Items
The Items page lists all of the items that the user’s company can sell/has in their inventory.
At the top of the items display area is the search and sort area, with a search bar, a filter for active/inactive items, a filter for in-stock items, a filter for on order items, and a filter for short date items.
You can also enter expiration start date and end date to filter for only items within that date range.
There’s also a dropdown to sort items with the following constraints:
- Relevance (will show the most relevant records to user’s keywords)
- Description
- Price (low to high, high to low)
- Date Added (new to old, old to new)
- Profitability (low to high, high to low)
- Quantity on Hand (low to high, high to low)
- Quantity on Order (low to high, high to low)
- Soonest Expiration Date (new to old, old to new)
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Items List
To remove filters and sorts, click the “Reset” button in the search and sort area.
The display data for the individual items includes:
- Generic, Brand, Manufacturer
- Item # (from ERP system)
- Size, Strength
- Target Price, Minimum Price
- Quantity On Hand, Soonest Expiration Date
- Quantity On Order, Soonest Arrival Date
- Profitability Percentage
Clicking on the “Create New Item” button in the upper right-hand corner of the item display area brings up the new item form.
The new item form allows for entering details (required info marked with asterisk) including:
- General Info
- Product Name / Description
- Manufacturer
- Brand Equivalent
- Groups (select from dropdown menu)
- Ecommerce Visibility (select from dropdown menu)
- Active (checkbox, yes or no)
- Details
- Size
- Unit of Measure
- Strength
- Case Size
- Pricing
- Target Price
- Minimum Price
- Acquisition Cost
- Sell Cost
- Average Wholesale Price
- Quantity
- Quantity on Hand
- Quantity on Order
- Short Date (checkbox, yes or no)
- Special Handling
- Hazmat (checkbox, yes or no)
- Refrigerated (checkbox, yes or no)
- Dimensions
- Weight (ounces)
- Height (inches)
- Length (inches)
- Width (inches)
To submit the new item, click the “Submit” button at the bottom of the new item form.
Updated 7 days ago