Introduction to Items

Items are part of your master records. Information about items will be used when completing many different processes in the system. This document will show you all the required fields on the item card when using the different modules of the system.

Cards are a place in the system where you can find details about a specific item, customer, vendor, and more. This document will give a brief explanation of all the fields on the item cards and the area of the system where that field may be required.

The modules are:

· CUL - Cultivation

· RET – Retail

· MFG – Manufacturing

· DIS – Distribution

· FIN – Finance

· CRM – Customer Resource Management

Navigate to the Item List and Create a New Item

Search for Items and select the appropriate option from the menu or select the Items option from the top of your role center.
To add a new item, select + New in the ribbon.
To view the details on your item card, select the item you’d like to view or edit, select the vertical ellipses, and select Edit.
Fill in all the important fields on the item card.

Important fields by FastTab:

This area gives you a breakdown of all the fields you will find on the item card. You’ll see an X in the areas next to fields that are required for that module.

Item

Item	Description of Field	CUL	RET	MFG	DIS	FIN	CRM

Item	Description of Field	CUL	RET	MFG	DIS	FIN
No.	Item number	X	X	X	X	X
Description	Description of the item.	X	X	X	X	X
Integrate with State	Check the box if the item is tracked by a state tracking system.	X	X	X
Allowance Value	The value of the item if the vendor is giving the purchaser a credit on the account because something is wrong with the order.
Requires RX Reference	Item cannot be sold without RX.		X
Inventory Type	Indicates Biotrack inventory type; only mandatory if using Biotrack.	X
Item Type	Indicates the type of the inventory item: plant, chemical pesticide, biological pesticide, fertilizer, sticker, sleeve, or label	X
Genus Code	The genus code for the item, if applicable.	X
Main Item Group	This field is used for sorting the item list. A main item group usually indicates the plant strain or type of raw material. Items marked as main item groups will appear bold on an item list. Main Item Groups can be used for any item Type. However, if the Item Type is set to PLANT the Main Item Group will be limited to those with the same Genus Code as what it set on the Item Card. For items that have an Item Type of PLANT Genus Code must be populated BEFORE Main Item Group. Setting the Main Item Group before the Genus Code may cause the Main Item Group to be overwritten.	X
Description 2	Indicates a secondary description for the item.
Plant Type	Indicated what type of plant the item is: purchase, sales, main group, purchase/sales, planning, selection	X	X	X
Blocked	If checked, the item is blocked from use.
Inactive Sales Item	If checked, the item cannot be used on a sales order or invoice.
Type	Specifies if the item card represents a physical item (inventory) or a service (Service).
Base Unit of Measure	Specifies the unit in which the item is held in inventory.	X	X	X	X	X
Last Date Modified	Indicates the last date the item card was modified.
GTIN	Specifies the item in connection with electronic document sending and receiving.
State Integration UOM	The unit of measure used for state integration.
Strain Code	The strain code for the item.	X
Active for Retail	If checked, the item can be used in retail transactions.		X
Item	Description of Field	CUL	RET	MFG	DIS	FIN

Inventory

Inventory	Description of Field	CUL	RET	MFG	DIS	FIN	CRM

Inventory	Description of Field	CUL
Assembly BOM	Indicates if this is an assembly BOM.
Shelf No.	Specifies where to find the item in the warehouse.
Created From Nonstock Item	Specifies if the item was created from a non-stock item.
Item Category Code	Specifies the category the item belongs to and is used for reporting.	X
Service Item Group	Contains the code of the service item group the item belongs to.
Search Description	Specifies the search description.
Quantity on Hand	Specifies how many units of the item are in inventory.
Qty. on Purch. Order	Shows how many units of the item are inbound on purchase orders, meaning listed on outstanding purchase order lines.
Qty. on Prod. Order	Shows how many units of the item are allocated to production orders, meaning listed on outstanding production order lines.
Qty. on Component Lines	Shows how many units of the item are allocated as production order components, meaning listed under outstanding production order lines.
Qty. on Sales Order	Shows how many units of the item are allocated to sales orders, meaning listed on outstanding sales order lines.
Qty. on Service Order	Shows how many units of the item item are allocated to service orders, meaning listed on the outstanding service order lines.
Qty. on Job Order	Shows how many units of the item are allocated to jobs, meaning listed on outstanding job planning lines.
Qty. on Assembly Order	Shows how many units of the item are allocated to assembly orders, which is how many are listed on outstanding assembly order headers.
Qty. on Asm. Component	Shows how many units of the item are allocated as assembly components, which means how many are listed on outstanding assembly order lines.
Qty. in Production	Shows how many units of the item are allocated on outstanding job activity scheme lines.
Stockout Warning	Specifies if a warning is displayed when you enter a qty on a sales document that brings the item's inventory below zero.
Prevent Negative Inventory	Specifies if you can post a transaction that will bring the item's inventory below zero.
Local Registration No.	Indicated the registration number of the item.

BC Items

Introduction to Items

Navigate to the Item List and Create a New Item

Important fields by FastTab:

Item

Inventory