Items

You can add or import items to your master item list on the All Items page. Items then can be added to storerooms and managed as inventory.

Storage and uniqueness of item data

All items belong to an item set. Item sets are at a level above the level for organizations. This means that in an item set, multiple organizations can share item data. Identifiers must be unique at the item set level. You do not see item set information unless your company uses more than one item set.

Specifying item details

After you add or import items, you can specify the following information:

  • Units in which you issue and order items. Your administrator sets up conversion factors that convert order units to issue units.
  • Status of the item. Items must be active before they can be moved to storerooms.
  • Lot indicator. A lotted item has a shelf life and calculated expiration date.
  • Bin identifier. The first bin that you specify becomes the default bin, but you can change it.
  • Rotating item indicator. A rotating item represents a set of interchangeable assets that can be tracked as they change locations. These assets are repaired rather than replaced.
  • Default vendor for restocking the item.
  • Attachments, such as images, specifications, and safety data sheets.
  • Commodity group and code. This information helps you to analyze product use and costs.

Adding items to storerooms

You can add items to storerooms in the following ways:
  • Add items to a storeroom on the Storerooms tab of the All Items page for a selected item.
  • Add items to a storeroom that you select from the Storerooms page.