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Home > Items
Add Items / Maintain Items
To add an individual item to your item master, to edit an item or to view and item, select > Items from the main menu. Select > New to add a new item. You will now be directed to the Add Items screen.
See table below image for detailed field information.
 Note: Fields marked with an asterisk (*) below are required fields.
| Field Name |
Data Input |
| *Mfg |
Select the manufacturer from the dropdown list. |
| *Part Number |
Enter the items part number you wish to add. |
| Mfg Part Number |
Enter the mfg part number if different from your part number. Leave blank if the same. |
| Item/Note |
Select from the dropdown whether this is an item or a note. |
| Series |
Enter the series if you want this item to be included in a series of items. Leave blank otherwise. |
| *Item Description |
Enter the item's description up to 500 characters. |
| *Item Category |
Select from the dropdown the category you wish to add this item to. |
| *Item Price Type |
Select from the dropdown the Item's Pricing Type. |
| Weight |
Enter the item's weight |
| List Price |
Enter the item's list price. |
| Surcharge |
Enter the item's surcharge if any, otherwise leave blank. |
| *Unit of Measure |
Automatically defaults to EA (Each) |
| UPC Code |
Enter the item's UPC code. |
| Spec Sheet |
Enter the item's full url specification link. See Validate Hyperlinks below |
| Spec Sheet Name |
Enter a name for the item's specification sheet if desired. |
| Info Sheet |
Enter the item's full url information link. |
| Info Sheet Name |
Enter a name for the item's information sheet if desired. |
| Notes |
Enter item notes if any. |
| Footnotes |
Enter item's footnotes if any. You may select a valid footnote from the Fn link to the right. |
| Freight Class |
Enter the item's freight class if applicable |
When finished entering the item's information, select > Save to continue.
At this time you may add additional information to the item such as it's competitive counterpart.
To add a competitive item to this newly added item select > Add from the Competitive Items section.
Validate Item Hyperlinks
To assure the specification and information links have been added correctly, click the "Validate Links" button. You will be presented with a message indicating if the link is valid.
See also
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