Item Setup

Overview

The Items (Item Setup) screen is used to configure the library of items pulled from to create Product Code Assemblies (WBS) for estimating in CV. Items contain information such as accounting Categories, General Ledger Codes, and costs.

Accessing the Item Setup Screen

Navigation to Accounting > Inventory > Item Setup through the main menu (Figure 1).

Figure 1

Using the Item Setup Screen

The Items (Item Setup) screen (Figure 2) is where you can edit, add, and view Items that are later selected to create Product Code Assemblies (WBS).

Figure 2

Add an Item

To add a new item to the Items screen:

1. Click the Add New button (green box in Figure 2). The Items Add / Edit screen (Figure 3) will appear.
2. Select an Accounting category (required).
3. Enter a code (required).
4. Enter a description (required).
5. Extra miscellaneous field to use if needed.
6. Enter the Universal Product Code.
7. Enter how much of the item is wasted.
8. Select a unit of measure (required).
9. Enter a part number.
10. Enter the weight.
11. You can change any of the items on the Costs table. See Understanding the Item Table below.
12. To add the item and migrate to the edit screen of the newly added item click the Save button (green box in Figure 3). To add the item and migrate back to the main Items screen click the Save & Close button (red box in Figure 3).

Figure 3

Understanding the Item's Table

The bottom of the Items Add/Edit screen has a table that assigns cost details and GL Codes to an item.

Edit an Item

To edit an item from the Items screen (Figure 2):

1. Click the Edit icon (yellow box in Figure 2) beside the item to edit.
2. Update any input values.
3. Click the Save button (green box in Figure 3) to save changes or Save & Close button (red box in Figure 3) to save changes and return to the previous screen.

Delete an Item

To edit an item from the Items screen (Figure 2):

1. Click the Delete icon(red box in Figure 2) beside the item to delete.
2. Click the OK button in the dialogue box that appears to confirm deletion of the record.

Note: If an item is being used in CV, the Delete icon will be greyed out and the item cannot be deleted.

Sorting Items

Figure 4

** The currently selected heading to sort by will have the sort by icon next to it ()

1. Click any of the headings (orange boxes in Figure 4) to sort the table by that headings category.
2. Click the same heading again to change the sort by function to be descending instead of the default ascending.

Filtering Items

Figure 5

** searching and clearing the filter leaves the current screen, so ensure you have saved all changes you wish to keep before completing one of these actions.

1. Click the Filter button (purple box in Figure 4) to open the filter menu (Figure 5) to search for specific results.
2. You can enter, change, and select any of the inputs/items to obtain specific results or fewer.
3. To clear/reset a current filter, click the Clear button (red box in Figure 5).
4. To re-generate the table using the filter, click the Search button (green box in Figure 5).
5. To close/hide the filter, click the Filter button again (purple box in Figure 5).