Item

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

Search: In the Navigation menu, type "Item" and select Item
Menu path: Configuration > Functional Area Setup > Inventory Control Setup > Item

🔎 Searching for Items

Item records are divided across three tabs:

Item – General details (Code, Description, Group, Status)
UOM – Unit(s) of Measure and conversion factors
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 button to continue.

item search results

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

Item ID
It is a unique number assigned to an item by Canary7 which is the identifying Field.
Item Code
It is a unique code/number given to an item used to distinguish it from other items.
Company Code
It is a unique name given to a Company used for identifying.
Item Group
A way to group items and is used in Configurations.
Description
Text that informs the User of what the field is.
Long Description
Text with more detail that fully describes to the user what the field is.
Status
The name that is given to the current state of the field is given.

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
A magnitude of how to quantify a physical amount of something e.g.. weight, amount or etc.
Item Code
It is a unique code/number given to an item used to distinguish it from other items.

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

UOM results

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

Item Code
It is a unique code/number given to an item used to distinguish it from other items.
Company
A client or customer who owns the products that are in the warehouse.
Item Description
Text that informs the user of what the item is.
Unit Of Measure
A magnitude of how to quantify a physical amount of something e.g. weight, amount or etc.
Factor
A number that is divided into another number that will not have a remainder used in the unit of measurement to count in factors of 5 for example.
Length (cm)
The physical horizontal distance and is often the largest horizontal side.
Width (cm)
The physical horizontal distance and is often the shortest horizontal side.
Height
The physical horizontal distance and is often the shortest horizontal side.
(cm)
The physical vertical distance of an object.
Weight (kg)
The quantity of mass of the object.

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
It is a unique code/number given to an item used to distinguish it from other items.
Company Code
It is a unique name given to a company used for identifying.
Unit of Measure
A magnitude of how to quantify a physical amount of something eg. weight, amount or etc.
Reference
A way of representing data, usually in barcode form.

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

reference results

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

Reference
A way of representing data, usually in barcode form.
Item Code
It is a unique code/number given to an item used to distinguish it from other items.
Item Description
Text that informs the user of what the item is.
Company Code
It is a unique name given to a company used for identifying.
Unit of Measure
A magnitude of how to quantify a physical amount of something eg. weight, amount or etc.

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 It is a unique code/number given to an item used to distinguish it from other items.	Description Text that informs the user of what the field is.	UOM Unit of Measure is a magnitude of how to quantify a physical amount of something, e.g. weight, amount, etc.	Reference A way of representing data, usually in barcode form.
Example	GU1D3-1223	User Guide	Each	PO123456789

Template Download:

Item UOM reference Insert import template.csv

Note: Row 2 provides an example of typical inputs.

Importing the CSV

Click on the Red 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 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
Example	GU1D3-1223	Each	PO123456789

Template download:

reference_insert_template.csv

Importing the CSV

Click on the Red 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 button to upload your file.

➕ Adding Items Manually

Click on the Red 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 button submit 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 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 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:

Unit Of Measure
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 button submit button(1) to continue.