Add item

Best practice

At the EMMS main menu, click the Inventory Items button.
- The Inventory for Warehouse display screen appears.
Click the All Warehouses button.
Type your part number in the first item search field and click Enter .
If your part is on the screen:
1. Right-click on the part and select Action List.
  - The Item Actions screen appears.
2. Click Stocking Information.
  - The Warehouse/Item Information display screen appears.
3. If your warehouse number is there, the part is already in your warehouse.
4. If your warehouse is not on the list:
  1. Click Add .
    - The Select Warehouse screen appears.
  2. Right-click on your warehouse and choose Select.
    - The Edit Stocking Information change screen appears.
  3. Fill in the fieldsfields as required.
    Average Cost is the average amount that was paid for the parts currently in stock. Once a purchase history has been established for the item, Enrich will calculate this. For a new item, an initial unit cost should be entered.
    
    Bin is the bin on the shelf where the item will be stocked. You can click on the Prompt button to select the bin from a list.
    
    Cycle Count Code identifies whether the inventory count on the item is performed annually, semiannually, quarterly, monthly, weekly, or daily. You can click on the Prompt button to select the cycle count from a list.
    
    Date of Last Count is the date the last cycle count was taken for the part. Once a history is established, this field will be maintained by Enrich.
    
    Date of Next Count is the date on which the next inventory count should be performed on the part.
    
    Default Item Lead Time is the number of days it takes to fill an order for the part. It is optional.
    
    Estimated Annual Usage is the number of units of the item that are expected to be used in a year. This is not required for a replenishment method of minimum/maximum.
    
    Include When Printing Bar Codes identifies at the warehouse/item level whether the item should be included when printing bar code labels from PO receipts and from a range of bins.
    
    Item Freeze Flag identifies at the warehouse/item level whether the item is frozen on issue, frozen on purchase, frozen on both, not frozen, or discontinued. If the item has one of the freeze values defined at the warehouse level, this will override whatever is at the master level. If the warehouse doesn't have a freeze value defined, the value at the item master level will be used. You can click on the Prompt button to select the freeze flag from a list.
    
    Maximum Quantity is the maximum number of units of the part allowed in stock. The units ordered on a purchase order plus the units available in stock cannot exceed this number. It is optional.
    
    Minimum Quantity is the minimum number of units of the part that are allowed in stock before the part must be re-ordered. It is optional.
    
    Override Vendor is the vendor used for the product at the specified warehouse if different from the default vendor. It is optional. You can click on the Prompt button to select the vendor from a list.
    
    Perform Auto Min/Max Updates identifies at the warehouse/item level whether or not the part should be included when generating a batch of automatic min/max updates.
    
    Replenishment Method identifies how the item is maintained. You can click on the Prompt button to select the method from a list. If the item master is expense, the expense (P) option will be defaulted. Valid values are:
    - Non-stocked. The part is considered a non-stocked part for the warehouse. You will not be able to modify any fields except override vendor and the item usage type field.
    - Minimum/maximum. The part is stocked in inventory at the warehouse.
    - EOQ. The part is stocked in inventory at the warehouse.
    - Expense. The part is an expensed part for the warehouse.
    Row is the row in the specified warehouse where the item will be stocked. You can click on the Prompt button to select the row from a list.
    
    Safety Stock Quantity is the number of units of the item that are required to allow for emergencies. This is not required for a replenishment method of minimum/maximum.
    
    Shelf is the shelf in the row where the item will be stocked. You can click on the Prompt button to select the shelf from a list.
    
    Zero Minimum Allowed identifies whether or not the minimum number of units in stock is allowed to reach zero.
  4. Click Enter to save the item in the warehouse.
  5. Click Exit twice to return to the Inventory for Warehouse display screen.
If your part is not on the screen:
1. Click Add .
  - The Add Item Detail enter screen appears.
2. Type in your new Item Number.
3. Click Enter .
  - The Item Master Information add screen appears.
4. Fill in the fieldsfields 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.
  
  Alternate Part # is a different number that can be used to identify the part. It is optional. If used, you can set your initial part search to start with this value.
  
  Core Part # identifies the core part, if applicable. If you enter a part number for the core that doesn't currently exist, an item master record is created for it that is linked to the parent. If the parent doesn't have a default vendor, you will get a message that it should. When you add the default vendor, you will be taken to the Warehouse/Item Information screen for the newly added core part. If you exit the screen without adding a warehouse for the core part, you will get the message "Warning: Core Part has no default warehouse assigned." If you ignore the warning and continue, the core will get added to the parent default warehouse when placed on a work order. You can click on the Prompt button to select the core part from a list.
  
  Default Vendor is the company the item is normally purchased from. You can click on the Prompt button to select the vendor from a list.
  
  Description is the name of the part. The format of the name should be consistent so it will be easier to find (e.g. noun first, followed by an adjective describing the part: Lamp, Dome), and it should include as much detail as possible.
  
  Expense Item identifies whether this item is expense or stocked.
  
  GST Category defines the amount of federal tax that is charged on this item. You can click on the Prompt button to select the tax category from a list.
  
  Hazardous Material is the category of hazardous material this item belongs to. It is optional. You can click on the Prompt button to select the hazardous material category from a list.
  
  Item Category identifies 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 authorized to purchase only certain categories of inventory. Note that cores have their own category. You can click on the Prompt button to select the item category from a list.
  
  Item Freeze Flag identifies whether the item is frozen on issue, frozen on purchase, frozen on both, not frozen, or discontinued. This lets you freeze the issue of a part, or freeze the purchase. You can click on the Prompt button to select the freeze flag from a list.
  
  Item Manufacturer is the company that makes the item. You can click on the Prompt button to select the manufacturer from a list.
  
  Item Type Code identifies whether the item is purchased, manufactured, or core. You can click on the Prompt button to select the item type from a list.
  
  Manufacturer Item # is the number used by the manufacturer of the part to identify it. It is optional.
  
  Measurement Device identifies what kind of measurements are tracked on the part, if any; e.g. days in service, brake pad thickness, tire groove height, etc. You can click on the Prompt button to select the metric from a list.
  
  Min/Max Qty - the first field is the minimum number of units of the item allowed in stock before an order must be issued. The second field is the maximum number of units of the item allowed in stock; the units ordered on a purchase order plus the units available in stock cannot exceed this number. They are optional.
  
  Multiple Location - if checked, the item will have more than one location (row/shelf/bin) in the warehouse.
  
  Override Vendor is the vendor used for the part at your warehouse, if different from the Default Vendor. You can click on the Prompt button to select the vendor from a list.
  
  Primary Location Row/Shelf/Bin is the first row, shelf, and bin the item is stocked in at the your warehouse. You can click on the Prompt button to select the row, shelf, and bin from a list.
  
  Product Category is a second level of grouping items within item categories for restriction of purchase agent authority. It may also 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 Exempt identifies whether or not this item is exempt from provincial or state sales tax.
  
  Purchase UOM is the unit 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.
  
  Rebuildable is no longer used.
  
  Replenishment Method identifies whether re-orders of the item are based on minimum/maximum values or economic order quantity (EOQ), or if it is an expense item. You can click on the Prompt button to select the replenishment method from a list.
  
  Replenishment Method identifies whether re-orders of the item at your warehouse are based on minimum/maximum values or economic order quantity (EOQ), or if it is an expense item. You can click on the Prompt button to select the replenishment 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 UOM identifies 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.
  
  UOM is the unit of measure used for the measurement device, e.g. days, inches, millimeters, etc. You can click on the Prompt button to select the unit of measure from a list.
  
  VMRS is the 3-part Vehicle Maintenance Reporting Standard code identifying the part, if applicable. It consists of the system code, assembly code, and part code. It can be useful to enter the system level part of the code to prevent incorrect entry of a part on work orders. You can click on the Prompt button to select the VMRS from a list.
  
  Warranty is a specific warranty that applies to the part. It is optional. You can click on the Prompt button to select the warranty from a list.
5. Click Enter to save the part.
  - It will be added to the system and to your warehouse.

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