Item
  • 24 Sep 2022
  • 30 Minutes to read

Item


Understanding Item

What is an Item in Canary7?

It is the product that will be stored within the warehouse and assigned with all the necessary information. It is only created once.

Accessing Item

Within the Navigation menu, click on the search bar and type ''Item'' and click on "Item". Item is also in Configuration, under Functional Area Setup > Inventory Control Setup > Item.

Searching within Item

You can search for information assigned to an item, which are within three tabs:

  • Item tab - used to find general item information 
  • UOM tab - used to find the item unit of measure information.
  • References - used to find item reference information. 

Searching for General Item Information

For example, you want to find a specific item and see its data. To get a list of all items, leave all fields blank.

image tab search

Enterable fields:

  •  Item Code
  •  Company Id
  •  Item Description
  •  Item Reference

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
  •  Length(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 will help you check that your CSV meets the requirements for item import.


 Item Code Description UOM Reference
ExampleGU1D3-1223User GuideEachPO123456789

Template Download: 

Note: deleted row 2 has this is an example.

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 related to the item.

select compnay

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

Adding Items via User input

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 or Select the following

  1.  Item Code
  2.  Company
  3.  Description
  4.  Item Group

The other fields are optional but not required. You still input into some of these fields to have better organisation. When adding an image the requirements are a .jpeg file and 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.


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