Defining a product item's primary information

A product item's primary information provides general information about the item.

About this task

Some of these attributes can also be specified at the classification level. For more information about viewing inheritable attributes, see Viewing inheritable attributes.

For more information about defining common item attributes, see Defining common item attributes for a classification value.

To set up an item's primary information:

Procedure

  1. From the tree in the application rules side panel, choose Products > Items.
  2. In the Item Details window, choose the Primary Info tab.
  3. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
    Table 1. Primary info tab.

    Product item's primary information

    Field Description
    Master Catalog Select the master catalog in which you want to include the item.
    Is Item With Variations Check this box if the item is an item with variations. This will cause the Children Items tab to appear.
    Note: Adding an item with variations to a bundle causes an error to be thrown during the create order or change order process.
    Short Description Enter a brief description of the item.
    Kit Code If the item is a kit item, select whether it is a physical kit, a bundle, or a dynamic physical kit.

    A physical kit is maintained as a single item.

    A dynamic physical kit contains individual kit items that may require value-added services to be performed at the node. If you select dynamic physical kit, the Other Services tab is enabled on the Available Services tab. From this tab kitting and de-kitting services can be selected for the creation of appropriate work orders for the kit creation.

    A bundle can contain items, services, and other bundles. If you select bundle as the kit code, the Components tab is enabled. In the Components tab you can enter product details. When "Enable Logical Kit" is checked, logical kit is listed in the drop-down list. Otherwise only physical kit, dynamic physical kit, and bundle appear in the list.

    Note: If you select a kit code for an item an additional Components tab displays in the Item Details window.
    Note: If you change the kit code for an item, check the component list of the kit to make sure that the change is correct.
    Description Enter a more detailed description of the item.
    GTIN Enter the item's Global Trade Item Number (GTIN). GTIN is the evolving standard for product identification. Sterling Order Management System uses GTIN to cross-reference between item definitions.
    GTIN Manufacturer Prefix Length Manufacturer's prefix length specified in the GTIN.
    Status Select Held to make the item unavailable. Such items are still able to be processed by the Sterling Order Management System APIs.

    Choose Published to make the item available to the APIs through the UI.

    Cost Currency The currency used for the cost of the item, such as Euro or Dollar.
    Minimum Order Quantity Enter a minimum quantity that an order can be made for against the item.
    Note: This field has no logic associated with it and can be configured as per your business practices.
    Maximum Order Quantity Enter a maximum quantity that an order can be made for against the item.
    Note: This field has no logic associated with it and can be configured as per your business practices.
    Unit Cost Enter the cost of the item. All cycle counts are based on the unit cost of the item.
    Computed Cost The computed cost of the item.
    Size Code Enter the size code of the item.
    Color Code Enter the color code of the item.
    Taxable Check this box if the item is taxed.
    Can Be Added To Work Order As Service Tool Check this box to allow the item to be used as a service tool on a work order. A service tool can still serve as a regular product item whose inventory can be adjusted and tracked within Sterling Order Management System. Additionally, it can be associated with a work order as a tool that may be used by a resource to run the work order's services.
    Source
    Manufacturer's Name Enter the name of the manufacturer who made the item.
    Manufacturer's Item Enter the identifier that the manufacturer uses to identify the item.
    Manufacturer's Item Description Enter the description the manufacturer uses for the item.
    Country/Region of Origin Click the Search icon and select the country or region of origin.
    Reverse Logistics
    Returnable Select "YES" if the buyer can return the item.
    Return Window Days Enter the number of days from receipt of the item that the buyer has to return the item.
    Return Shipping Label not required Choose this option if you do not require a return shipping label.

    You can choose this option only if you select "YES" from the Returnable drop-down list.

    Return Shipping Label required at SKU level Choose this option if you require return labels for each unit of the item packaged in the container.

    You can choose this option only if you select "YES" from the Returnable drop-down list.

    Return Shipping Label required at package level Choose this option if you require return labels for each container in which the item is packed.

    You can choose this option only if you select "YES" from the Returnable drop-down list.

    Credit Without Receipt Check this box if the Buyer can receive credit for the item before returning it.
    Extended Description You can enter a detailed description about the item including any notes or handling instructions.

    Choose the Localize button to enter the description in the multiple languages of the locales you may have configured.

    Note: All locale configuration should be completed before attempting to enter an extended item description.