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    Item Selection
    • 29 Jan 2025
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    Contents

    Item Selection

    • Updated on 29 Jan 2025
    • 1 Minute to read
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    Article summary

    Understanding Item Selection

    What is Item Selection?

    A query of records based on predefined criteria allows you to filter out a selection of items, which you can then apply Rules and Processes to, allowing you to fine tune your configuration even further.

    A good example for the use of Item Selection would be in the case of 3PLs which have a variety of items from various companies which they fulfil for. As each Item is assigned it's own Company Code (item.company_id), we can create various Item Selections based on this unique code. This allows for a clear and concise separation of Inventory Items based on their respective companies of origin.

    Accessing Item Selection

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


    Adding an Item Selection

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

    add uom

    Enter the name of the Item Selection

    general tab(3)

    Choose a new one that is relevant to this selection.

    Complete the Where Tab

    This tab allows you to set rules that involve logic and comparison operators with Locations. For example, I want to create a selection where it selects inventory items of a particular company and has the desired item code.

    where 1

    I have set my initial condition and then clicked the submit button, not the submit button at the button of the page.

    where 2(1)

    When two or more rules have been added, you will get the option to select which logic you want for the desired output,

    Complete the Order Tab

    order by

    Drag the fields from the box on the left to the box on the right to order them the way you wish for your selection.

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

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