F. Item
- Bart Rogacewicz
To get to the Item File screen, click on File -> F. Item.
The Item File stores item information for your store inventory. The main screen will allow you to search for specific items simply by starting to type a search string in the "Item" field, or alternatively by picking a Supplier in the drop-down box. You can narrow the report down by Department, Category or Group by selecting the appropriate information in the respective drop-down boxes. To edit any item from the search results simply click the corresponding line. To add a new item, click the "Add Item" radio button.
While the only required fields when entering a new item are Long and Short Description, it is HIGHLY recommended to be as thorough when adding new items as possible.
SKU : Enter the SKU for the item. This is typically the barcode.
Active : Indicate if the item is active and available to be used in sales transactions.
Long Description : Enter a long description for the item.
Short Description : Enter a short description for the item.
Manufacturer Name : Enter the manufacturer's name for the item.
Buy as Case : Indicate if buying this item as case.
Sell as Case : Indicate if you'd like the ability to sell this item as case.
Unit Acq Cost : Enter the item's acquisition cost.
Unit in Case : Enter how many units in a case if purchasing as case.
Cost/Case : This field automatically calculates cost per case based on information previously entered.
PSE Grams per Box : Indicate Ephedrine/Pseudoephedrine content per box. This only applies to PSE items.
Regular Price : Enter the regular price for the item. This is typically the retail price.
Discount : Enter an amount here if you'd like this item to be discounted. NOTE: This is the amount to be discounted and NOT the final discount amount for the item.
Gross Profit (%) : This field will display a gross percentage of a profit on this item.
Tax Rate : Choose a tax rate for the item. To define Tax Rates, refer to the Store Setup section.
County/City Tax : Choose the County/City tax if applicable. You can define Tax Codes in the Item Tax Code file.
Discountable Item : Indicate if you'd like this item to be discountable on the main sales screen with the discount buttons/functions.
Deposit Amount : This feature is currently in development stage.
Use Scanned Price : Indicate if you'd like to always use the price as defined in the Regular Price segment when the item is scanned. If you'd like to enter the price manually every time, choose "NO". This is particularly useful for items that share a general name, but do not have a defined price per individual item.
Can Override Price : Indicate if you'd like to allow the price to be over written on the main sales screen for this item.
Block EDI Price Updates : Indicate if you'd like to block any EDI price updates from suppliers for this item.
Accept Food Stamps : Indicate if you'd like this item to be flagged as Food Stamp eligible and therefore offer the option to use a Food Stamps Card as a tender option.
Accept Coupons : Indicate if you'd like this item to be flagged as Coupon eligible and therefore offer the option to use a Coupon as a tender option.
FSA Type : Enter the FSA eligibility for the item. Choices are Not FSA Eligible, Healthcare Item or Prescription Item.
Identification Check : Indicate if you require an identification check for this item. Choices are Tobacco, Alcohol, Ephedrine/Pseudoephedrine, General (No Minimum Age) or Dextromethorphan.
Order Base : Choose the price basis for the item. You can choose between the Best Price (BestPOS) or the Primary Vendor.
Department : Choose the department for this item. You can edit departments through the Department File.
Category : Choose the category for this item. You can edit categories through the Category File.
Group : Choose the group for this item. You can edit groups through the Group File.
Location : Choose the location for this item. You can edit locations through the Location File.
Promotion : Indicate if the item is on a promotion. This is a very quick and rudimentary way to add a promotion to specific items. For a full fledged explanation of the promotion feature, refer to the Promotion Articles.
Start Date : Indicate the start date for the promotion.
End Date : Indicate when this promotion will end.
Promo Price : Indicate the promotional price for the time period specified above.
Track Inventory : Indicate whether or not you'd like to track the item's inventory.
Units on Hand : Indicate how many units on hand you currently possess.
Minimum Units on Hand : Indicate the minimum quantity on hand you wish to have for this item
Qty sold since last order : This field displays quantity sold since you last ordered this item and is not editable.
The Supplier section displays supplier info linked to the item. This information might automatically populate if using the EDI feature and a wholesaler has sent information about the item.
SKU # : This field will display the SKU for the item selected, and is used as reference for an easier cross check of items. It is not editable and displays the same SKU as the main Item screen.
Supplier : Choose the supplier for the item. Suppliers can be further defined in the Supplier File.
Vendor Item # : Enter the supplier vendor item. This is the suppliers internal number for this item.
Default Order Qty : Enter the default order quantity you order from the supplier.
Acq Cost : Enter the acquisition cost for the item. This is the price you pay your wholesaler for this item.
Primary Supplier : Indicate if this is the primary supplier for this item.
Last Cost Paid : This field displays the most recent amount paid for the item. It is locked and for display only. This field will only populate when the item is ordered/received through a wholesaler EDI account.
Last Order Date : This field displays the last time an order was placed for the item. It is locked and for display only. This field will only populate when the item is ordered/received through a wholesaler EDI account.
Last Received Date : This field displays the last time an order was received for the item. It is locked and for display only. This field will only populate when the item is ordered/received through a wholesaler EDI account.