2.3.2.1.1. Item General Information Tab

The Inventory Item General Information Tab is used to enter general item information such as name, description and units of measure.

Inventory items must be defined in the system before they can be used.



Fields on the General Information Tab

Inventory Item Name

Use this field to enter a name for the inventory item. The name will be used throughout the system when referencing materials.


Stock Item Number

Use this supplemental field to add your companies own stock item number to the item for familiar recognition if the item.


Folder Name

This field is used for organizing inventory item icons on the Item Definition screen.

When you enter a name in this field, the item will be located in a folder by the same name when viewing the Item Definition screen.


Description

Enter any descriptive text in this field about the item being defined.


Base Units Of Measure

Very important. Base unit of measure is used for computing and converting between different units of measure for a given quantity.

For example: 32 Oz = 2 lbs.

The base unit of measure is used for each item throughout the system whenever a units conversion needs to be performed.

Use the Database Maintenance/Units Of Measure maintenance screen to add or change the existing set of defined units of measure in the Tracker database.


Default Display Units

Once you have selected a Base Unit Of Measure, set this field to control the default display units when viewing quantity information for this item throughout the system.

For example: Base Unit Of Measure=Ounces Default Display Units=Pounds


Default Order Quantity

Enter a quantity and a units of measure for the default quantity to be used when this item is added to a customer order.


Item Type

There are three types of items which can be defined to the Tracker system.

Use this set of radio button to set the appropriate type for the item you are defining.

The types are:
Product
Shows up as an orderable item on the Customer Order Entry screen

Service
Special case of product. Shows up as an orderable item in the Customer Order Entry Screen.

Raw Material
Does NOT appear on the Customer Order Entry screen. This type of item will only be available for use in production Bill Of Materials.


Item Mfg'd In House

Use this checkbox to indicate whether the item being defined is an in-house manufactured item (checked) or a vendor purchased item (unchecked).


Taxable

Indicates that this is a taxable item.


Default Income Account

Specifies the default account to use for recording any sales of this item.


Default Expense Account

Specifies the default account to use for recording cogs against this item.





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