Add items

Add items

Part 1: Create the deluxe child bicycle trailer item
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type items in the Filter field.
3. Click the web.Items list item.
4. Click the OK button. The Items form opens.
5. Click the New icon.
6. Type [your initials]-DCBT-100 in the Item field.
7. Type Deluxe Child Bicycle Trailer in the Description field.
8. Click the U/M drop-down arrow.
9. Click the EA list item.
10. Click the Product Code drop-down arrow.
11. Click the FG-100 list item.
12. Click to select the Stocked check box in the Miscellaneous section.
13. Click the Planning menu option.
14. Type [your initials] in the Planner Code field.
15. Click the Sales menu option.
16. Type 4 in the Std Due Period field.
17. Click the Save icon.
Part 2: Add pricing
These steps provide information needed when entering customer order lines. Without 
pricing data, you will get error messages when adding order lines.
1. Click the Orders menu drop-down arrow.
2. Click the Pricing menu option. A dialog box opens with the message, “Not one Item Price exists 
for Item that has [Item: [your initials]-DCBT-100]”.
3. Click the OK button. The Item Pricing (Linked) form opens.
4. Type 125 in the Unit Price 1 field.
5. Click the Save icon.
6. Click the X on the Item Pricing (Linked) form. The Items form displays.
Part 3: Create the item record for the purchased part
1. Click the Items menu drop-down arrow.
2. Click the Detail menu option.
3. Click the New icon.
4. Type [your initials]-DCBTW-100 in the Item field.
5. Type Wheels, Primary in the Description field.
6. Click the U/M drop-down arrow.
7. Click the EA list item.
8. Click the Source drop-down arrow.
9. Click the Purchased list item.
10. Click the Product Code drop-down arrow.
11. Click the PP list item.
12. Click to select the Stocked check box in the Miscellaneous section.
13. Click the Planning menu option.
14. Type [your initials] in the Planner Code field.
15. Type 5 in the Fixed field under the Lead Time (Days) section.
16. Click the Save icon.
17. Click the X on the Items form.

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