Create Master Part Number Manually
Path: Inventory Menu > Master (a blank Master form will open)
- Click the ADD icon. A new Master: Add window will open with the Master No. automatically assigned
- Fill in the fields for which you have information. Note: the Item Type will be auto assigned as Q – Quantity by default, but may be changed by using the Item Type field drop down menu. Note: a Master Type cannot be changed if there are Orders, Purchase Orders, or Assets linked to the Master Number
- Click SAVE icon. All other tabs and sub tabs will become visible at this point.
Note: once saved, a Master number may only be changed by using the Extended Menu option “Change Master No.”
- On the Details tab, you may again enter EDIT mode and add additional information such as Selling Prices, Service Prices, GL Accounts, Deferred Revenue Accounts, Scrap Accounts, , Costs, Price Multipliers, etc.
- Click the SAVE icon
Note: After saving, Inventory levels will be set to zero. Additional actions must be taken to increase (set) Inventory levels i.e. applying Purchase Orders, or using the Extended Menu to adjust quantities.
Create Master Part Number via an Import
Note: additional instructions specific to each Import Map are available on each Import Map Template
- Navigate to Inventory Menu > Import / Update Masters. A “Select a file to import” window will open.
- Select desired Import options and select your completed Import Map via upload or drag and drop. To make sure new Masters are added to database, check the “Import items not found in database” option. This will create new Masters for all Items on your Import Map that are not already in the system. Note: if your new Masters have Categories and Sub Categories, check the “Create missing categories / sub categories” checkbox.
- Click the Save button