Sales Items Create
The Sales Items create functionality allows users with the Item Create permission to initiate a new item creation request. Each item record must include essential product details that help identify, categorize, and manage the item across various business processes such as inventory, sales, and purchasing.
Overview
Users with Item Create permission can create an item creation request, save as draft or send it.
Fields
- Name: The name of the item or product.
- Code: An identification code assigned to the item.
- Manufacturer Name: The name of the company or manufacturer that produces the item.
- Manufacturer Code: A code provided by the manufacturer to identify the product.
- Batch or Serial: Radio buttons allow the user to specify whether the item is tracked by Batch (for groups of products with the same production run) or Serial (for individually tracked items).
- Inventory: A checkbox indicating if the item is part of the company's inventory.
- Sales: A checkbox indicating if the item is available for sale. If checked, the item can be listed in sales transactions.
- Purchase: A checkbox indicating if the item is available for purchase.
- Default UoM: Specifies the default unit of measurement for the item.
- Description: A brief text description of the item, highlighting its key features and use.
After the item creation, the request will be sent to an approver and/or reviewer, which are set in the workflow of the module.
Once the item creation request is approved, the item becomes active and available to all users for inventory management, sales, and purchasing processes.
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