Select the Add/Edit Item button or click the Purchased Items tab and select a category and click the Add New button in the lower frame
The Add/Edit window opens
Click the Add New Item button
A Vendor Description is required, all other fields are optional
New items may also be entered directly into the order form, when saving the order, enter a description and quantity >0 and you will be given the opportunity to save the item, with the information entered into the order form, more details may be added to the item in the Add/Edit window
Insert a row without entering a quantity or enter a quantity of 0 and it will be saved as an information only row, not as an item row
The Charge To Account, by default is Misc, use the drop down list Account Charged to set the default account (this may be changed on the order form)
Click the Vendor button to select a Vendor, if left blank you will be prompted to choose a Vendor when saving the Item
Quantity, will be the default quantity displayed on the purchase order and may be changed at order time
The Part Number is limited to 20 characters
Price, will only accept numeric values
Unit will only accept abbreviation values that have been pre-entered, click the Unit button
to Add/Edit and select the unit
If an incorrect Unit is typed in, you will receive an error message and the box will be cleared
Last Change indicates the last time inventory or this item has changed
On Hand is the quantity in inventory, use the Inventory button, to adjust inventory
Reorder @, entering a quantity here and setting Tracked to Yes will enable auto ordering. When selecting the vendor for items with these settings, if On Hand is below Reorder, the item will be loaded into the order automatically
In House Description, by default is the same as Vendor Description, enter a user friendly name to help in locating the item at order time
Storage
Wattage, Construction, Type Leads, Strap, Voltage, Amps are fields that may be renamed
Diameter, Width, Length are static fields and can not be renamed
Tax Status, set the status to 'Yes' and tax will be displayed for this item on the order
Pictures may be added using the Picture button
Change Item Category, select the item and click this button to move the item to a different category
Item Notes, are for internal use and will not be printed on the order
Search for an item using Navigation - Search on the top Menu