Note: The Quick Item Add program does not allow you to enter or create alternate bin locations for items.
This is a pared-down version of Item F/M, so it only includes the fields necessary to set up an item record in the system.
To speed up entry, it asks you to choose an existing item to serve as a template for the new item.
You can edit any records created with this program in Item F/M.
Note: The Quick Item Add program does not allow you to enter or create alternate bin locations for items.
Access this program by choosing F3 in the Item field in any of the SO Order Management Suite programs’ line-item entry sections.
Also access Quick Item Add from Inventory Control-->File Maintenances-->Quick Item Add.
Use Quick Item Add when the item is or is going to be part of inventory.
If the item is a special order or that will not be kept in inventory, enter it as a temporary item in one of the SO Order Management programs. (Enter the temporary item number and enter the vendor and item information as the system prompts for it).
To create an item in Quick Item Add:
1. Enter an existing item to use as your default (or template) in the Default Item Entry box.
This is a required field.
Choosing an existing item that is similar to the one you are creating helps you save time since you can use many of the same properties and settings.
The system makes a copy of this record so you can rename it to something else. The original record is not overwritten or changed in any way.
2. Enter a name for the item you are creating.
The new item name can be any alphanumeric combination. The system warns you if you enter a number that already exits and requires you to enter a new number. This prevents you from overwriting an existing item number.
Select OK (CR) to continue to the main Quick Item Add screen. Select Cancel (F4) to return to exit out of Quick Item Add without creating a record.
3. Use the Quick Item Add main screen to define the item.
The Quick Item Add main screen is similar to the Item F/M program.
Use the Main tab to enter general item information, such as vendors, descriptions, price class, GL table, etc.
Use the UM/Pricing tab to enter units of measure, conversion factors (if necessary) and weights. Also enter pricing information on this tab.
When you enter a default item through this program, the system does not automatically create all of the Units of Measure (UMs) for the new item that existed for the default item. The Quick Item Add program is designed to carry over the smallest UM from a default item. If the default you are using to create another item has UM as defaults for Stocking, Costing, Pricing, and Selling, then the system also creates those UM’s for the new item. Since the Buying UM does not exist in the Quick Item Add program, the system uses the default item’s stocking UM for the new item’s buying UM. To check the UM information for items created via the Quick Item Add program, access the Item F/M and review the UM setup information.
Use the Inventory tab to determine which warehouses stock this item, the restocking warehouse, safety allowance, restocking method, warehouse location and the item’s seasonal status, if any.
Refer to Item F/M for field descriptions.
Ü To enter service items on the fly, you can start by creating the item record in Quick Item Add and set up the Service Item controls in Item F/M later. Set the Item Type field to Uninventoried.
4. Select Save (CR) to save changes and add the record into the system.
If you decide you do not want to enter this item, choose Exit (F4) at any time and choose No (N) when the system asks if you want to save the record.