Create a template item

If an item template is set up, any items added to inventory will inherit the characteristics of the template automatically. Changes can then be made to the item as usual.

1. At the EMMS main menu, click the Inventory Items button. The Inventory for Warehouse display screen appears.
2. Click Add . The Add Item Detail enter screen appears.
3. Type in 15 asterisks (*) for the Item Number and click Enter . The Item Master Template add screen appears.
4. Fill in the fields as required.

   Allow Substitute- if checked, another item can be used in place of this one if this one is not available. The other items are defined through the Substitute Items option.

   Expense Itemidentifies whether the item is expense or stocked.

   GST Categorydefines the amount of federal tax that is charged on the item. You can click on the Prompt button to select the tax category from a list.

   Hazardous Materialis the hazardous material category the item belongs to. It is optional. You can click on the Prompt button to select the category from a list.

   Item Categoryidentifies the kind of item this is. Separating items into categories allows the parts manager to automatically charge different expense accounts for use of parts. It is also used to separate parts into groups for purchasing; a purchase agent can be set up to purchase items only within specific categories of inventory. Note that cores have their own category. You can click on the Prompt button to select the category from a list.

   Item Manufactureris the company that makes the item. You can click on the Prompt button to select the manufacturer from a list.

   Item Type Codeidentifies whether the item is purchased, manufactured, or core. You can click on the Prompt button to select the type from a list.

   Manufacturer Item #is the number used by the manufacturer of the part to identify it. If you enter 15 asterisks (*) in the template, this will default to the part number when creating the part.

   Product Categoryis a second level of grouping items within item categories for restriction of purchase agent authority. It may help to identify which department performs maintenance on the part. You can click on the Prompt button to select the product category from a list.

   PST Exemptidentifies whether or not this item is exempt from provincial or state sales tax.

   Purchase UOMis the units of measure used to purchase the item from the vendor; i.e. the vendor's unit of measure for the item. You can click on the Prompt button to select the unit of measure from a list.

   Rebuildableis no longer used.

   Replenishment Methodidentifies whether re-orders of the item are based on minimum/maximum values, on economic order quantity (EOQ), or if it is an expense item. You can click on the Prompt button to select the method from a list.

   Serialized- if checked, serial numbers for the item will be tracked in the system. This means Enrich will require serial numbers to be entered whenever the item is received in stock, transferred, counted, or used on a work order.

   Stocking UOMis the units used to measure the item in the stock room. You can click on the Prompt button to select the unit of measure from a list.

   Track Multiple Locations- if checked, the item will have more than one location (row/shelf/bin) in the warehouse.

   Warranty Codeis the warranty that applies to the item. It is optional. You can click on the Prompt button to select the warranty from a list.

5. Click Enter to save the template item.

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