How to create Item

Posted2025-01-31

Updated2025-03-06

Byadmin

Step 1: Access the Item Information Menu

Expand the Master menu on the left-hand side and click on Item to open the Item Management section.

Step 2: Open the Add New Form

Click on the Add New (+) button located at the top-right corner of the Item Management screen to open the Item Information form.

Step 3: Fill in the Item Details

Tab 1: Information

Information Data

Item Code : Enter a unique code for the item, such as “ITEM001”. Ensure it is easy to reference.
Item Name: Input the item’s name in English, e.g., “Steel Bolt”. Make sure the name clearly describes the item.
Item Name (Thai): Enter the name in Thai (optional), e.g., “สลักเหล็ก”.
Short Name: Provide an abbreviated name for quick reference, e.g., “Bolt”.
Model: Specify the model of the item, e.g., “M123”.
Stock Control: Check the box if stock control is required for this item.
Lot Control: Check the box if the item requires lot tracking.
Item Type: Select the item type from the dropdown list, e.g., “Raw Material” or “Finished Goods”.
Item Condition: Choose the condition of the item, e.g., “New” or “Used”.
Incoterm: Select the relevant incoterm for the item, e.g., “FOB” or “CIF”.
Major Category: Choose the main category for the item, e.g., “Electronics”.
Sub Category: Select a sub-category if applicable.
TAX: Specify the tax type for the item, e.g., “VAT 7%”.
Grade: Select the item’s grade if necessary, e.g., “A” or “B”.
Item Picture: Click the image box to upload a picture of the item (optional).

Tab 2: Unit

Unit Data

Click the Add New (+) button in the Unit Convert section to open the Conversion Information form.
Fill in the fields in the Conversion Information form:
- From Rate: Enter the numeric value representing the base unit rate (e.g., “100”).
- From Unit: Select the base unit from the dropdown list (e.g., “CM”).
- To Rate: Enter the numeric value representing the converted unit rate (e.g., “1”).
- To Unit: Select the target unit from the dropdown list (e.g., “M”).
Click the OK button to save the conversion.
Configure Default Units
In the Unit Settings section, select the applicable units for each module:
- Inventory: Check the box for the unit to be used in inventory tracking.
- Stock: Select the unit to be used in stock-related operations.
- Sales: Choose the unit to appear in sales-related processes.
- Purchase: Specify the unit for purchasing transactions.
- BOM (Bill of Materials): Set the unit for use in BOM-related operations.

Tab 3: Product Detail

Product Detail Data

Pack Type: Select the packaging type for the product from the dropdown menu (e.g., “Box”, “Bag”).
Control Shelf Life Date: Check this box if the product requires shelf-life control.
- Start Shelf Life Date: Specify the start date for the shelf life (if applicable).
- Shelf Life: Enter the duration of the shelf life in numbers (e.g., “365”).
- Shelf Life Unit: Select the unit for the shelf life duration (e.g., “Days”, “Months”).
Width, Length, Height: Enter the product dimensions in centimeters (cm) for each field.
Standard Weight: Specify the standard weight of the product and select the weight unit (e.g., “KGS” for kilograms).
Additional Product Options
- Outsource: Check this box if the product involves outsourcing during production.
- Semi Alert: Check this box if the product requires semi-finished alerts.
- Steel: Check this box if the product is categorized as steel material.
- Temporary BOM: Check this box if the product uses a temporary Bill of Materials (BOM).
- Stop Item: Check this box if the item is no longer active or available.

Tab 4: Purchase

Purchase Data

Purchase Type: Select the type of purchase from the dropdown menu (e.g., “Local”, “Import”).
Purchase Lead Time: Enter the lead time in days required to procure the item.
Min Receive: Enter the minimum percentage of the order quantity that can be received (e.g., “90%”).
Max Receive: Enter the maximum percentage of the order quantity that can be received (e.g., “110%”).
Min MOQ (Minimum Order Quantity): Specify the minimum quantity that can be ordered.
Max MOQ (Maximum Order Quantity): Specify the maximum quantity that can be ordered.
MOQ Unit: Select the unit for the MOQ (e.g., “Pieces”, “KGS”).
Max Inventory Holding (Days): Enter the maximum number of days the inventory can be held.
Need QC (Receive): Check this box if the item requires quality control upon receiving.
Stop Purchase: Check this box if the item is no longer available for purchase.
Remark: Add any notes or remarks about the purchase process.
Required Document: Specify any required documents for the purchase process.
Warning Stop Purchase: Check this box to enable warning messages when the item reaches the stop purchase status.
- Warning Remark Date: Specify the date for the warning message.
- Warning Remark: Add notes or details related to the warning message.

Tab 5: Production

Production Data

Order Location: Select the location where production orders are created.
Store Location: Select the location where the produced item will be stored.
Consumption: Choose the consumption method for the item from the dropdown menu (e.g., “No”, “Manual”, “Auto (FIFO)”).
Replenish Type: Select the replenishment method. (e.g., “No”, “Yes (One to One Lot)”, “Yes (One to One Order)”)
Min Safety Stock: Enter the minimum safety stock level for the item.
Max Safety Stock: Enter the maximum safety stock level for the item.
Safety Stock Unit: Choose the unit for the safety stock (e.g., “Pieces”, “KG”).
Min Plan Lot Size: Specify the minimum lot size for production planning.
Max Plan Lot Size: Specify the maximum lot size for production planning.
Plan Lot Size Unit: Select the unit for the lot size (e.g., “Pieces”, “KG”).
MOS (Months of Supply): Enter the months of supply to plan for production.
Maximum Storage: Specify the maximum storage capacity for the item.
Allergy: Check this box if the item requires special handling due to allergies.
Need QC (Work Result): Check this box if the item requires quality control checks after production.
Confirm Issue: Check this box to enable issue confirmation for the item.

Tab 6: Production Line

Production Line Data

Click the Add New (+) button in the Production Lines section.
In the new row that appears:
- Line Code: Select the production line code from the dropdown list (e.g., “PL001”).
- Line Name: The system will automatically populate the line name based on the selected line code.
- Default: Mark the checkbox if this production line is the default for the item.

Tab 7: Sales

Sales Data

Invoice (Manual): Check this box if the item allows for manual invoice creation during sales.
Remark: Add any notes or comments related to the sales process for this item.

Tab 8: Package

Package Data

Click the Add New (+) button in the Package section.
In the Package Information form:
- Package: Select the package from the dropdown menu (e.g., “Box”, “Bag”).
Click the OK button to save the selected package.

Tab 9: Equivalent

Equivalent Data

Click the Add New (+) button in the Equivalent section.
In the new row that appears:
- Item Code: Select the equivalent item code from the dropdown menu.
- Item Name: The system will automatically populate the item name based on the selected item code.
- Planning: Select the planning method for the equivalent item if applicable.

Tab 10: Customer Mapping

Customer Mapping Data

Click the Add New (+) button in the Customer Mapping section.
In the Customer Mapping Information form, fill in the following fields:
- Customer: Select the customer from the dropdown menu.
- Customer Item Code: Enter the item code as recognized by the selected customer.
- Customer Expire Date: Specify the expiration date for the customer’s mapping (if applicable).
- Cust. Expire Date Unit: Select the unit for the expiration date (e.g., Days, Months).
- Stop Item: Check this box if the item is no longer available for this customer.
Click the OK button to save the mapping.

Tab 11: Supplier Mapping

Supplier Mapping Data

Click the Add New (+) button in the Supplier Mapping section.
In the new row that appears:
- Supplier: Select the supplier from the dropdown menu.
- Supplier Item Code: Enter the item code as recognized by the selected supplier.

Tab 12: Grade Group

Grade Group Data

Click the Add New (+) button in the Grade Group section.
In the new row that appears:
- Item Code: Select the item code from the dropdown menu.
- Item Name: The system will automatically populate the item name based on the selected item code.

Tab 13: Account

Account Data

Purchase Account Code: Select the appropriate account code from the dropdown menu for purchases related to this item.
Sales Account Code: Select the appropriate account code from the dropdown menu for sales related to this item.

Step 4: Save the Item

Once all required fields are completed, click the Save button in the top-right corner of the form to create the new item record.

Step 5: Verify the Item

The newly added item will appear in the Item Management list. You can confirm it by searching for the Item Code or Item Name.

Category	Description
Company	Used to set up customer company information, including company name, address, tax ID, and other relevant business details.
Division	Used to define different divisions within the company, such as Sales, Production, and Finance, to structure the organization and manage access control.
Position	Used to manage employee job positions within the organization, such as Manager, Supervisor, and Staff, which may affect document approval workflows.
Cost Center	Used to define cost centers to allocate expenses by department, project, or function, ensuring accurate budgeting and cost analysis.
Responsible	Used to assign responsible personnel for specific processes or modules, such as accounting, purchasing, or production. It may be linked to approval workflows.
Working Calendar	Used to set up the company’s working schedule, including working days, working hours, shifts, and holidays.
Non-Working	Used to specify non-working days, such as public holidays, company holidays, or special leave days, ensuring accurate workday calculations.
Currency	Used to set up currencies used in the system, such as THB (Baht), USD (US Dollar), and EUR (Euro), along with related exchange rates.
Exchange Rate	Used to import or update exchange rates from sources like the Bank of Thailand (BOT) through Excel file import or API integration.
TAX	Used to configure tax-related settings, such as withholding tax rates, tax rules, and compliance with business tax regulations.
VAT	Used to define VAT (Value Added Tax) calculations, including VAT rates (e.g., 7%), VAT exemptions, and tax breakdowns.
BOI	Used to set up tax and investment privileges from the Board of Investment (BOI), including corporate tax exemptions and import duty reductions.
Additional Charge	Used to define additional charges such as shipping fees, insurance costs, bank fees, or any extra costs associated with orders.
Item Condition	Used to classify item conditions, such as new, used, defective, or repackaged items, which may affect pricing or quality control.
Item Type	Used to categorize items into groups such as raw materials, finished goods, semi-finished goods, or service items.
Location Type	Used to define types of storage locations, such as the main warehouse, secondary warehouse, receiving area, or distribution center.
Order Type	Used to define different types of orders, such as Job Order (work orders), Purchase Order (orders from suppliers), Remark (orders with special conditions or notes), and Delivery Order (orders for product delivery). Not Sure!!
Running No.	Used to configure automatic document numbering, such as invoice numbers, purchase order numbers, and tax invoice numbers, based on predefined formats.
Running Lot No.	Used to generate lot numbers for products, enabling efficient tracking of items through production and inventory management.
Approve Route	Used to configure document approval workflows, such as purchase order approvals, quotation approvals, and other approval processes.
Mail	Used to configure email notifications for system alert users, such as order confirmations, approval status updates, or inventory alerts.
Screen Label	Used to define labels for system screens, such as renaming buttons, field names, or customizing language settings.
Class List	Used to classify data types such as product categories, customer types, supplier categories, or cost groups for better data organization.
System Config	Used to configure system settings such as date formats, currency units, security policies, and general system behavior. Not Sure!!
Password Policy	Used to manage password policies, including minimum length, complexity requirements and security compliance.
User Group	Used to define user roles, such as Admin, General User, Accounting, or Sales, with different access rights to system modules. It also allows managing permissions for viewing, adding, editing, deleting, printing, and performing special actions on specific screens within the system.
User	Used to manage user accounts, including creating new users, assigning roles, resetting passwords, and disabling inactive accounts.

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