There are several different ways
to edit an
Existing Item in database:
1. Click View Item Catalog in the sliding window
on the left side of the screen. Then click Edit Item.
2. Click View Item Catalog in the Inventory Management section on the Start Page in the Common Tasks section.
The next window will open.
Choose the necessary item. Then click Edit Item.
The next window will open. It allows the user to edit the item properties.
Red markings indicate mandatory fields that must be filled in properly before the item can be saved.
No.
Entered by
The OEM part No is a key field in this panel. It is an identifier of the inventory item you are viewing as assigned by the manufacturer. Each OEM part No is unique and cannot be assigned to other items. Possible length is up to 50 characters.
DescriptionIn this field, you may enter a short alphanumeric text as a description of your item.
Group
It
is a collection of items which the entered item relates
to.
Double-click on the Pencil icon or, after selecting the appropriate box, press Alt+Enter to edit the following list. A window will open allowing adding or removing the groups.
It is the date the item was entered into the system. This field cannot be modified; information is maintained by WMSmart.
Country of Origin
It is a list box window. You populate the list and select a category for each item from it. This field is used to classify your inventory items by category.
The system allows storing a bitmapped picture of your item. Scan the picture into your PC (or use a digital camera) and save it as a *.bmp file.
After Market Part
Add After Market Part information.
The Packaging and Pricing tab allows modifying the dimensions of an item, the type of its packaging, and it's price.
A Carton of 1 is a Default System Ratio. The default configuration can be changed into a different one. However, the Carton of 1 configuration will remain as a part of the configurations, and it cannot be deleted.
Click 
to
add a new package type.
Click 
to
edit a package type.
Ratio Definition
Ratio
Enter the number of units. If you count your inventory items as one case per inventory unit, but a case actually consists of more than one inventory item, you can put the actual number of units per pack. The system will store it as one, but it can display the actual number of units as well.
Master Package
The Master Package specifies the type of item packaging. This list contains different sorts of packages in which you store your inventory – for example, cartons, lots, and pallets. The Master Package type is a reference-only list. It is not used in any calculations, but it indicates the type of item package when it is received and shipped. You may choose the necessary Master Package type from the drop-down list.
The open window allows the user to add, edit or remove different package types.
To remove a package type, select it and click Remove. Click Yes to perform the action or click No to cancel the operation.
Allows setting the measurement
units.
This list contains the units used to measure the inventory – for example, Inches and Feet, Centimeter and Meter. Once you have entered the conversion factors of the units, WMSmart will be able to convert units of measure automatically.
Ratio Description
It is an automated field that describes the number of units in master package.
Unit Package
The Unit Package Type specifies how the item is packaged and presented. This list contains different sorts of packages where you store your inventory – for example, boxes, cans, and barrels. Package type is a reference-only list. It is not used in any calculations, but it indicates how items are packaged when they are received and shipped.
A new package type can be created by
double-clicking on the Pencil icon or pressing Alt+Enter.
A new window allows the user to
add, edit or remove different package types from the drop-down list.
To add a new package type, click Add. Enter the package type (ex.: Big box) in the text field of the open window.
To edit a package type, click Edit. Modify the package type in the
text field of a new window that will appear.
Default Ratio
Allows selecting the Default Ratio for the item.
Size
Allows specifying the Size of the item in cubic Inches and Feet. Calculations of height, width and depth are automated but can be changed manually after filling in the appropriate fields.
Total Size
Calculates the Total Size of the package in cubic Inches, Centimeters, Feet or Meters. Calculations of height, width and depth are automated but can be changed manually after filling in the appropriate fields.
Weight
Allows specifying net weight of the package.
Ratio Generic
Prices
Allows specifying currency as well as Buy and Sell prices.
After all the necessary changes have been done, press OK to confirm new Package Ratios.
The Item Details Page will have a new row of dimensions.
The Quantity and Location tab contains General Inventory and Entry/Lot Inventory tabs.
General Inventory
This tab allows viewing On-Hand Inventory for the chosen item.
Notice that the Item's Details are already grouped by Condition and Location. This window also contains the following columns: Manufacturer, Packaging, Details, Total Packages, and Total Items.
Entry/Lot Inventory
This window contains the following columns: Entry/Lot #, References, Manufacturer, Packaging, Details, Total Packages, and Total Items.
The Activity tab contains General Inventory and Entry/Lot Inventory tabs.
General Inventory
In this tab, you may filter activity of an item by Location and Date (in case if the item was involved in any activity).
Click Update to update the data, that will be displayed in the grid.
Entry/Lot Activity
In this tab, you may filter activity of an item by Reference, Entry/Lot, Location and Date (in case if the item was involved in any activity).
Click Update to update the data, that will be displayed in the grid.
The Exit Criteria tab allows choosing the type of the shipping criteria for a new item.
The user can choose whether to ship an item by FIFO/LIFO criteria, Expiration Date or by regular means.
For additional information, click the following
links: