Items

Description

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)

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

Features

Create New Item

Selecting the “+ Create Item” button in the upper right-hand corner of the item display opens New Item side panel and includes the following:

• General Info
  • Product Name / Description
  • Manufacturer
  • Manufacturer Item #
  • Brand Equivalent
  • Groups (multi-select dropdown)
  • Ecommerce Visibility (dropdown)
  • Active (checkbox)
  • Primary Company (required; dropdown)
  • Companies (required; multi-select dropdown)
  • Warehouses (multi-select dropdown)
• Details
  • Size
  • Unit of Measure
  • Strength
  • Case Size
• Pricing
  • Target Price
  • Minimum Price
  • Acquisition Cost
  • Sell Cost
  • Average Cost
  • Average Wholesale Price
• Quantity
  • Quantity on Hand
  • Quantity on Order
  • Quantity on Backorder
  • Daily Limit
  • Per Order Limit
  • Short Date (checkbox)
• Special Handling
  • Hazmat (checkbox)
  • Refrigerated (checkbox)
• Dimensions
  • Weight (ounces)
  • Height (inches)
  • Length (inches)
  • Width (inches)

To submit the new item, click the “Save” button at the bottom of the new item form.

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The New Item form can be customizable based upon business needs.

Items Sub-Pages List

1. Item Health Card
2. Item Detail
3. Client History
4. Competitive Prices
5. Groups
6. Saved Prices