down.
    Note : The units defined in UOM lookup code are displayed in Units drop-down.

  7. Select item Status from the drop-down. Select status as In Use if it is an Active item. In this case, you can view the item in Item drop-downs in the respective inventory screens. Select the status as Not In Use if it is an Inactive item.

  8. Enter item Warranty in months in the given field.

  9. Select Item Type from the drop-down.

  10. Enter the item warranty which is used in UsedItemWarranty field.

  11. Enter the Replacement Warranty in months where it will replace an item that has malfunctioned.

  12. Click the Save button to save the item details.

  13. To view the existing items, click the Search Lookup against the Item Code field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window.

  14. To modify an existing item details, select the Item Code link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  15. Modify the details and click the Save button to apply the modification.