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Item Master

Navigation: Master Data → Items

The Item Master holds data about all items that exist in the system, both active and inactive. It is the foundational reference for all transactional data - purchase orders, sales orders, forecasts, manufacturing orders, and inventory all reference item numbers defined here.

Managing Items

Via Excel upload

Download the template from the toolbar, populate item data, and upload. Recommended for bulk imports.

Via UI

Click New to add a single item via the create modal.

Via integration

Items can be imported or synced automatically from an ERP. See Administrator → Settings → Integrations.

Columns

Column Description
Item Number Unique identifier for the item
Item Description Item name or description
Item Type Classification of the item (e.g. Finished Good, Raw Material, Component)
Item Status Active or Inactive
Number of Sub-Items Total number of sub-items (variants or components) linked to this item
Number of Warehouses Number of warehouse locations holding this item

Additional columns can be added using the Custom Columns feature.

Item Status

Status Effect
Active Item participates in planning, transactions, and integrations
Inactive Item is excluded from integration imports and planning calculations

Item Types

Item Type classifies the item in the bill of materials and planning context:

Type Description
Finished Good End product sold to customers
Raw Material Input material used in manufacturing
Component Sub-assembly or intermediate product