Table of Contents

Article editor

Items are the basis of your business, the goods or services you trade. Each product must be registered as an item.

Items manage the information needed to purchase, store, deliver, and bill items.

An item is a SKU (Stock Keeping Unit). The item is uniquely identified by the item number. The master data describes the article properties and defines the criteria for inventory management.

An item can be structured as a parent item with underlying child elements in BOMs.

If you purchase the same item from more than one supplier, you can enter the identification (barcode, item number) for each supplier.

In the article editor you can see all the master data of the article.

Create article

You can create articles in the article editor. The article editor, like each editor, is divided into several index cards and sections to form thematic focal points. In addition to recording the general basic information that can be found on the General Map, other information such as stock settings and replenishment control, dangerous goods information and parts lists, as well as external information can be recorded. The cards Block, Inventory, Stock Movements and Status are used to trace processes.

General

On this map you can see the most important information at a glance.

  • In the article no. provide the unique number of the item. In the Barcodes section, you can store additional identification numbers for this article.

  • Enter the Responsible Department here to set the access permission for this article. Articles use the master data filter.

Tip

Master Data Filter: You can see the master data of the department to which you are logged in and all those that are on the direct path to the top.

See also Master Data Filter

  • Enter additional information such as description, item group, product group, and country of manufacture. You can also store an image that is displayed, for example, when picking to identify the item.

  • In the Prices & Taxes section, you define the value of the goods, purchase and sales price.

  • In the Barcodes section, enter additional identification numbers for this item. For each additional barcode, you determine whether it is to be understood from the point of view of the manufacturer, customer, supplier, etc.

  • Under Inventory Management, define the system unit and whether the item is inventory-managed or not.

Note

System Unit: The system unit e.g. Pieces, Kilograms, etc. determines the unit in which the stock of the item is kept. The system unit is always the smallest unit in which the item can be traded or stored. You can specify additional packaging units in the article editor. These are always multiples of the system units and have additional information such as gross and net weight, dimensions, stacking factor and determine whether they are to be used for incoming or outgoing goods.

  • Special properties such as refrigerated goods, dangerous goods, fragile, etc. are defined in the Properties field.

For more information about the fields of the article, see Article Fields.

Stock Settings

On this card, you can record work instructions and handling instructions for various process steps in the warehouse. In the Process Requirements area, you define which item properties must be taken into account for which process step. For example, you can define that the batch must always be recorded and the serial number only at the goods issue.

-Serial number -Batch

  • Best before date (BBD) -Expiration date
  • Variant codes
Warning

changes to these settings will result in far-reaching changes to your warehouse processes. To ensure that your business processes run smoothly, coordinate this approach with your project manager!

In the Order Variance area, you define how you want to deal with over- or under-deliveries. For each order type, specify the maximum overdelivery or underdelivery quantity as a percentage or in absolute terms.

Warning

Your changes will not be saved until you click the Save action in the action bar below the editor. If you leave the editor without saving, your changes will be lost!

Dangerous goods

If an item needs to be evaluated as dangerous goods, you can enter the required dangerous goods information in the Dangerous Goods tab card.

Procedure:

  1. In the Dangerous Goods section, enter the number of dangerous goods packages, the mass in liters or kilograms, the European waste code, the emergency telephone number and other characteristics.

  2. To the right of Number and Mass, select the Convention from the drop-down after the classification is to be made (e.g.: ADR, IATA, IMDG). After that, the hazardous substance must be entered in the lookup field to the right of it. It is possible to search by UN number or designation. For a hazardous substance that is not listed by name in the list of dangerous goods, the exact name of the substance must also be entered in the field "Additional text for NAG".

  3. Click the Create action.

You will now see a new line below the input fields with the details of the dangerous goods item. If you want to remove the position, click on the action Delete record.

BOM

Define item sets in the BOM tab. In doing so, you define which components this article consists of.

There are two options:

  1. BOM: The article consists of other components that are also listed as articles. Select the other items needed for the main item and their quantity.

  2. Dynamic Colli: One piece of the item is custom-made for customers and comes with a dynamic number of Colli. Here, the stock is posted at the last colli and further collis are recorded with 1/x additionally.

Quality Assurance

In Quality Assurance, you define the required check steps in the course of the goods takeover.

Lock

In the Lock tab, you can block stocks with certain properties for various warehouse processes.

Procedure for blocking a batch:

  1. In the action bar above the blacklist, click the Add action.
  2. Enter the batch number in the Charge field.
  3. Now enable exceptions that are allowed despite the lock. e.g.: Stock transfer allowed.
  4. In the action bar at the bottom left, click the Save action

All item stocks with the previously entered batch are now blocked for all processes except for stock transfer.

If you want to unlock, click the action Delete record, and then click the Save action.

Storage strategies

Warehouse strategies define the material flow for incoming and outgoing goods. Define the previously defined storage strategy for each goods flow direction and warehouse.

Translations

In the Translations tab, you can enter the translations for the name and the description of the article for each language.

Stock

On the Inventory tab, you can see the current stock of the item clearly grouped.

In the overview view, you can see the stock per warehouse in the first list and the inventory per storage bin in the second list. Each list shows the following quantity fields:

  • Inventory quantity
  • At picking places
  • In order picking -Reserved -Locked
  • Blocked on picking sites -Available

If you want to see more details, click on the action bar on the right above the first list on the Show details. You can now see the list for each storage bin and Collo with information about which goods receipt or issue order was used to create or reduce the inventory.

Stock movements

On the Warehouse Movements tab, you can see all the posting lines that have led to stock changes for the item. The view can be switched between detail view and overview and offers a data export in addition to the standard actions for lists.

See also:

Status

You can manage status information related to the item on the Status tab. Here you can see all changes made to the article master.

See also