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  • SKU/Item Code (is stock keeping unit) is also search code.  Use this field to Useful things to know#Searching in the system for an Article you are looking for.
    • Note changing SKU/Item Codes can only be done by persons with the Secure Feature of "Can Maintain Article Details" when it has a qualifier >0
  • Name is commonly displayed as well as SKU in the system
  • Description
  • Category is used in a number of areas in the system and is setup in Article Categories where you can see all the items that belong to a particular category.
    • Purchasing
    • Portal
    • Webstore
  • Quantity Unit is the base unit of measure
    • each
    • bulk/pack (allows product weight per pack to vary)
    • Pack - is made up of components
    • Other - eg dual units of measure (meats, cheese etc) or lengths (wood, metal etc)
  • Quality Level

Stock Settings

  • On Hand is the current total quantity of the item in stock in this entity - have a look at Article#Stock Tab for details across warehouses / Franchises
  • Available stock is stock after all current orders, move orders, etc in the system
  • On Sales order is the current quantity that has been committed in the system but have not yet been shipped. To be included the order must be committed
  • Storage requirement will limit the stock locations available to those that comply with the storage requirement
  • ETA is expected date for next arrival of a purchase order (see also Audit > PO tab)
  • Barcode is an alphanumeric field to store the barcode definition
    • There is the ability to add as many barcodes as you want per product
    • There is a global barcode management feature - populate all the barcodes you have purchased then gradually consume them as you assign them to products
  • Serial Mode
    • Generated on sale
    • Aquired on sale
    • Generated on Receipt or manufacture
    • Aquired on Recept or manufacture
  • Replenishment quantity is default quantity for replenishment of pickface

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  • no = not an Assembly
  • JIT = Just in time
    • The item is never stocked
    • It can be purchased - so the Kit can be purchased from a supplier however it will explode on receipt into the components.  So a PO line for K1234 when receipted may result in picking 10 Product A and 10 Product B to put into stock
    • It can be sold - the sales order is for K1234 but the pick list will be for 10 Product A and 10 Product B - ie the pick will pick the BOM items not the SKU
  • Stock = Normally held in stock. 
    • Can also be assembled from components. 
    • Will not be JIT picked - ie must be made up in advance of any pick
  • KIT = Normally not stocked however Finished kits can be stocked
    • Kits can be either
      • Fixed Bill of Materials (with alternate items for items not always in stock)
        • Can build a number of assembled items directly from the Assembled product tab if enough components exist (Journals may be created which may affect the average cost of the kit).  The Calc button will show expected cost of an assembly before it is built.
      • Variable bill of materials (some items optional) - see Managing Configurable Products - Setups explained
  • Recipe = Manufactured Items with a batch size produced from the components
    • The key difference with a KIT is that the recipe is not rigid with the required amounts but is more of an expected amount and can scale up and down easily
    • Recipes may also allow material substitutions during manufacturing - ie instead of raw cashew nuts use roasted cashew nuts
  • Pack = SKU's that may also be broken down into components for orders
    • ie a carton of 10 items may be purchased, stocked and sold predominantly in the carton of 10 as 1 carton
    • however if only 2 are sold the system will auto break a carton into 10 components and pick 2 from the resulting 10

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