Adding a General Inventory Item to Customer Specific Inventory

Use the Go Menu to switch to the Customer Specific Inventory Node.

Select Commands > New from the Customer Specific Inventory node menu bar.

Type 9511CE in the Item prompt of the New Control Record dialog.  With the cursor blinking in the item prompt, press the F6 key on your keyboard.  This will load the item record.

This item is already a General Inventory item in the tutorial data.  We need to flag it for Customer Specific Inventory.

Click the Customer Specific Inventory Item check box on the item screen.

Click the OK button to accept the Customer Specific Inventory unit of measure.

Close the item screen to return to the New Control Record dialog.

Enter WHS01 for the Location.

Click the OK button to complete the New Control Record dialog.

Enter WHS01 for the Master Customer on the new control record.  This item is not customer specific so we are going to use the warehouse code to keep it separate from customer specific items in the warehouse.

As this product is general inventory, NOT customer specific inventory, there will be no Customer Item Number to enter.

The Unit of Measure will default to the UOM entered on the item record.

Address the Estimated Monthly Usage, Lead Time, and Minimum Stock Quantities as directed earlier.  Do not leave these blank.

Click the Bill As Shipped check box. All non-customer specific inventory items must be flagged as bill as shipped in Customer Specific Inventory.

Click the Stock Item check box.  This flag is just a reminder to you that this item can be sold to any customer.