Module guide
Items & Categories
Create items with their identifiers, units and applicable stock settings. Choose classification through the category hierarchy. Keep UNSPSC item groups and supplier categories consistent with the products and services being traded.
How this module fits your work
Create items with their identifiers, units and applicable stock settings. Choose classification through the category hierarchy. Keep UNSPSC item groups and supplier categories consistent with the products and services being traded.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Items, variants & classification
- BrandRecord page · Items, variants & classification
- Customs Tariff NumberRecord page · Items, variants & classification
- ItemRecord page · Items, variants & classification
- Item AlternativeRecord page · Items, variants & classification
- Item AttributeRecord page · Items, variants & classification
- Item GroupRecord page · Items, variants & classification
- Item Lead TimeRecord page · Items, variants & classification
- Item ManufacturerRecord page · Items, variants & classification
- ManufacturerRecord page · Items, variants & classification
- UOMRecord page · Items, variants & classification
- UOM CategoryRecord page · Items, variants & classification
- UOM Conversion FactorRecord page · Items, variants & classification
Setup & Templates
- Item Variant SettingsSettings page · Setup & Templates
Reports
- BOM SearchReport · Reports
- COGS By Item GroupReport · Reports
- Item Price StockReport · Reports
- Item Variant DetailsReport · Reports
- Item Where UsedReport · Reports
- Itemwise Recommended Reorder LevelReport · Reports
- Stock AgeingReport · Reports
- Stock Projected QtyReport · Reports
- Stock Qty vs Batch QtyReport · Reports
- Stock Qty vs Serial No CountReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.