Setting up lot matrix items

Note: It is recommended that you set up suppliers before you enter a large number of items.

1. Click Merchandising.
2. Click Items.
3. To add a new item, click New.
4. Select Lot Matrix Item and click OK.
5. In the Lot Matrix Lookup Code field, type the UPC code or a unique lookup code for the lot matrix item.
6. In the Description field, type the name or description of the lot matrix item.

7. Under Data Operations, click Add.

8. Select one of the following:

  • Select an existing item to add: Select this option to add items that already exist in the database.

  • Create a new item to add: Select this option to launch the New Item Wizard and add a new item to the database.

9. Click OK.
10. If you chose Select an existing item to add:
a. (Optional) Click a column heading, click in the Find field, and enter a search term for the item.
b. Double-click the item, or select the item you want to add and click OK.

11. If you chose Create a new item to add:
a. On the Welcome screen of the New Item Wizard, click Next.
b. From the Type drop-down, select Standard.
c. For Lookup Code, enter the item's UPC or a unique item lookup code.
d. Enter a unique Description for the item.
e. Enter the initial on hand Quantity for the item.
f. Enter a Price and Cost for the item.
g. Select a Department, Category, and Supplier.
h. (Optional) Enter the Bin Location, if applicable.
i. Select the Bar Code type.
j. Select the default Item Tax.
k. Click Next.
l. Click Finish.
m. A confirmation message displays. Click Yes to continue.
12. Continue adding items until all required items are included in the lot matrix item.

13. Click Save And Close.