Item

Items are a product or service that you either buy or sell. It is important to think about and define these carefully as you set up your ShipperXL system. The codes themselves can be changed, but once it has been used in a purchase or sale or SKU, then they cannot be deleted.

Key Fields:

• Item Number: a unique ID

• Category: you can set this to anything you like. See Categories

• Short Description: It is used when displaying the item in drop-down lists, invoices, and generic certificates.

• Description: It is used on work orders and other documents requiring a more complete product description.

Other Fields:

• For information only (not used in reports, etc.): Order Lead, Schedule, Inventory, Standard Lot Size, Unit Weight, Unit Volume, Perishable, Serialized

Other Sections:

• Catalogs: this is an Enterprise feature only. It allows you to put items into one or more catalog sections.

• Container Types: select the ones that apply to this item, or leave them all un-selected to allow all

• Accounting: in your financial/accounting system you can have different item codes, classes, and accounts for each item. ShipperXL can translate the ShipperXL item codes into your accounting financial codes as items are copied. They can also vary by work center, work zone, country, or region.

• Custom Values: if there are Custom Field Types defined by the category this item belongs to they will appear here.

• Custom Fields: you can define Custom Field Types which will appear when this item is used on purchase and sale agreements.

• Translations: If there are region-specific variations or translations in name you can provide them here. Example: "green color" en-US vs. "green colour" en-CA.

• Bill of Materials: for specific processes products you can specify the BOM.