Setting up standard items

A unique code for the item. This is usually the UPC item code.

Note: You can set up Store Manager to automatically generate item lookup codes. Refer to Generating automatic item lookup codes for more information.

Note: Define the field label using Setup | Miscellaneous | Custom fields | Item tab. Select the Show previously defined SubDecription option from File | Configuration | Store rules | Item to change this from a text field to a drop-down list populated with previously-defined Sub Descriptions for the item.

• Standard: The item does not have special attributes.
• Serialized: The item is associated with a unique serial number, which Store Manager uses to track purchases.
• Kit: The item is a kit that contains other items that are in the store database. These items are bundled together and sold as one item.
• Gasoline: The item quantity is recalculated when a new extended price is entered.
• Weighed: The item must be weighed to determine its sale price. The weight can be entered manually or using an electronic scale connected to the register. If you select this option, you can also assign a tare weight to the item on the Tare Weights tab.
• Non-Inventory: The item is not tracked, e.g., shipping charges, labor hours.
• Voucher: The item is a gift certificate or gift card sold by the store.

Note: Define departments using Setup | Merchandising | Departments.

Note: Define categories using Setup | Merchandising | Categories.

The local tax to apply to this item.

Note: If you have enabled POS to apply tax on a per customer basis in the Tax Schedule Basis section under File | Configuration | Sales Tax, and you are shipping the item to the customer, POS will apply the local tax at the destination instead of the tax selected in this field.

The minimum quantity of the item that you would like to have on hand. If you set a Reorder Point and Restock Level, you can select Order items based on re-order information when you create a purchase order requisition and RMH will automatically calculate the quantity to order to bring the on hand quantity of the item back up to the specified Restock Level.

For example, if you set the Reorder Point at 6 and the Restock Level at 24, and the on hand quantity drops to 4, if you create a purchase order requisition based on re-order information, RMH will automatically order 20 of the item to bring the on hand quantity up to the desired Restock Level of 24.

The threshold for reordering the item. If you set a Reorder Point for an item and the on hand quantity of the item reaches (or falls below) that point, you can select Order items based on re-order information when you create a purchase order requisition and RMH will automatically add the item to the purchase order. RMH will also automatically calculate the quantity to order if you set the Restock Level.

Note: Define the schedule using Setup | Merchandising | Schedules.

Note: Define the discount scheme under Setup | Merchandising | Discounts.

Note: Define the discount scheme under Setup | Merchandising | Discounts.

Note: Define the sales representative’s commission schedule using Setup | People & Security | Sales Representative.

If this item is sold with a tag along item, click the Browse icon and search for the lookup code of the tag along item.

Note: Refer to Understanding tag along items and Setting up tag along items for more information.

The lookup code of the parent item (e.g., a case of bottled water) that contains a specific quantity of this item (e.g., a bottle of water), which can also be sold as a single item.

Note: Refer to Understanding parent-child inventory control and Setting up parent-child relationships between items for more information.

Note: Set up item messages using Setup | Merchandising | Item Messages.

Note: Set up food stamps as a tender type using Setup | Financial | Tender Types.

Select this option, along with the Prevent sale of inactive items store rule (available under File | Configuration | Store rules | POS Options), if you want to prevent all sales of this item in POS.

If you select this option but you do not select the Prevent sale of inactive items store rule, the item can still be sold in POS as an individual item, or as part of a matrix, lot matrix, or assembly item.

Making an item inactive does not prevent ordering. If you want to prevent ordering, set the on hand quantity to zero (or a positive number) on the General tab, set both the Reorder Point and Restock Level to zero on the Inventory tab, and select Do not order on the Purchase tab.

Note: Making an item inactive is the recommended approach. If you delete an item, it can break relationships in the database and cause problems with generating reports.

Select this option if you want to prevent the item from being sold.

Select this option if you want to prevent the item from being returned.

Select this option if you want to be able to reload the voucher. This is particularly useful for gift cards.

Note: This option is only available in Central Manager. You must select the Global option to activate this option.

Select this option if you want vouchers to be redeemable at any of the stores managed by Central Manager. If this option is not selected, vouchers can only be redeemed in the store where they were sold.

Note: This option is only available in Central Manager.

Select the voucher tender type. All vouchers much be linked to a tender type so they can be redeemed at point-of-sale.

Note: Define tender types in Setup | Financial | Tender Types.

Select this option if you want to display quantities in whole numbers only, e.g., 8 instead of 8.5. In stores that only sell whole units, this can make quantities easier to read. Do not select this option if the store sells weighed items or items that sell in partial quantities, e.g., 6.5 yards of fabric.