Creating a New Item Master
- Click the Items tab.
- Click New or New Item Master.
- Enter the item name or number in the Item Number field.
- Enter an Item Description.
- Select the way in which the item will be acquired.
- Select a Stocking UOM Stocking UOM is the unit of measure in which the item is stocked and sold to the customer. For instance, your supplier may sell you a box containing a quantity of 2000 of the item, but your company may sell them as individual units (each). Stocking UOM and Supplier UOM are used to determine if a conversion is required upon receiving an item into stock. The conversion will not be applied unless there are two different units of measure entered for the Supplier UOM and Stocking UOM fields on the item master. The appropriate conversion calculation is derived from the Conversion Factor and Conversion Value fields.. For instance, if the item is to be sold individually, select Each.
- Complete the remaining fields. See Item Master Fields.
- Click Save.