Setup Item Master (Setup Item Multiple Pack/Sizes)

Setup Items Multiple Packs/Sizes : Introduction To Setup Items Multiple Packs / Sizes.

TopPreviousNext

Setup Multiple Packs / Sizes : This form enables the user to create,modify or delete the items. † † † † † †

SetupItemsMultiplePacksSizes

How To Select Items

In order to allocate items under tree check the Item box > Item Selection dialog box appears > select the required items and click Ok.Click Refresh button or press Alt+R in order to refresh the tree.

Note : The Tree can be set to automatically Refreshed this option is available in the Configuration.Click the Configuration button or press Alt+f > check the Automatically Refresh Items box and click ok. † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † † SetupItemsMultiplePacksSizes_AutoRefresh

Filter Tree

The Item tree can be filtered on the basis of the Item Name.Enter the first character or number of the item in the text box > click Refresh button or press Alt+R > the items with the entered first character or number can be displayed under the tree.For example : if the entered number is 7(as shown in above figure) then the all the items having 7 as prefix can be displayed.

SetupItemsMultiplePacksSizes_Filter

Sort On

In the Tree items can be viewed in four sorted ways :

i) Sorted By Item Name

ii) Sorted By Group+Item

iii) Sorted By Comp+Item

iv) Sorted By Shade+Item

Item Name : Select the option from the Sort On frame and click on Refresh button or press Alt+R (The tree may be Automatically Refreshed if the option is checked in the Configuration).The tree displayed the items by the Item Names.

SetupItemsMultiplePacksSizes_ItemName

Group+Item : If this option is selected then the items are sorted by their Groups under which they are allocated.Select the option from the Sort On frame and click on Refresh button or press Alt+R (The tree may be Automatically Refreshed if the option is checked in the Configuration).

SetupItemsMultiplePacksSizes_Gp+Item

Comp+Item : If this option is selected then the items are sorted by their Company Names under which they are allocated.Select the option from the Sort On frame and click on Refresh button or press Alt+R (The tree may be Automatically Refreshed if the option is checked in the Configuration).

SetupItemsMultiplePacksSizes_Comp+Item

Shade+Item : If this option is selected then the items are sorted by their Shades.For example : All the items with 1011color code can be displayed under 1011shade.Select the option from the Sort On frame and click on Refresh button or press Alt+R (The tree may be Automatically Refreshed if the option is checked in the Configuration).

SetupItemsMultiplePacksSizes_Shade+Item

How To Create A New Item

In order to create a new item click on New Item button or press Alt+W.To create a new item following are the details related to an item :

Header Details :

The Header Details tab consist of the basic details related to an item like Item Name,item description,company name shade name etc.For header details click the tab or press Alt+H.The Header detail is shown below :

SetupItemsMultiplePacksSizes_HeaderDetail

?

Item Name : Enter the Item Name manually,it is a mandatory column can't be left blank.The Item Name consist of three parts

?

Item Description (Alt+I) : In order to enter the item description click the button or press Alt+I > Item Description dialog box appears > enter the description in the text area and click ok or press Alt+O.It is an optional column.

?

Image : If user want to link the picture with Item then click on the Image button > Item Image dialog box appears > select the style from the list and provide the path of the picture > click ok or press Alt+O.It is an optional column.

SetupItemsMultiplePacksSizes_Image

?

Company Name : Select the Company Name from the list.It is an optional column.

?

Godown Name : Select the Godown Name from the list.It is an optional column.

?

Shade Name : To select the shade for the item press the space bar > Shade Search List dialog box appears > select the required shade and press enter.It is an optional column

?

Group10 : Group name is assigned only when you want to append the Group Short Name to the Item Name.For this check the box available in the configuration.Click the Configuration button or press Alt+F > check the append Group10 short name to Item Name and click Ok or press Alt+O.

SetupItemsMultiplePacksSizes_Gp10

?

Size Diff (Rs) : It is the difference in the rates according to the size of the Items.

?

Perishable Item : Perishable items are the items having the Expiry Date.If the Item is perishable then check the box else remains unchecked.

?

Finished/Raw : Select the type from the list.It is an optional column.

?

Taxes For Sale : Assign the sale tax for the Item from the list.It is an optional column.

?

Taxes For Purchase : Assign the purchase tax for the Item from the list.It is an optional column.

Group Details

In this section the item is assigned to the group.There are total 9 groups,select any one group from these groups under which you want to allocate the item.Select the Group press the space bar > Item Group Search List dialog box appears,select the group name and press Enter.

setupitemsmultiplepackssizes_groupdetail.zoom75

Click To Expand

?

HS Code : It is the Harmonious Serial number of the item.To assign HS code press the space bar > Harmonious Search list dialog box > select the required code and press Enter.It is an optional column.

Pack/Size Details

In this section the pack and size details are provided to the item.For this click the Pack/Sizes tab or press Alt+K.

SetupItemsMultiplePacksSizes_PackSizes

?

Pack Name : To assign the pack name to the item press the space bar > Pack/Search List dialog box appears > select the pack from the existing packs or user can also crate a new pack > press Enter.User can not assign Item Code if the Pack Name is not assigned

?

Do Not Print Bar Code :If you want to print the barcode of the Item then check the box else remained unchecked.This can also be done in the Configuration.Click the Configuration button or press Alt+F check the Do not Print The Bar Code as shown below :SetupItemsMultiplePacksSizes_BarCode

?

Item Code : Item code can be generated in various formats.An item Code consist of three parts Prefix,Middle and Post Fix.To get the formats click the Configuration button or press Alt+ F.

SetupItemsMultiplePacksSizes_ItemCode

How To Set Pre-Fix For Codes : Select the type of prefixes for codes from the list.There are six types of prefixes :-

1.

User Define : User can define the prefix according to the requirements.

2.

Company Short Name : Company Short Name appears as the prefix of the Item Code.

3.

Group Short Name : Group Short Name appears as the prefix of the Item Code.

4.

Company S.Name+1 : It is a auto generated Item Code. Company Short Name appears as the prefix of the every Item Code with an automatic increment by one to next Item code.

5.

EAN -13 : It is an International Bar Code Standard of PF-7 Characters.If select this as prefix then define any seven characters code in the text box.

6.

EAN Pre-Fix+1 : It is a auto generated Item Code.EAN-13 appears as the prefix of the every Item Code with †an automatic increment by one to next Item code.

How To Set Middle Item Codes : The Middle item code can be defined in three ways :-

1.

User Define : User can defined the middle name according to the requirements.

2.

Some Characters Of Item : Enter the number of characters of the item name you want to see as Item Middle Code.

3.

Prompt For Item Code Middle : If †this box is checked then user can able to edit the middle code manually.

How To Set Post-Fix Item Code : The Post Item Code can be defined in two ways :-

1.

User Define : User can define the code according to the requirements.

2.

Pack Short Name : Select the option from the list then pack short name appears as the post item code.

Note : If the Item Code box is checked then user can able to edit only the middle code.

?

Additional (Addl) Item Code : Enter the Additional item codes if required.The additional item code column can belocked to enter additional item code.To lock the column click the Configuration button or press Alt+F > click on Column Locks button > check the Additional IT code box and click on Save button or press Alt+S.It ia an optional column.

?

Item Rates (Alt+R) : This tab contains the different rates related to the item as shown in the figure.These are the optional values can be left blank.By default Zero value is assigned to the rates.

SetupItemsMultiplePacksSizes_ItemRates

?

Conversion (Conv) Factor : Conversion Factor is a kind of scale to define the group of items.

For example : 1 Dozen=12 items

SetupItemsMultiplePacksSizes_ConvFactor

?

Order Levels : Three types of order level are defined under this tab :-

Minimum (Min) Level :The minimum number of units that mist be ordered.

Reorder (R O) Level : The number of items that can be reordered.

Maximum (Max) Level : The maximum number of units that can be ordered.Order of items can't exceed the Max Limit.

SetupItemsMultiplePacksSizes_OrderLvl

?

Purchase Defaults(Alt+E) : This tab contains the different types of the taxes,discount,margin etc.Must mention the Days To Expiry if the item is Perishable.

SetupItemsMultiplePacksSizes_PurDefault

?

Sale Defaults(Alt+U) : This tab contains the information of discounts related to the Sale of the item.

SetupItemsMultiplePacksSizes_SaleDefault

?

Pack Info : This tab contains the information of the different dimensions of the pack.For example : length,weight,thickness etc.This tab contains three Extra options whose names can be changed by the user by double clicking the option.

SetupItemsMultiplePacksSizes_PackInfo

After entering all the detail related to the item click on Save button or press Alt+S to save the new item.

How To Modify The Existing Items

Select the item from the tree which you want to modify.The details related to the item is displayed in the three tabs.Make the necessary changes and click the Save button or press Alt+S in order to save the modifications made by user.

How To Delete The Items

In order to delete the item click the Delete Item button > Item selection form dialog box appears > select the required items and click ok > Delete Confirmation dialog box appears click Yes > Confirm dialog box appears asking to delete the items permanently > click Yes to delete the items permanently.

How To Hide/Un Hide Items

?

Hide : In order to hide the items click the button or press Alt+H > Confirm dialog box appears click Yes in order to hide the items and all its Sizes > Item Selection dialog box appears select the items which you want to hide and click Ok or press Alt+O > Hide Confirmation dialog box appears click Yes in order to Hide the selected items.

?

Un-Hide : In order to Un-hide the items click the button > Confirm dialog box appears click Yes in order to Un-hide the items and all its Sizes > Item Selection dialog box appears select the items which you want to Un-hide and click Ok or press Alt+O > Hide Confirmation dialog box appears click Yes in order to Un-hide the selected items.

How To Set Conversion Factors For Multiple Items

If you want to define the Conversion Factor for multiple items click the button > Set Conversion Factors dialog box appears > to select the items check the Select Items box > Item Selection dialog appears select the required items and click Ok or press Alt+O > define the conversion factors and other entries and click Save button or press Alt+S .Click close or press Alt+C to exit.

SetupItemsMultiplePacksSizes_MultiConvFact

?

Update 0 C.F.'s : Click the button or press Alt+U in order to update the records with zero conversion factor.If the Conversion factor is Zero then it will generate the errors in Billing,reports etc.

?

Change Lot/Item Rates : Used to change the Lot or Items Rates.Click the button > Change Lot/Item Rates dialog box appears > make the necessary selections and click Save button or press Alt+S.Click close or press Alt+C to exit.

How To Set Configuration

Used to set the various kinds of configuration.Click the button or press Alt+F > Item Entry Configuration dialog box appears.

SetupItemsMultiplePacksSizes_Configuration

?

Column Locks : Used to lock the columns.Click the button > Setup Items(Column Locks) dialog box appears > check the column which you want to lock and click Save button or press Alt+S

SetupItemsMultiplePacksSizes_ColumnLocks

?

Item Code : The following options are used to define the Item Code.An Item Code consist of three parts :

SetupItemsMultiplePacksSizes_ItemCode

How To Set Pre-Fix For Codes : Select the type of prefixes for codes from the list.There are six types of prefixes :-

User Define : User can define the prefix according to the requirements.

Company Short Name : Company Short Name appears as the prefix of the Item Code.

Group Short Name : Group Short Name appears as the prefix of the Item Code.

Company S.Name+1 : It is a auto generated Item Code. Company Short Name appears as the prefix of the every Item Code with an automatic increment by one to next Item code.

EAN -13 : It is an International Bar Code Standard of PF-7 Characters.If select this as prefix then define any seven characters code in the text box.

EAN Pre-Fix+1 : It is a auto generated Item Code.EAN-13 appears as the prefix of the every Item Code with †an automatic increment by one to next Item code.

How To Set Middle Item Codes : The Middle item code can be defined in three ways :-

User Define : User can defined the middle name according to the requirements.

Some Characters Of Item : Enter the number of characters of the item name you want to see as Item Middle Code.

Prompt For Item Code Middle : If †this box is checked then user can able to edit the middle code manually.

How To Set Post-Fix Item Code : The Post Item Code can be defined in two ways :-

User Define : User can define the code according to the requirements.

Pack Short Name : Select the option from the list then pack short name appears as the post item code.

?

Carry Forward Rates : Check the box if you want to see the previous rates in the next record.

?

Carry Forward Purchase Defaults : Check the box if you want to see the previous Purchase Defaults in the next record.

?

Carry Forward Sale Defaults : Check the box if you want to see the previous Sale Defaults in the next record.

?

Do Not Allow Entry W/o Group Selection : Check the box if you don't allow th entries to the selected Groups in Group Details Tab.

Copyright © 2011, LOGIC ERP Solutions Pvt. Ltd.