1. Selecting a Register

First open the Items register from the menu.

You can also open the register using the function key , or by clicking the shorcut; icon, set in the taskbar.

2. Creating a New Item

Click the new record   button in taskbar
 . A blank form made ready for entering of a new item is opened.

Because the cursor is always set on the first document when opening the document type for creating invoices received, it is necessary to click the new record button every time you want to create a new document. A new document ready for entering data is opened. A new document ready for entering data is opened.

Enter the general information of the item into the header.

Enter the item's unique identifier into the ID field. It can be composed of a maximum of 16 alphanumeric characters.

Enter it in the following way:

• manually
• assigned automatically
• assigned an EAN-UPC code

An error is returned if you enter an ID that is already assigned to a different item (see An item with this ID already exists! Name: XX!).

Enter a short text into the Description field naming or giving description of item. It can be composed of up to 40 alphanumeric characters.

Field

 The Active checkbox denotes whether an item is active or not (archived). It is checked by default. An active item can be used with new documents. If you want to prevent that, for example, because an item's life cycle has ended, uncheck this option. An inactive item can still be kept in stock (for, let us say, repairs). In such an event you mark the item as inactive which cannot be added to orders anymore. Nonetheless you can perform all material movements with it.

By using the checkbox you denote whether an item is tradeable or not.

Besides sales items it can also contain ID of costs recorded on input accounts. Check For Record with such lines. If any line is marked as such, you cannot add it to orders received nor issued invoices.

Select or enter the item's primary supplier in the Supplier field You can select it from the Subjects register by using the dropdown list or by entering initial letters. This way subjects entered in the Subjects register are narrowed down drastically. This data is used, among others, for automatic creation of purchase orders, consignment reports and stock reports (see overview of available stock).

Here  is displayed thirteen-character supplier's alphanumeric transparent or EAN code for the item.

evo šifro za ta ident. This data is for informative purposes only.

PANTHEON automatically checks whether the entered external ID is already assigned to a different item. If this is so, an error is returnedglej External ID already in use), but the entered external ID is nevertheless stored.

It is important that the item is defined accordingly.

You can create item specification for the following item types: P- own product or semi-finished product         U- compound service         C - compound goods         A – packaged goods

You are allowed to enter 1o levels for multi-level specifications.

You usually cannot enter the ID of the item to the bill of materials the only exception being packaged goods - type A (see Iten already added. It cannot be added to itself).

With such product a product specification is opened in the Specificafions panel. Here you can add new constituent parts (child items) to up to 10 levels.
 

3. Entering Specification Lines

Open Specification panel from the menu.

Items consist of child items and that is why you set specificaiton for them (that is, norms for composition of a product).

Enter quantity in item specification. The specification is usually created for 1 product (see example). If you enter for example the quantity of 100 pieces, you also have to define the consumption in the lines of specification as that of 100 finished products!

Enter the quantity representing the shrinkage of the product to the Shrinkage field (for examples of shrinkage calculation see Introduction - Shrinkage).

Set batch which is the main unit of measurement that can be found under general information of the register. You can change it here and with it change also the item's main unit of measurement. Units of measurement or batches can be used in specification (logical assembly, unit in manufacturing).

Select work order document type from which to create the work order.

Select the method of transfer to work orders:

• 1 Piece = 1 WO- Create its own work order for each ordered finished product. Select this option when serial number tracking is checked for item. It is used also when creating specification on-the-fly and each manufactured piece can have its own uniquely defined price (see example in the 1 Piece = 1 WO).

• Optimum Quantity - For work order created including optimum quantity in the corresponding field. Optimum quantity used in creating work orders if the Optimum Quantity option is selected as the method of transfer. Entered quantity must be greater than 0!

• Total Quantity on One WO - When creating a work order for total ordered product quantity.
  (example of creating WO)

Clicking Copy Spec button opens a window allowing you to set criteria for copying specifications of the selected item to another item. All data from the existing item ID, except for specification, get copied.

Using navigational buttons you can add and delete specification lines. (see navigational buttons).

Clicking creates a new specification and later you confirm the entry by clicking or discard the currently selected line of specification by clicking .

 .

The Line field contains the consecutive line number of the child item that is generated automatically. Change it at will. Lines are sorted by their consecutive numbers, so that specificaiton in documents are displayed accordingly. To make any subsequent inserting of lines the program numbers the lines with even numbers, that is, in an ascending sort order by 2 (e.g. 2, 4, 6...). The bill of materials in the Datalab PANTHEON program package can consist of up to 32.000 child lines.

Select ID of child item from the Items register. To make search easier you can use function to search for items. A child item can just like multi-level specification also be a structured product. You cannot leave this field empty - if you do so an error is returned (see Item ID field in specification cannot be left empty!).

Name of child item is appears automatically after selecting ID.

Set quantity of child item that is part of the compound (parent) item. You can enter it to six decimal points. The number of decimal points displayed can be set in the Administration Panel | Program Parameters | Manufacturing | Specifications | Default values - Decimal Places box.

Selecg unit of measurement from the corresponding U/M register.

Set quantity of shrinkage for item. You can enter it to six decimal points. The number of decimal points displayed can be set in the Administration Panel | Program Parameters | Manufacturing | Specifications | Default Values.

The price of the child item is calculated according to the formula that can be found in the Administration Panel | Program Parameters | Items | General. The price is used for informative purpose only. Use custom price and even custom currency when valuating amount of consumption of child items in register reports.

You can create specification by entering all child items (constituent parts) that make up the product. For each child item you always enter the line first and then continue with selecting of the child item ID. The U/M and price fields are entered automatically on the basis of the entries in the Items register. Set the quantity and clicking the button open a new record for entering of the next child item.
The values of child items are searched for automatically on-the-fly, according to the formula set in the Administration Panel | Program Parameters | Items | General.

Delete telements in specification using the key combination. Deleting cannot be undone and the deleted element must be added manually in case you delete it by mistake.

So as to facilitate subsequent inserting of lines, consecutive even numbers 2, 4, 6... are assigned automatically. In this way there are free lines for any additional inserting of other child items or when you want to change order in specification.

Individual users can be banned from entering and viewing of this panel by zero authorization for specification.

For displaying and printing specification reports see specification repors.