Inventory items can be added using any one of the following methods.

 

1.Click the Add Item button.

2. Click the Copy Item button. This is useful if you need to add another similar item because most of the key item information will be automatically entered from the currently loaded item.

3.Enter the desired new item number in the Item Number field.

4.Press the Tab key. A Confirm message box will display "No entry has been found for Item #NEWITEM. Would you like to add a new item?"

5.Click the Yes button to add the new item to the inventory file.

 

Setting Up a Case Item

Set up your case item as you would any other item with the exception of the following:

 

1. The Unit of Measure field must be set to CASE.

 

2. The Pieces per Case field must be set to the smallest number of portions in the case.

 

•If you are breaking the case into pounds, set this to 1. You must also enter the master cases total weight in the Constant Weight field.

•If you are breaking the case into pieces, set this to the total number of pieces in the case.

•If you are breaking the case into quarters, set this to 4.

•If you are breaking the case in half, set this to 2.

 

3. The Case Item Number is left blank (no value).

 

4. The Piece Item Number must be set to the smallest portion in the case.

 

•If you are breaking the case into pounds, set this to the LB. item number.

•If you are breaking the case into pieces, set this to the PC. item number.

•If you are breaking the case into quarters, set this to the QRTR item number.

•If you are breaking the case in half, set this to the HALF item number.

 

We suggest updating the cost/price system to work in conjunction with how IFM and Invoicing allows for case breaking.