The possible tabs are (detailed information is provided later in this section):
The supplier tab on the item details section includes the suppliers that carry the item and specific information related to the item from the supplier.
Each item can have several suppliers, but only one of them can be the primary supplier. The primary supplier is the supplier that is considered when automatic ordering is used to create purchase orders, and is generally the supplier that is included in reports for the item. Purchase orders that are created for secondary supplier can include the item, but it must be added manually, rather than automatically.
To add a new supplier, click or tap Add Suppliers. The add suppliers screen will appear. Locate the desired supplier and click or touch Add Supplier next to their name. The supplier will be added to the supplier list.
NOTE: Newly added supplier's default to the Primary supplier, so please verify that your preferred supplier is set to primary before saving the item record.
To remove a supplier from the list, simply click the red X button next to the supplier code.
To edit the supplier information related to the item, click or tap the field to be edited, and enter the desired information. The item must be saved in order to commit the changes to the database.
The fields on the supplier record are:
The item History tab is a basic report of all actions taken on the item. Including sales, transfers, purchase orders, and adjustments. The report displays the date the action was taken, the type of action, the quantity change from the action, the location, the user who performed the action, as well as any order or transaction numbers associated to the action. The order and transaction numbers will link directly to the order or transaction for more details.
An Item Kit is a group of items that can be sold together for a specific price. For instance, I am selling a pool kit that includes a pool net (regular price of $29.99), water testing strips (regular price of $9.99), a tub of chlorine tabs (regular price of $32.99), and a branded pool towel (regular price of $15.99). If bought separately, the cost of all the items would equal $88.96, but, if the customer buys the kit (a separate sku), they will get all 4 items for a reduced price of $75.99. By creating a kit, the quantities of all the items included are updated when a sale or return is made. This also allows the cashier to scan one barcode or sku, instead of 4.
Item Kit is only available when the Item Type is Kit. Once the item master is created, you will click on the Item Kit tab, and Choose and Add Items. A pop-up window will allow you to search by Sku, Description, Department, Category, Cost or Price, for the items you want included in the kit. To add an item from the list, click the + to the left of the item.
The item links tab on the item details section includes tag along item links, as well as substitute item links. Each item can have a tag along item with a set quantity, and multiple substitute items.
Tag Along Items
When a tag along item is attached to an item record, that tag along item will be included on the point of sale transaction any time the main item is added. If the user has specified a quantity other than 1, that quantity will be included on the transaction. To Add a Tag Along item, click or tap the Tag Along Item Setup button and locate and select the desired item from the list.
Linked Substitute Items
A substitute item is used at the point of sale when or if the main item (the item to which the substitute item is attached) is out of stock. In this scenario, the point of sale application will display a list of substitutes for the item from which the user can choose. The substitute item(s) can be placed directly on the transaction from the substitute list. To add a substitute item to the list, click or tap the blue plus button at the top left of the Linked Substitute Items section. The user will then locate and select the item(s) to be added as substitutes. Click Close to return to the item record.
The item Settings Tab includes important settings related to the item record. Settings are global, meaning that the settings apply to all locations that carry it.
NOTE: The settings tab only shows up if the user has the specific rights to view or edit these settings.
The following settings are available on the settings tab:
Item Settings
Item Messages
Label Settings
Commission Settings
Allowed Edit Roles - Select the specific user roles that are allowed to access the item
Notes - Notes about the item
Item Image - Select an image for the item. Click or Tap Upload Image, then select the desired image. Currently, only JPG and GIF image files of 200k or less are allowed. Multiple images can be uploaded for a single item.
The aliases and tags section (panel) is pretty simple as it contains only two features; Alias SKU List and Item Master Tags.
Alias SKU List
An alias is an alternate identifier for the item by which an item can be referenced, searched, or sold. A single item can have an unlimited* number of alisas, but they must be unique in the system, since they are identifiers.
Item Master Tags
An item tags are categorizations or attributes by which an item can be referenced. An unlimited* number of tags can be added to a single item. Tags are used to filter, sort, or report on groups of items. Tags are created and managed under Admin in the Navigation menu. See the tags section under tools later in this document for more information on adding and editing tags.
*Higher numbers of aliases and tags on item records may cause performance issues when searching or working with item records.
To create a new item, click or tap the +New Item button located in the top left of the item list screen, or the New Record button in the top left of any item record screen. A blank item record will appear.
Complete the fields on the item record, making sure to fill in all required fields which are shown in bold. Some fields have a default, such as Item Type, Barcode Format, Unit of Measure, and Item is Taxable. These defaults can be changed before saving the item.
Save the Item by clicking or tapping Save.
NOTE: By system default, the following fields are required: SKU, Description, Location Group, Department, Category, Item Type, Master MSRP, Master Price, Master Cost, and Unit of Measure. These fields must be completed in order to save a new item. There may also be additional fields that are set to required by each enterprise. An alert message will be displayed if any required field is not properly completed before save.
Making an Item Inactive
To make an item inactive, from the item list screen, click or tap the red box with a white X in it next to the item SKU to be made inactive. A message will appear asking to confirm that
NOTE: This does NOT delete the item, but instead hides the item from standard views and reports. To locate inactive items, use the Advanced Search option (see advanced search in this document) to search for inactive items.
Item images can be uploaded in the Item Settings tab or from the Item Lookup table. To upload from the lookup table, click on the upload icon next to the item you are adding an image to.
From the Item Images window, you can upload images from your computer, or from a URL. Multiple images can be added to an item, and can be labeled as Main, Thumbnail, Side and Front. This allows you to identify multiple images for an item. Once the images are uploaded, you can change the order of priority by clicking and dragging the image to the order you'd like them to appear. Once complete, click SAVE.