Item

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Understanding Item

ℹ️ What is an Item in Canary7?

An Item in Canary7 is a product stored within the warehouse, identified and managed by a set of attributes that enable accurate tracking, handling, and reporting.

Core Attributes:

  • Item Code (SKU): A unique alphanumeric identifier

  • Description: A clear, concise item name

  • References: Barcodes or alternative identifiers; multiple references can map to the same item (e.g., different suppliers or packaging)

  • Unit(s) of Measure (UOM): Defines how the item is quantified (e.g., Each, Carton, Pallet) with a Factor for conversions

  • Item Groups & Selections: Categories for sorting or rule-based processes (e.g., “Large”, “Fragrances”, client-specific selections)


🔍 Accessing Item

  1. Search: In the Navigation menu, type "Item" and select Item

  2. Menu path: Configuration > Functional Area Setup > Inventory Control Setup > Item

🔎 Searching for Items

Item records are divided across three tabs:

  1. Item – General details (Code, Description, Group, Status)

  2. UOM – Unit(s) of Measure and conversion factors

  3. References – Barcode or alternative reference mappings

Searching for General Item Information

  • Leave fields blank to list all items, or enter any of:

    • Item Code

    • Company ID

    • Description

    • Reference

image tab search


Once you have entered all the information, you need to find your results click on the search buttonsearch button to continue.

item search results

This is what the search results will look like and will contain the following:

  •  Item ID
  •  Item Code
  •  Company Code
  •  Item Group
  •  Description
  •  Long Description
  •  Status

All of these results may not be on screen at once. You can simply scroll using the horizontal scroll bar to access the other results.

Searching for Item Unit of Measure Information

For example, you want to find a Unit of Measure of an Item. 

UOM search

Enterable fields:

  •  Unit Of Measure
  •  Item Code

Once you have entered all the information, you need to find your results click on the search buttonsearch button to continue.

UOM results

This is what the search results will look like and will contain the following:

  •  Item Code
  •  Company
  •  Item Description
  •  Unit Of Measure
  •  Factor
  •  Lenght(cm)
  •  Width(cm)
  •  Height(cm)
  •  Weight(kg)

All of these results may not be on screen at once. You can simply scroll using the horizontal scroll bar to access the other results.

Searching for Item References

For example, you want to find a Reference for an item.

reference search

Enterable fields:

  •  Item Code
  •  Company Code
  •  Unit of Measure
  •  Reference

Once you have entered all the information, you need to find your results click on the search buttonsearch button to continue.

reference results

This is what the search results will look like and will contain the following:

  •  Reference
  •  Item Code
  •  Item Description
  •  Company Code
  •  Unit of Measure

All of these results may not be on screen at once. You can simply scroll using the horizontal scroll bar to access the other results.

📥 Adding Items via import CSV

This section will help you ensure that your CSV file meets the required format and standards for successfully importing items into the system.

Prepare a CSV matching the template:


 Item Code Description UOM Reference
ExampleGU1D3-1223User GuideEachPO123456789

Template Download: 

Note: Row 2 provides an example of typical inputs.

Importing the CSV

Click on the Red Action Buttonred action button. This will bring up a drop-down menu, and select "Import CSV".

2 import csv

Selecting the import type

Using the drop-menu select "Item/UOM/reference Insert"

select import type

Choosing File

The next step is to click on "Choose File"

3 choose file

Locate and choose your file by clicking on "Open"

3 select file

Select the company relating to the item.

select compnay

Once you have selected and entered the required fields, click on the Import buttonImport button to upload your file.

Reference Insert CSV import

This section helps ensure that your CSV file meets the required format and criteria for successfully importing item reference data into the system.


 Item Code Unit of Measure Reference
ExampleGU1D3-1223EachPO123456789

Template download:

Importing the CSV

Click on the Red Action Buttonred action button. This will bring up a drop-down menu, and select "Import CSV".

2 import csv

Selecting the import type

Using the drop-menu select "Reference Insert"

Choosing File

The next step is to click on "Choose File"

Locate and choose your file by clicking on "Open"

Select the company relating to the item.

Once you have selected and entered the required fields, click on the Import buttonImport button to upload your file.



➕ Adding Items Manually

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

1. add receipt

Enter in Mandatory Fields

4 enter mandatory fields

  • Enter mandatory fields:

    • Item Code

    • Company

    • Description

    • Item Group



The other fields are optional but not required. It is recommended to provide as much information as possible for enhanced traceability and analytics. When adding an image the requirements are a .jpeg file up to 500 KB in size.

Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.

Adding Unit of Measure

 Search for your item. Here is a guide to Searching within Item.

When the item has been located, click on the three dotsThree dots and click edit.

7 click edit

Click on the Unit of Measures Tab

8 click uom

You will now need to add the Unit Of Measures, click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

9 add uom

Enter Mandatory Fields

inputing unit of measure

Enter or Select the following:

  1.  Unit Of Measure
  2.  Factor

Once you are satisfied with all the data you have input into the item and ensure that it is correct, click on the submit buttonsubmit button(1) to continue.