Creating New Items

To create a new Item manually, follow these steps. Note that when first creating an Item, only the General Information, Categories, and Attributes sections can be edited. In addition, you can upload images when you first save a new Item. Other fields must be edited in the Item details dialog after the the Item has been saved.

  1. In the Inventory accordion menu, select Inventory Manager.
  2. Click the New Item link at the bottom of the Item Summary section. This opens the New Item dialog.
  3. Select an Item Type from the first drop-down list. The other fields presented in the dialog depend on this selection. The following Item types are available:
    • Item Master: An Item available in multiple variations or configurations, where each variation or configuration exists as a separate Child Item. The method for creating individual Child Items differs from the method for other Items and is explained in Creating Child Items.
    • Item: The standard Item type. This is the default selection. When you select this type, a second drop-down list is presented for selecting a sub-type. The available Item sub-types include:
      • Physical: A product that exists as a physical object. This is the default selection.
      • Kit: A virtual construct used to sell a pre-defined set of Physical Items. The sales price of a Kit Item is always the sum of the prices of its component Items. The availability of a Kit Item depends on the availability of its component Items, and when it's sold, the inventory of its component Items is decremented. Kit Item inventory isn't independently tracked.
      • Virtual: This is a legacy Item type that is no longer used.
      • Service:This is a legacy Item type that is no longer used.
      • Assembly:This is a legacy Item type that is no longer used.
    • Group: This is a legacy Item type that is no longer used.
    • Layout: This is a legacy Item type that is no longer used.
  4. Enter a code in the Item Code field. If you have configured Order Management to generate Item Codes automatically, then this field shows a default value generated according to your configuration settings.
  5. All other fields in the General Information section are optional at this time. Note that some fields must be set in order for the Item to behave properly once it becomes active in the system. (For example, if you are mastering Item prices in Order Management, then you should set the prices on each Item record.) General Information Item fields include the following:
    Field Description Type
    Label A name used to reference the Item in the system. Text field
    Order This field relates to legacy functionality and is no longer used. Text field
    UPC The UPC (Universal Product Code) code for the Item. Text field
    EAN The EAN (International Article Number) code for the Item. Text field
    RFID The RFID (Radio Frequency ID) code for the Item. Text field
    Short Title A short (55 characters max.) version of the Item’s display name. Text field
    Long Title (Optional) The full display name of the Item (255 characters max.). Text field
    Description Plain Text A detailed plain text description of the Item (3000 characters max.). Text field
    Description HTML Checking this box shows an HTML version of the Item Description field with various editing controls. Checkbox; when checked shows an HTML editing control
    Keywords A list of terms, separated by spaces, that are seen by the search engine when searching Items. Text field
    SEO Title This field is used for custom integrations. Text field
    SEO Keywords This field is used for custom integrations. Text field
    SEO Description This field is used for custom integrations. Text field
    URL A URL associated with the Item. Text field
    Location A text description of the physical location of the Item in inventory. Text field
    User Tag A user-definable text field that is available through web service calls. Text field
    Price Title A text description of the Item’s price. This field is used for Item Masters where the Child Items have varying prices. (For example, a shirt where the size XXL Child Item has a higher price than the other size Child Items might have “Price varies by size” in this field.) Text field
    Cost Unit cost of the Item. Text field
    Sales Price The regular sales price of the Item. (Not an “on sale” price.) Text field
    MSRP The manufacturer's suggested retail price of the Item. Text field
    Shipping Basis The shipping basis price of the Item. This is used to calculate the shipping price when your system is configured to use the Item shipping basis when calculating the shipping price of an Order. Text field
    Shipping Latency (Days) The number of days taken for the Item to be shipped. Text field
    Track Inventory If this box is checked, inventory levels are tracked for the Item. If it isn't checked, the Item’s quantities aren't tracked and it are always available to be ordered. By default, this box is checked. Checkbox
    Backorderable If this box is checked, then when no inventory is available, the Item is placed into Available (B) status and can still be ordered. By default, this box isn't checked.
    Note: Backorderability is also defined by the Backorder Authorization Type of the item, which isn't directly surfaced in the UI. By default, this value is NULL, which lets unlimited backorders be placed. To change this value and limit backorders by quantity or date, run the Item Back Order Authorization Job.
    Checkbox
    Drop Ship If this box is checked, then the Item is a drop ship Item. When it's ordered, a Purchase Order is generated that must be passed on to the Item’s Vendor. (The Vendor is specified elsewhere in the Item details.) By default, this box isn't checked. Checkbox
    Auto Source This box relates to legacy functionality and is no longer used. Checkbox
    Unique If this box is checked, then only one instance of the Item can exist. An example might be an original artwork or a one-of-a-kind piece of high-end jewelry. By default, this box isn't checked. Checkbox
    Serialized If this box is checked, then each instance of the Item is tracked separately and is assigned a serial number. An example might be a consumer electronics product that requires tracking the serial number for warranty purposes. By default, this box isn't checked. Checkbox
    Separate Ship If this box is checked, then the Item must be shipped separately from other Items in the same Order. By default, this box isn't checked. Checkbox
    Taxable If this box is checked, then sales tax is charged for the Item. Be default, this box is checked. Checkbox
    Min This field is reserved for future use. Text field
    Max This field is reserved for future use. Text field
    Weight The unit weight of the Item in pounds. Text field
    Length The unit length of the Item in inches. Text field
    Width The unit width of the Item in inches. Text field
    Height The unit height of the Item in inches. Text field
    Unit The manner in which the Item is sold. Options include the following:
    • Box
    • Case
    • Cassette
    • Crate
    • Each (this is the default selection)
    • Pack
    Drop-down list
    Items/ Unit Specifies the number of actual pieces included in a single sales unit when the Unit is something other than Each. The default value is 1. Text field
    Items/ Shipping Unit Specifies the number of actual pieces that are shipped as a single shipping unit when the Item is ordered. The default value is 1. Text field
    Shipping Units Specifies how an item is to be shipped. The default value is 1. Text field
  6. Add the Item to one or more Categories in the Select Category section as follows:
    1. Click Add.
    2. Select the root Category link. The next level of Categories in the hierarchy appears.
    3. Select the next Subcategory link. The next level of Categories in the hierarchy appears.
    4. Repeat steps 2 and 3 until you select an end-node Category. That Category is added to the list.
    5. To add the Item to another Category, repeat the steps.
  7. The Adjust Attributes section shows any Item Attributes that have been marked as Autocreate in the Object Manager. You can define values for them here. Clicking the trash can icon for an Attribute removes it from this Item.
  8. To add product images, click Save & Upload Pics. This opens the Upload Images dialog. Any images uploaded here are automatically attached to the Item.
    1. Each Item can have up to four linked images: Main, Secondary, Mark, and Swatch. If only one image is linked, then it must be the Main image. An Item can only have one Main image, but can have any number of Secondary, Mark, and Swatch images. Select a Main image in one of the following two ways:
      • To upload an image file, click Choose File and browse to the desired file. To resize the uploaded image, select a value from the Scale drop-down list (the default value is 100%). Click Upload to upload the image.
      • To attach an image file that has already been uploaded to the Order Management system, enter its ID in the Image ID field and click Attach.
    2. Attach any additional images in the same way. The following additional fields are available once the Main image has been attached:
      • Type: Select Secondary, Mark, or Swatch.
      • Lock To Main: (Uploaded images only) Resizes the image to match one or both dimensions of the Main image. The choices are as follows:
        • Default: The image isn't resized to match the Main image. This is the default selection.
        • Auto: The image is resized to match the size of the Main image as closely as possible.
        • Vertical: The image is resized to match the vertical dimension of the Main image.
        • Horizontal: The image is resized to match the horizontal dimension of the Main image.
    3. Click Finished. This saves the new Item and opens the Item details dialog.
  9. To save the new Item without uploading any images, click Save. This opens the Item details dialog.
  10. Edit fields in the Item details dialog as described in Editing Items.