LLumin allows you to keep track of every Item in your inventory. By managing items effectively, you can associate inventory changes with Work Orders and Purchases, schedule regular Counts, and more.
Instructions
To create a new Item, perform the following steps:
- Navigate to the Inventory drop-down menu on the menu bar.
- Select Create Item.
- On the New Item screen, fill out the required fields:
| Field | Instructions |
|---|---|
| Item Type & Item Class | Use the Change Item Category button to set the Item Type and Item Class. |
| Item Number (Item #) | Automatically generated based on the selected Type and Class. |
| Description | Write a description of the item, including its make and model. |
| Preferred Vendor & Vendor Part # | Select a Preferred Vendor from the existing list and specify the Vendor Part Number. |
| Manufacturer & Mfg Part # | Choose a Manufacturer from the list or enter it manually, and specify the Manufacturer Part Number. |
| Cost & Unit of Measure | Enter the cost of the item and choose the Unit of Measure from the existing list. |
| Item Ranking | Select the Item Ranking from the predefined list. |
| GL Account (General Ledger Account) | Choose the appropriate GL Account from the list. |
| Stockroom & Location | Select the Stockroom for the item. Optionally, specify the location within the Stockroom, or check the No Location box if not applicable. |
| Serialized | Check this box to enable individual tracking of item units, and select System Generated for automatic ID generation. |
| Quantity On Hand | Specify the number of units currently on hand. |
| Reorder Point & Reorder Quantity | Set the Reorder Point and Reorder Quantity to manage automatic reordering. |
| Cycle | Choose a Cycle to schedule regular physical counts of the item to verify inventory records. |
- Once you fill out the relevant fields on the New Item screen, select Create at the bottom of the page to complete the process.
