Create an item

Define a part, material, or finished good so it can be sold, bought, made, or stocked.

An item is the most basic record in Workcell. Everything else, a BOM, a routing, a sales order line, a purchase order line, a work order, points back to an item. Before you can sell, buy, make, or stock something, it has to exist here.

Create the item

  1. Go to Engineering > Items and select New item.
  2. Give it a name and an optional SKU. Add a description if it helps the people downstream pick the right part.
  3. Choose the source: Make if you build it, Buy if you purchase it.
  4. Choose the type: Raw, WIP, Finished, Service, or Consumable.
  5. Set the unit of measure (each, kg, ft, and so on). This is the unit every quantity for this item is counted in.
  6. Save. The item is now usable everywhere in Workcell.

Fill in the details that matter downstream

You do not have to set everything at once, but these fields drive other modules:

  1. Tracking flags decide how inventory follows the item: track inventory, track lots, track serials, and inspection required.
  2. Costing and pricing: standard cost is what Accounting values it at, list price is the default sell price.
  3. Stocking rules: safety stock, reorder point, reorder quantity, and lead time feed planning.
  4. Purchasing: set a default vendor and minimum order quantity for a Buy item.
  5. Sell and buy flags (is sellable, is purchasable) control where the item can appear.
New item -> source (Make/Buy) + type + unit of measure -> save
         -> tracking, cost, stocking rules feed Inventory, Planning, Accounting

Where to go next