Set Up New Inventory Items
Setting up items for your Connected Business Inventory Module is easy with the New Item Wizard. This is the first step to inputting items to your Inventory Module.
Set-up Inventory Items
You can use the import option to import your inventory file.See Import Manager.
- Inventory Module > Item > New Item. The New Item Wizard will display.
- Choose from what item category your new item will fall into and select Next.
- Check the Active checkbox to set the recur schedule to active status.
- Select the Interval of the recurrence. You can specify Recurrence Options for any interval you choose e.g. every first Monday of the month.
You may further customize the set-up of your inventory.
For further reading on this topic, see also: Manage Inventory Items.
When creating item names always use numbers
or a combination of letters and numbers without space
Copy Existing Item Information
You can create a new item detail by copying an existing item in the inventory. To do this,
- Click on the Item button and double-click on the specific item to open the Item Detail Form.
- Click the Copy Item button at the toolbar menu.
- In the Copy Item window, type in the new item code and description and specify the number of copies
Or, you can do the following steps:
- Item > New Item. The New Item Wizard will display.
- Select the Copy Item and from the dropdown menu, select the item you wish to copy the details from.
- Proceed with filling out the item details.
When copying a matrix group, matrix items from the copied item are not included.