Item Details

The Stock -> Items -> Item details page shows the information and the configuration of the item.

Jump to:

1. Item's settings and details.
2. Setting up new items. 
   1. A procured item.
   2. A manufactured item.
   3. Make-To-Order bespoke manufacturing.
   4. A kit of products to be packed, bundle, auto-assembly product.
   5. A kit of parts to be assembled/kitted, phantom (BOM) item.
   6. A process for disassembling a product that you manufacture.
   7. A material that is cut into parts, or a procured kit to be disassembled.
   8. A product with configurations (Matrix BOM).
   9. A subcontracted item, that is produced by your vendor from your materials.
   10. A non-inventory item.
   11. Copy an existing item, duplicate an item.
   12. Import items from a file.
3. Attaching files.
4. Item attachments in Purchase Order PDFs.
5. Item icons.
6. Item reports.
7. Preview images and CAD files.

Item's settings, details

At Stock -> Items -> Item details, the following settings and details are available for an item:

1. Part Number - a unique number to identify the item. Automatically generated by MRPeasy, can be changed. Required;
2. Copy item - if you wish to copy all the details of an existing item. Available while creating a new item;
3. This is an inventory item (Yes/No) - choose if this item is tracked in inventory, or not. Defaults to "Yes".
   Non-inventory items can only be used in Purchase Orders and Invoices. Non-inventory items cannot be used in BOMs, Customer Orders, Shipments.
   They aren't visible in Stock -> Inventory.
   This setting cannot be changed after the item is created. Available, if the Non-Inventory Items function is enabled.
4. Part description - the name or short description of the item. Required;
5. Product group - the product group the item belongs to;
6. Unit of Measurement - in which units the item is being stored in stock and used in production;
7. Weight - the weight of the item, optional. Weight can be defined in ounces (oz), pounds (lbs.), grams (g), or kilograms (kg). “Weight” and “Unit of weight” columns can be added to the items list view. Available, if the Packing function is enabled.
8. Reorder point - the minimal inventory level of the item, when it is needed to make a purchase order or manufacturing order. Recommended setting at least "0".
   If the item's availability falls below the ROP, it will be displayed in the Critical on-hand report. Keep it undefined, if it shouldn't be displayed in the Critical on-hand report.
   When the Professional function Matrix BOM is enabled, it is possible to set separate ROP values for each variation. Changing the ROP value of the stock item updates values of all variations.
9. This is a procured item (Yes/No) - choose whether the item is procured (or subcontracted), or manufactured in-house. Defaults to "No". A procured item must have Purchase Terms, a manufactured item must have a Bill of Materials, and a Routing.
10. Minimum quantity for manufacturing - the minimum quantity for a Manufacturing Order. Available for non-procured items.
11. Serial numbers (Yes/No) - choose whether each piece of this item is tracked by a serial number, or not. Defaults to "No". Available, if the Serial Numbers functionality is enabled.
12. Shelf life - if the item can expire, set the default shelf life in days for a new batch (a stock lot) of these items. Available, if the Expiry Dates functionality is enabled.
13. Quality control (Yes/No) - choose whether a batch (a stock lot) of the item is subject to quality control when it arrives in stock, or not. Defaults to "No". Available, if the Quality Control functionality is enabled.
14. Selling price - you can set the default selling price. Possible to use different pricing per quantity and price lists, if the Tiered Pricing functionality is enabled.
15. Default storage location - assign the default storage location (e.g. shelf) for the item in every warehouse. This is the location assigned by default to these items when they arrive in stock.
16. Files - attach any documents, images, drawings, 3D models, instructions, etc. to the item. The files will be accessible from various places in the software, see the Document system.
17. Parameters - if the item has certain variations or configurations (e.g. various colors, packages, configurations), add the parameters which can change. Available if the BOM with Parameters functionality is enabled.
18. Any user-defined custom fields - the Custom Fields functionality is available from the Professional package.
19. Variations - the list of all different combinations of parameter values that are allowed for this product. Subsection displayed if the item has saved Parameters. Available if the BOM with Parameters functionality is enabled;
20. Purchase Terms - the list of vendors and purchasing options, incl. price, lead time, vendor part number, priority, etc. Subsection displayed for procured items ("This is a procured item": Yes) after the new item is saved;
21. Bills of Materials - the list of parts, materials, and components that are needed to produce the item. Subsection displayed for manufactured or subcontracted items after the new item is saved.
22. Routings - the list of equipment and operations for producing the item. Subsection displayed for manufactured items ("This is a procured item: No") after the new item is saved.
23. Notes - notes can be saved to items.

Creating a new item

It is possible to create a new item:

• At Stock -> Items, by clicking "+".
• Or from within any other workflow, at the point when you are choosing an item, e.g. from the Customer Order details page, by choosing "Add a new product" from the product choice field.

Set up a procured item

Demo video: Setting up procured items.

If the item is purchasable from vendors:

1. Create a new item.
2. Fill in all item details.
3. Mark "This is a procured item: Yes".
4. Save.
5. Scroll to the "Purchase Terms" section and enter the vendors' purchase terms.

A procured item:

• Has the statistical report "Purchase orders".
• Even if it has a BOM (it is a subcontracted item, for which you supply materials), it will not be included in a multi-level manufacturing order.

Set up a manufactured item - finished product, sub-assembly

Demo video: Setting up manufactured items.

To add a manufactured item:

1. Create a new item.
2. Fill in all item details.
3. Mark "This is a procured item: No".
4. Save.
5. Scroll to the "BOM" section and enter its Bill of Materials.
6. Scroll to the "Routings" section, and enter its routing.

Read also about creating a multi-level BOM.

A manufactured item:

• Has the statistical report "Manufacturing Orders".
• If it is a sub-assembly, its operations and materials can be automatically included in a multi-level manufacturing order, when it is out of stock.
• Can also be procured (toggle "This is a procured item" to  "Yes" to be able to enter purchase terms).

Make-To-Order bespoke manufacturing

If capacity planning is required, then a new item with BOM and a Routing needs to be created for every bespoke project. 

This can be done very easily from within the flow the Customer Order:

1. Open the Customer Order.
2. When choosing the Product, choose to Add a new product from the drop-down menu.
3. Enter the product details.
   • If it is similar to an existing item create a copy of the item, and modify it.
4. Once the product is entered, click Back to return to the Customer Order.
5. Continue with the Customer Order.

If capacity scheduling is not required, you do not need to create a new item every time. Read: How to create a make-to-order bespoke manufacturing order?

Set up a kit of products, bundle, auto-assembly product

Demo video: Kitting.

A kit is a bundle of products that are sold together. The kit item has a BOM, but no routing (no operations to complete).

A kit is auto-assembled after a Manufacturing Order is created for it. The MO is automatically finished immediately when all required parts are received to stock. The MO for it will not be a multi-level MO.

To set up a kit of products:

1. Create a new item.
2. Fill in all item details.
3. Mark "This is a procured item: No".
4. Save.
5. Scroll to the "BOM" section and add a Bill of Materials, where you list its components.
6. Do not enter a routing in the "Routings" section.

Selling bundles or kits:

1. Create a Customer Order.
2. Book the items for the Customer Order:
   a) If Manufacturing Orders have already been created earlier, book the kits from stock.
   b) If kits are not ready in stock, create Manufacturing Orders.
3. Kits become ready for shipment when MOs are finished.
4. Continue with shipping.

Set up a kit of parts, phantom BOM, phantom assembly

Demo video: Kitting.

A kit of parts may be used for better organizing collections of parts that are used together in manufacturing. The kit item has a BOM, but no routing (no operations to complete).

A kit of parts:

• Could be pre-assembled to stock with a Manufacturing Order for it. 
  - The MO is automatically finished immediately when all required parts are received to stock.
  - This MO for it will not be a multi-level MO.
• Or, if it is not made to stock, it is a virtual kit - a phantom BOM - for a better organization of parts in a product.
  - In which case, when it is required in the manufacturing of another product, it will be part of a multi-level Manufacturing Order. 
  - No operations will be required to assemble it.
  - If the kit contains manufactured items, then operations and materials may be included to manufacture these.

To set up a kit of parts:

1. Create a new item.
2. Fill in all item details.
3. Mark "This is a procured item: No".
4. Save.
5. Scroll to the "BOM" section and add a Bill of Materials, where you list its components.
6. Do not enter a routing in the "Routings" section.

Set up a disassembly process for a product that you manufacture

Main function: Disassembly BOM

Sometimes you may need to disassemble a product that you manufactured.

To set up the disassembly of a product:

1. Enable the Disassembly BOM functionality.
2. Open your manufactured item, that you have set up, and wish to have the possibility to disassemble it.
3. Scroll to the "BOM" section and add a new BOM, where you:
   • Check the option "This is a disassembly BOM".
   • Enter the list of components this product is disassembled into.
     Tip! If you wish, you can choose to copy the original BOM to get the full list of parts, that you can then modify.
   • Save and go back to the item details page.
4. Optionally, scroll to the "Routings" section of the item, and enter its routing.
   • If you do not add a routing, this will be an (auto-)disassembly kit. To disassemble the product into components, you need to create an MO, which will be automatically completed once the product arrives in stock.
   • If you add a routing, the operations of the MO need to be explicitly reported to disassemble it.

Set up a material that is cut into pieces, or a procured kit to be disassembled

Main function: Disassembly BOM

A procured kit of parts is something that you buy from a vendor as a single line item. But once you receive it, you break it down into individual components, which are added to your stock.

To set up a procured kit of parts:

1. Enable the Disassembly BOM functionality.
2. Create a new item.
3. Fill in all item details.
4. Mark "This is a procured item: Yes".
5. Save.
6. Scroll to the "Purchase Terms" section and enter the vendors' purchase terms.
7. Scroll to the "BOM" section and add a Bill of Materials, where you:
   • Check the option "This is a disassembly BOM".
   • Enter the list of components this kit is disassembled into.
   • Save and go back to the items details page.
8. Optionally, scroll to the "Routings" section, and enter its routing.
   • If you do not add a routing, this will be an (auto-)disassembly kit. To disassemble the kit into components, you need to create an MO, which will be automatically completed once the kit arrives in stock.
   • If you add a routing, the operations of the MO need to be explicitly reported to disassemble it.

Set up a product with parameters, configurations, Matrix BOM

Demo video: Product configurator / Matrix BOM.

With the Matrix BOM functionality, it is easier to enter families of products so that it is not necessary to enter different BOMs and items for each combination. For example

• Products with variations, e.g. garments that have variations in size and color.
• Products with configurations, e.g. electronics which uses a few different parts based on the setup.
• Products in different packages, e.g. food, ice-cream which is produced in bulk and then packaged into many different standard packages; or fasteners, nails which are produced thousands at a time, but then packaged into different boxes in different quantities.
• Etc.

Set up a non-inventory item

Demo video: Non-inventory items.

Non-inventory items are items that are not tracked in stock. These can only be used in Purchase Orders and invoices.

1. Enable the Non-inventory items functionality.
2. Create a new item.
3. Mark "This is an inventory item: No".
4. Fill in all item details.
5. Save.

Duplicate an item, copy an item

The easiest way to create a similar item to some previous item - for example, a one-off product - is to copy the original and modify it.

For duplicating an existing item with all its details, incl. Purchase Terms, Bills of Materials, and Routings:

1. Create a new item.
2. Choose the item you wish to duplicate in the "Copy item" field.
3. Edit the item details.
4. Save.
5. Edit the Purchase Terms, Bills of Materials, or Routings.