Catalog items can either be entered through the MarginPoint 8 application or by using the Excel Add-In tool. Also, items have a basic set of fields that are required to be entered before the item can be saved. The required fields are:
- Item number
- Short description
- Base unit of measure
- Standard cost
- Default replenishment method
Optional information includes manufacturer and supplier data, notes, images, dimensions, etc. User-defined custom fields can be added to the catalog item record. Please contact MarginPoint support if custom fields are required.
9.2.1 Create a new catalog item
- At the far left of the home screen, click the Company tab to display the company navigation tree.
- In the Company Tree, click the company this item will be associated with. The item will be visible to users of this company and all organizations above this location, but will not be visible to users assigned below this location.
- Click the Material Management drop-down.
- Click the Catalog option in the drop-down. The Material Management> Catalog ribbon bar will open.
- In the Manage box on the ribbon bar, click New Item.
- Enter the item information in all of the required fields, which are marked with a red circle:
a. Item No., Item Short Description
b. Base UOM: The lowest common denominator which will later will be used to help calculate both the Issue and Purchase units of measure
c. Selling UOM: From a Supplier’s perspective, the unit of measure used when selling this item to the supplier’s customer
d. Selling UOM and the Conversion Factor are both optional. However, when creating a Supplier Catalog item, an Item from which the same or similar item will be re-ordered with, these two fields should be filled out as well.
e. Standard Cost and currency
f. Attribute fields Returnable, Restricted Issue, Check-in/Check-Out, Block from Reordering and Perishable. - Click Save to create the new item.