R2 Core

Items

Content was last updated in 06.24.02-00

Revision History

  Version No.

  Reference No.

  Changes

  06.24.02-00

R2-21689

Added table showing “How Owned, Total and Locked Qty of Items are affected”.

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Introduction to Items feature

This window allows you to create an item by providing all the required details including manufacturer of the product and pricing information and many more.

image-20240228-064212.png
Figure 1.0: Item edit window
  1. General Information

  2. Quantity

  3. Manufacturer

  4. Allow

  5. Pricing Information

  6. Groups

  7. GL Accounts

  8. Carnet

  9. Additional Actions

General information

This section contains the basic details of the item like product id, description etc.,

Field

Description

Product ID

The Product ID is automatically inserted based on the IDS defined for items, which can be edited if necessary. This is a mandatory field to save the item. However, you can also provide unique ID if required.

You can also add 'Additional Product ID' by clicking the importable button. Want to know more on Additional Product ID?

Description

Provide the unique description for the item

Type

To select either the item is 'Serial' or 'Non-Serial' type.

  • Serial: Serialized items are tracked at the asset level. Their Product IDs will have Asset IDs assigned to them as the individual units received into inventory. Orders will then be filled by Asset ID.

Assigning Asset IDs allows R2 to track individual units in addition to tracking items at the Product ID level. To view Assets already assigned to the selected Product ID, click the Assets button.

  • Non-Serial: Non-Serialized or Quantity items are only tracked at the Product ID level

Active

The selection of the checkbox decides if this item is Active or Inactive and if it can be used on Orders. For more information, click here.

Keywords

You can enter a value here which can be used while searching items.

Long Description

To provide a long description for the item. This description can be displayed in prints using the long description CID.

Sub Category

The sub-category to which the item belongs will be displayed here.

Matrix pricing

If the item has Matrix Pricing applied, then the details mentioned in the Matrix Grid will get applied.

Attributes