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screenSpec: Items > Item Add New (********** INCOMPLETE **********) – OneSource: Inventory for QuickBooks Online screenSpec: Items > Item Add New (********** INCOMPLETE **********) – OneSource: Inventory for QuickBooks Online

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screenSpec: Items > Item Add New (********** INCOMPLETE **********)

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Overview

This screen is used by users to add new items into OneSource.

How to open the screen

The add new Inventory (pop-up) form can be opened in any of the following ways:

  • TOP NAV BAR: Click +, Item
  • Keyboard Short-Cuts: Ctrl+F10
  • Quotation screen: When adding a new Item Number that is not in the list.
  • Sales Order screen: When adding a new Item Number that is not in the list.
  • Invoice screen: When adding a new Item Number that is not in the list.
  • Credit Memo screen: When adding a new Item Number that is not in the list.
  • Purchase Order screen: When adding a new Item Number that is not in the list.

How it Works

Dev Notes:

  • This is a Pop-up form.
  • The user should be able to navigate around the form using a mouse, the TAB key, or the ENTER key.
  • Any pop-up forms, (like to add a new Title or City), should default to Yes (so the user will not have to use a mouse to quickly add supporting records).
  • FUTURE FEATURES?
    • Be able to show or hide certain fields, based on the field visibility properties and/or the Company Industry Type.

Item Detail Tab

DEV NOTES: When the screen first opens up if Option option 6.3 By default, if the 

  • Item Number (Text): This field must be unique for that Company. When the focus leaves the Item Number field check to see if the item number already exists.  If so pop this msg: “This item number is already in your item list.” Then set the focus back on the Item Number value–at the end of the text entered in the Item Number field.
  • Description (Text): This to describe the item.
  • Type (Text, drop-down list): The list will have these 4 static values:
    • Inventory  (When this option is selected ALL fields will be displayed)
    • Non-Inventory (When this option is selected only these fields will be displayed: Item NumberDescriptionTypeSearch CategorySearch SubCategoryList PriceTaxableCommissionableExpense Account).
    • Service (When this option is selected only these fields will be displayed: Item NumberDescriptionTypeSearch CategorySearch SubCategoryList PriceTaxableCommissionableExpense Account).
    • Bundle (When this option is selected ALL fields will be displayed–including additional fields to set up the Bundle (sub item) components)
  • Search Category (Text, drop-down list): This should show a list of unique Categories from the Category field in the Item table.
  • Search Sub-Category (Text, drop-down list): This should show a list of unique Sub-Categories–that relate to the selected Category.  (It will need to refresh itself after the user selects a Search Category).   For instance.  If 500 records in the Item table have a Category = Bumper, then you would show a list of unique Sub-Categories in the Item table, Category = Bumper
  • Year Range (Text): The user would type something like: 08-12.  Note: If the user types: 2008-2012 then auto change the data to read: 08-12
  • Search Years Listing (Text): This will store individual (searchable) years.  For instance, if the Year Range is 88,02, then this field would store these values: 88,89,90,91,92.  When the user is tabbing OFF the Year Range field it should skip over this field.
  • Make (Text, dropdown list): This should show a list of unique Makes from the ItemCatalog table.
  • Model (Text, drop-down list): This would show a list of unique Models from the ItemCatalog table.  By default it would show a list of unique values for the Model field in the entire ItemCatalog table.  (Some users will NOT take the time to select a MAKE, but just want to type a Model).  However, if the user selects a MAKE then the list needs to be re-queried to show a list of unique values, where the Make is the Make selected by the user.
  • Quality Indicator (Text, drop-down list): This list will show unique values for all values for that company in the QualityIndicator field.
  • OEM Manufacturer (Text, drop-down list):  This list will show unique values for all values for that company in the Manufacturer field.
  • OEM Model # (Text):
  • UPC Code (Text):
  • Partslink #:
  • Industry Interchange #:
  • List Price:
  • OEM Price:
  • Taxable:
  • Special Order:
  • Location / Bin Tracking:
  • Serialized:
  • Assembly (Bundle):
  • Force Pre-Assembly:
  • Editable Assembly (Bundle):
  • Show on eCommerce:
  • Commission-able:
  • Round up to case Qty on PO Batch:
  • Order as Receive as Case on PO:
  • Add item to searchable Catalog:
  • Bin:
  • Unit of Measure (Text, drop-down list):  Show list of unique values in field.
  • Case Pack:
  • Case Pack Unit of Measure:
  • Shipping Weight:
  • Unit (Text, drop-down list): Show list of unique values in field.
  • Volume / CuSqFt:
  • Auto PO Category (Text, drop-down list): Show list of unique values in field.
  • Pricing Category (Text, drop-down list): Show list of unique values in field.
  • Enter Pricing Levels (button): When button pressed by user this will make the Price Levels form appear.
    • Popup form: Title: Price Levels.
    • Columns: Price Level, Qty Low, Qty High, Price, Discount % Off List
      • NOTE: When the Price Levels form opens auto fill the Default Price Levels (and discounts if they exist) from the Settings > Default Price Levels) and also auto calculate the prices (if the Default Price Levels have a discount %).
  • Related Core Charge:
  • Core Charge Item Number:
  • QuickBooks Sales Account: This will show a list of QuickBooks GL ‘Sales’ type accounts.
  • QuickBooks Expense (COGSAccount:  This will show a list of QuickBooks GL ‘COGS’ type accounts. NOTE: This account will NOT be visible for Non-Inventory or Service type of items.
  • QuickBooks Asset Account: This will show a list of QuickBooks GL ‘Asset’ type accounts. NOTE: This account will NOT be visible for Non-Inventory or Service type of items.

Catalog Tab

DEV NOTES:

  • This tab will become visible if the Settings > Inventory >  [   ] We

Top Section

  • Item Number (Text): This field must be unique for that Company. When the focus leaves the Item Number field check to see if the item number already exists.  If so pop this msg: “This item number is already in your item list.” Then set the focus back on the Item Number value–at the end of the text entered in the Item Number field.
  • Description (Text): This to describe the item.  This field will span, in width, over both Column 1 and Column 2 below.

Column 1

  • Search Category (Text, drop-down list): This should show a list of unique Categories from the Category field in the Item table.
  • Search Sub-Category (Text, drop-down list): This should show a list of unique Sub-Categories–that relate to the selected Category.  (It will need to refresh itself after the user selects a Search Category).   For instance.  If 500 records in the Item table have a Category = Bumper, then you would show a list of unique Sub-Categories in the Item table, Category = Bumper
  • Year Range (Text): The user would type something like: 08-12.  Note: If the user types: 2008-2012 then auto change the data to read: 08-12
  • Search Years Listing (Text): This will store individual (searchable) years.  For instance, if the Year Range is 88,02, then this field would store these values: 88,89,90,91,92.  When the user is tabbing OFF the Year Range field it should skip over this field.
  • Make (Text, dropdown list): This should show a list of unique Makes from the ItemCatalog table.
  • Model (Text, drop-down list): This would show a list of unique Models from the ItemCatalog table.  By default it would show a list of unique values for the Model field in the entire ItemCatalog table.  (Some users will NOT take the time to select a MAKE, but just want to type a Model).  However, if the user selects a MAKE then the list needs to be re-queried to show a list of unique values, where the Make is the Make selected by the user.
  • OEM Manufacturer (Text, drop-down list):  This list will show unique values for all values for that company in the Manufacturer field.
  • OEM Model # (Text):
  • Partslink #:
  • Industry Interchange #:

Column 2

  • Quality Indicator (Text, drop-down list): This list will show unique values for all values for that company in the QualityIndicator field.
  • Case Pack:
  • Case Pack Unit of Measure:
  • Shipping Weight:
  • Unit (Text, drop-down list): Show list of unique values in field.
  • Volume / CuSqFt:

Form Objects:

  • Screen Title: ‘Add New Product or Service Item’
  • Item Number (Text): This field must be unique for that Company. When the focus leaves the Item Number field check to see if the item number already exists.  If so pop this msg: “This item number is already in your item list.” Then set the focus back on the Item Number value–at the end of the text entered in the Item Number field.
  • Description (Text): This to describe the item.
  • Type (Text, drop-down list): The list will have these 4 static values:
    • Inventory  (When this option is selected ALL fields will be displayed)
    • Non-Inventory (When this option is selected only these fields will be displayed: Item Number, Description, Type, Search Category, Search SubCategory, List Price, Taxable, Commissionable, Expense Account).
    • Service (When this option is selected only these fields will be displayed: Item NumberDescriptionTypeSearch CategorySearch SubCategoryList PriceTaxableCommissionableExpense Account).
    • Bundle (When this option is selected ALL fields will be displayed–including additional fields to set up the Bundle (sub item) components)
  • Search Category (Text, drop-down list): This should show a list of unique Categories from the Category field in the Item table.
  • Search Sub-Category (Text, drop-down list): This should show a list of unique Sub-Categories–that relate to the selected Category.  (It will need to refresh itself after the user selects a Search Category).   For instance.  If 500 records in the Item table have a Category = Bumper, then you would show a list of unique Sub-Categories in the Item table, Category = Bumper
  • Year Range (Text): The user would type something like: 08-12.  Note: If the user types: 2008-2012 then auto change the data to read: 08-12
  • Search Years Listing (Text): This will store individual (searchable) years.  For instance, if the Year Range is 88,02, then this field would store these values: 88,89,90,91,92.  When the user is tabbing OFF the Year Range field it should skip over this field.
  • Make (Text, dropdown list): This should show a list of unique Makes from the ItemCatalog table.
  • Model (Text, drop-down list): This would show a list of unique Models from the ItemCatalog table.  By default, it would show a list of unique values for the Model field in the entire ItemCatalog table.  (Some users will NOT take the time to select a MAKE, but just want to type a Model).  However, if the user selects a MAKE then the list needs to be re-queried to show a list of unique values, where the Make is the Make selected by the user.
  • Quality Indicator (Text, drop-down list): This list will show unique values for all values for that company in the QualityIndicator field.
  • OEM Manufacturer (Text, drop-down list):  This list will show unique values for all values for that company in the Manufacturer field.
  • OEM Model # (Text):
  • UPC Code (Text):
  • Partslink #:
  • Industry Interchange #:
  • List Price:
  • OEM Price:
  • Taxable:
  • Special Order:
  • Location / Bin Tracking:
  • Serialized:
  • Assembly (Bundle):
  • Force Pre-Assembly:
  • Editable Assembly (Bundle):
  • Show on eCommerce:
  • Commission-able:
  • Round up to case Qty on PO Batch:
  • Order as Receive as Case on PO:
  • Add item to searchable Catalog:
  • Bin:
  • Unit of Measure (Text, drop-down list):  Show list of unique values in field.
  • Case Pack:
  • Case Pack Unit of Measure:
  • Shipping Weight:
  • Unit (Text, drop-down list): Show list of unique values in field.
  • Volume / CuSqFt:
  • Auto PO Category (Text, drop-down list): Show list of unique values in field.
  • Pricing Category (Text, drop-down list): Show list of unique values in field.
  • Enter Pricing Levels (button): When button pressed by user this will make the Price Levels form appear.
    • Popup form: Title: Price Levels.
    • Columns: Price Level, Qty Low, Qty High, Price, Discount % Off List
      • NOTE: When the Price Levels form opens auto fill the Default Price Levels (and discounts if they exist) from the Settings > Default Price Levels) and also auto calculate the prices (if the Default Price Levels have a discount %).
  • Related Core Charge:
  • Core Charge Item Number:
  • QuickBooks Sales Account: This will show a list of QuickBooks GL ‘Sales’ type accounts.
  • QuickBooks Expense (COGS) Account:  This will show a list of QuickBooks GL ‘COGS’ type accounts. NOTE: This account will NOT be visible for Non-Inventory or Service type of items.
  • QuickBooks Asset Account: This will show a list of QuickBooks GL ‘Asset’ type accounts. NOTE: This account will NOT be visible for Non-Inventory or Service type of items.

 

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Next screenSpec: Purchasing > Purchase Orders
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