Item Details

The Item's Details page, accessible from Stock -> Items -> View an item, shows the information and the configuration of the item.

The Items details page allows to

Jump to:

  1. Item's settings and details.
  2. Setting up new items.
  3. Attaching files.
  4. Showing item attachments in Purchase Order PDFs.
  5. Displaying item icons on PDFs.

Item's settings, details

The following settings and details are available for an item:

  1. Part Number - a unique number to identify the item. Automatically generated by MRPeasy, can be changed. Required;
  2. Copy item - if you wish to copy all the details of an existing item. Available while creating a new item;
  3. This is an inventory item (Yes/No) - choose if this item is tracked in inventory, or not. Defaults to "Yes".
    Non-inventory items can only be used in Purchase Orders and Invoices. Non-inventory items cannot be used in BOMs, Customer Orders, Shipments.
    They aren't visible in Stock -> Inventory.
    This setting cannot be changed after the item is created. Available, if the Non-Inventory Items function is enabled.
  4. Part description - the name or short description of the item. Required;
  5. Product group the product group the item belongs to;
  6. Unit of Measurement - in which units the item is being stored in stock and used in production;
  7. Weight - the weight of the item, optional. Weight can be defined in ounces (oz), pounds (lbs.), grams (g), or kilograms (kg). “Weight” and “Unit of weight” columns can be added to the items list view. Available, if the Packing function is enabled.
  8. Reorder point - the minimal inventory level of the item, when it is needed to make a purchase order or manufacturing order. Recommended setting at least "0".
    If the item's availability falls below the ROP, it will be displayed in the Critical on-hand report. Keep it undefined, if it shouldn't be displayed in the Critical on-hand report.
    When the Professional function Matrix BOM is enabled, it is possible to set separate ROP values for each variation. Changing the ROP value of the stock item updates values of all variations.
  9. This is a procured item (Yes/No) - choose whether the item is procured (or subcontracted), or manufactured in-house. Defaults to "No". A procured item must have Purchase Terms, a manufactured item must have a Bill of Materials, and a Routing.
  10. Serial numbers (Yes/No) - choose whether each piece of this item is tracked by a serial number, or not. Defaults to "No". Available, if the Serial Numbers functionality is enabled.
  11. Shelf life - if the item can expire, set the default shelf life in days for a new batch (a stock lot) of these items. Available, if the Expiry Dates functionality is enabled.
  12. Quality control (Yes/No) - choose whether a batch (a stock lot) of the item is subject to quality control when it arrives in stock, or not. Defaults to "No". Available, if the Quality Control functionality is enabled.
  13. Selling price - you can set the default selling price. Possible to use different pricing per quantity and price lists, if the Tiered Pricing functionality is enabled.
  14. Default storage location - assign the default storage location (e.g. shelf) for the item in every warehouse. This is the location assigned by default to these items when these arrive in stock.
  15. Files - attach any documents, images, drawings, 3D models, instructions, etc. to the item. The files will be accessible from various places in the software, see the Document system.
  16. Parameters - if the item has certain variations or configurations (e.g. various color, packages, configurations), add the parameters which can change. Available if the BOM with Parameters functionality is enabled.
  17. Any user-defined custom fields - the Custom Fields functionality is available from the Professional package.
  18. Variations - the list of all different combinations of parameter values that are allowed for this product. Subsection displayed if the item has saved Parameters. Available if the BOM with Parameters functionality is enabled;
  19. Purchase Terms - the list of vendors and purchasing options, incl. price, lead time, vendor part number, priority, etc. Subsection displayed for procured items ("This is a procured item": Yes) after the new item is saved;
  20. Bills of Materials - the list of parts, materials, and components that are needed to produce the item. Subsection displayed for manufactured and subcontracted items after the new item is saved.
  21. Routingsthe list of equipment and operations for producing the item. Subsection displayed for manufactured items ("This is a procured item: No") after the new item is saved.
  22. Notes - notes can be saved to items.

Creating a new item

It is possible to create a new item:

  • At Stock -> Items, by clicking "+".
  • Or from within any other workflow, at the point when you are choosing an item, e.g. from the Customer Order page, by choosing "Add a new product" from the product choice field.

Jump to:

  1. Set up a procured item.
  2. Set up a manufactured item.
  3. Set up a kit of products, bundle, auto-assembly product.
  4. Set up a kit of parts, phantom (BOM) item.
  5. Set up an item with parameters (Matrix BOM).
  6. Set up a subcontracted item, that is produced by your vendor from your materials.
  7. Set up a non-inventory item.
  8. Copy an existing item, duplicate an item.
  9. Import items from a file.

Set up a procured item

If the item is purchasable from vendors:

  1. Create a new item.
  2. Fill in all item details.
  3. Mark "This is a procured item: Yes".
  4. Save.
  5. Scroll to the "Purchase Terms" section and enter the vendors' purchase terms.

A procured item:

Set up a manufactured item - finished product, sub-assembly

Description of a manufactured product and its relationships

To add a manufactured item:

  1. Create a new item.
  2. Fill in all item details.
  3. Mark "This is a procured item: No".
  4. Save.
  5. Scroll to the "BOM" section and enter its Bill of Materials.
  6. Scroll to the "Routings" section, and enter its routing.

Read also about creating a multi-level BOM.

A manufactured item:

Set up a kit of products, bundle, auto-assembly product

A kit is a bundle of products that are sold together. The kit item has a BOM, but no routing (no operations to complete).

A kit is auto-assembled after a Manufacturing Order is created for it. The MO is automatically finished immediately when all required parts are received to stock. The MO for it will not be a multi-level MO.

To set up a kit of products:

  1. Create a new item.
  2. Fill in all item details.
  3. Mark "This is a procured item: No".
  4. Save.
  5. Scroll to the "BOM" section and add a Bill of Materials, where you list its components.
  6. Do not enter a routing in the "Routings" section.

Selling bundles or kits:

  1. Create a Customer Order.
  2. Book the items for the Customer Order:
    a) If Manufacturing Orders have already been created earlier, book the kits from stock.
    b) If kits are not ready in stock, create Manufacturing Orders.
  3. Kits become ready for shipment when MOs are finished.
  4. Continue with shipping.

Set up a kit of parts, phantom BOM, phantom assembly

A kit of parts may be used for better organizing collections of parts that are used together in manufacturing. The kit item has a BOM, but no routing (no operations to complete).

A kit of parts:

  • Could be pre-assembled to stock with a Manufacturing Order for it. 
    - The MO is automatically finished immediately when all required parts are received to stock.
    - This MO for it will not be a multi-level MO.
  • Or, if it is not made to stock, it is a virtual kit - a phantom BOM - for a better organization of parts in a product.
    - In which case, when it is required in the manufacturing of another product, it will be part of a multi-level Manufacturing Order. 
    - No operations will be required to assemble it.
    - If the kit contains manufactured items, then operations and materials may be included to manufacture these.

To set up a kit of parts:

  1. Create a new item.
  2. Fill in all item details.
  3. Mark "This is a procured item: No".
  4. Save.
  5. Scroll to the "BOM" section and add a Bill of Materials, where you list its components.
  6. Do not enter a routing in the "Routings" section.

Set up a product with parameters, configurations, Matrix BOM

With the Matrix BOM functionality, it is easier to enter families of products so that it is not necessary to enter different BOMs and items for each combination. For example

  • Products with variations, e.g. garments that have variations in size and color.
  • Products with configurations, e.g. electronics which uses a few different parts based on the setup.
  • Products in different packages, e.g. food, ice-cream which is produced in bulk and then packaged into many different standard packages; or fasteners, nails which are produced thousands at a time, but then packaged into different boxes in different quantities.
  • Etc.

See the Matrix BOM documentation, demonstration video, and examples.

Set up a subcontracted item

A subcontracted item is an item that is fully produced by an outside subcontractor from materials that are provided by your company.

To set up a subcontracted item:

  1. Enable the Subcontracting functionality.
  2. Create a new item.
  3. Fill in all item details.
  4. Mark "This is a procured item: Yes".
  5. Save.
  6. Scroll to the "Purchase Terms" section and enter the vendor's (subcontractors) purchase terms. Enter the price of the subcontracting service that you are charged and the lead time.
  7. Scroll to the "BOM" section and add a Bill of Materials, where you list the components that you supply to the vendor.

Read also: 

  1. Ordering products and free issuing materials to subcontractors with a Purchase Order. 
  2. Adding subcontracted operations to a Manufacturing Order.

Set up a non-inventory item

Non-inventory items are items that are not tracked in stock. These can only be used in Purchase Orders and invoices.

  1. Enable the Non-inventory items functionality.
  2. Create a new item.
  3. Mark "This is an inventory item: No".
  4. Fill in all item details.
  5. Save.

Duplicate an item, copy an item

The easiest way to create a similar item to some previous item - for example, a one-off product - is to copy the original and modify it.

For duplicating an existing item with all its details, incl. Purchase Terms, Bills of Materials, and Routings:

  1. Create a new item. 
  2. Choose the item you wish to duplicate in the "Copy item" field.
  3. Edit the item details.
  4. Save.
  5. Edit the Purchase Terms, Bills of Materials, or Routings.
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