Item
Field Label | Field Level Help | Category | |
|---|---|---|---|
Accounting Variable 1, 2, 3, 4 | Default accounting variable for the item. | Costing | |
Average Base Cost | The calculated average cost for the Base Unit of Measure of the item. (Inventory Value / Qty. Based on Hand) | Costing | |
Base Unit of Measure | The Base Unit of Measure for the item's inventory, such as EA, or LB. | Inventory | |
Base UOM Record Id | Used to define the record Id from the Item Unit of Measure object for the Base Unit of Measure of the item. | Inventory | |
Batch Consumption Tolerance % | When consuming this item on a batch manufactured work order, enter the tolerance % permitted. | Manufacturing | |
Batch Manufacturing | If checked, the Item is a batch manufactured item. | Manufacturing | |
Batch Output Tolerance % | When producing this item, enter the tolerance % to be used on a batch manufactured work order. | Manufacturing | |
Blocked | Checking this field will not allow any inventory transactions to be posted for this item. An Item cannot be blocked unless there is 0 on hand qty. and 0 open transactions. | Item Detail | |
Brand | The brand of the Item. Lookup to the Brand table. | Item Detail | |
Catch Weight | If checked, the item is a catch weight item. | Catch Weight | |
Catch Weight Tolerance % | If this is a Catch Weight item, enter the tolerance % allowed between the Quantity and the Qty. Base of a Catch Weight item. | Catch Weight | |
Chargeback | If checked, the item is a chargeback service item. | Item Detail | |
Configurator1, Configurator2,.... | If Use Configurator is checked, the values of these fields are used to construct Item No. | Item Detail | |
Costing Method | The costing method of the Item with two possible options: Standard or FIFO. | Costing | |
Country of Origin | The Country where the item is purchased or manufactured. | Item Detail | |
Daily Capacity | Hours Per Day multiplied by No of Capacity. | Manufacturing | |
Default Batch Size | The conversion factor of the Default Batch Unit of Measure. | Manufacturing | |
Default Batch Unit of Measure | The default Batch Unit of Measure for the batch manufactured item. | Manufacturing | |
Default Bin | Define the bin to be used along with the Default Warehouse as the put-away and storage location of the item. | Inventory | |
Default Shelf | The default Shelf of the item. This is a text field to be printed on the Pack List document. In certain environments, it is more efficient to use a text field to specify where the item is, instead of setting up a full bin management system. | Inventory | |
Default Warehouse | The default warehouse of the item. | Inventory | |
Description | Use this field for the description of the item. | Item Detail | |
Disassemble When Receive | If checked, as soon as the item is received on a Whse. Receipts, a dissemble Item Journal will be created and posted to consume the item and output components to inventory. | Inventory | |
Do Not Check Output Qty | If checked, and if Report by Routing Step is checked on the Output Item, GoldFinch will allow over or under production for the routing step. | Manufacturing | |
Do Not Check Qty. When Post | If checked, Qty Base on Hand, Qty. Base on Bin Content and Remaining Qty. Base on Hand of the item will not be compared for consistency during the inventory posting routine. This field normally should not be checked. The system administrator should be notified if you have to check the field to post. | Inventory | |
Expected Value | The total calculated inventory value of the 'received not invoiced' and ''shipped not invoiced' amounts based on the Item Ledger Entries. | Inventory | |
Flushing Method | If Flushing Method = Manual, both output and consumption are posted together on production journals. If Flushing Method = Backward, multiple outputs can be posted using the Daily Production screen, and all of the expected consumption can be posted based on the total output quantity before the work order is finished. | Manufacturing | |
Freight Class | This will print on the Bill of Lading. | BOL | |
GL Ledger | The default is blank. Enter a value only if you want to track multiple ledgers in GoldFinch. There can only be one GL Ledger used on a sales, purchase, or inventory transaction. | Costing | |
Handling Unit Type | This will print on the Bill of Lading. | BOL | |
HazMat | This will print on the Bill of Lading. | BOL | |
HazMat Class | This will print on the Bill of Lading. | BOL | |
Hours Per Day | Amount of hours per day Work Center is available to operate. | Manufacturing | |
HS Tariff Classification No. | This will print on the Certificate of Origin document. | BOL | |
Import Item | Checked automatically if the item is created by using the Import Item table. | Item Detail | |
Indirect Cost % | If entered for a Work Center item, Indirect Capacity Cost will be calculated for the Work Center on the Production Journal | Costing | |
Inventory Class | The Inventory Class of the Item with three possible values: Raw Materials, Subassembly or Finished Goods. This field will define what GL Account is used from the Company Setup when transactions are posted. | Item Detail | |
Inventory Value | The calculated inventory value of the item based on the Item Ledger Entries. This will be the total of the Expected Value plus the Invoiced Value. | Inventory | |
Invoiced Value | The total calculated invoiced value of the item based on the Item Ledger Entries. | Inventory | |
Is Allergen | If checked, this item is an allergen. The field is printed on the Receipt Label report. | Manufacturing | |
Is Water | If checked, this item is a water item. The net requirement of the water item for a work order, is the total gross requirement for the water, less the water quantity already exists for the components that have the active Ingredient % defined on the item formula. | Manufacturing | |
Item Category | Use this field to classify items for filtering and reporting. This field is the top level grouping for items. | Item Detail | |
Item Image | An image of the item can be uploaded here. | Item Detail | |
Item No.-Description | A combination of the Item No. and Description. | Item Detail | |
Item Posting Group | Enter a value to control the GL posting for the Item. You can choose to set up the Accounting Posting Setup by Item Posting Group instead of by Item. | Item Detail | |
Item Type | The type of item with two possible values: Inventory or Service. Inventory transaction will be maintained for Inventory items, but not for Service type items. Users are not allowed to update this picklist on Item, Sales Lines, and Purchase Line objects. | Item Detail | |
Landed Cost % 1, 2, 3, 4, 5 | Estimated Landed Cost % that can be used to calculate landed cost at receiving and add to the total inventory valuation. | Costing | |
Last Invoiced Base Cost | The last base cost the item was invoiced at or produced at. | Costing | |
Last Rollup Date | The last date the Rollup Std. Cost function was run for the item. | Costing | |
Lead Time Days | Enter the default lead time days for the item when purchased from the Preferred Vendor of the item. Default for SKUs to be used on Supply Planning. | Planning | |
Long Description | Optional field. It can be used with the integration with an E-Commerce platform. | Item Detail | |
Lot Days to Expire | The default number of days a newly entered lot will expire. | Item Detail | |
Lot Picking Option | Define the preferred method of picking lots: FIFO (first in first out), FEFO (first expiration first out), or Bin Ranking. | Item Detail | |
Lot Tracked | If checked, a Lot number is mandatory for all inventory transactions. | Item Detail | |
Low Level Code | This is the calculated hierarchical level of the item based on Item Formulas. The lower the number, the higher the hierarchical order. Click Item Calculate Low Level to learn more. | Manufacturing | |
Manufacturer | Select the manufacturer of the item from the lookup to the Account object. | Manufacturing | |
Maximum Quantity | The default maximum quantity of the item for reporting purposes. This value is not currently used in the supply planning calculation. | Planning | |
Min. Days to Expire When Pick | The minimum number of days acceptable to pick an item before the lot will expire. | Item Detail | |
Net Cost | This will print on the Certificate of Origin document. | BOL | |
NMFC | This number will print on the Bill of Lading. | BOL | |
No. of Capacity | Number of machines or work areas available at this Work Center. | Manufacturing | |
Non-Sellable | If checked, these items will not be available when searching on Sales Quote, Sales Order, Sales Invoice, and Transfer Order. | ||
Old Item No. | The Item number from the legacy system. | Item Detail | |
Outbound Freight | If checked, this service item is used for outbound freight. Click on Assign Outbound Freight to learn more. | Item Detail | |
Outside Service | If checked, this service item is used as an outside service item. Click on Process Outside Services to learn more. | Item Detail | |
Package Type | This will print on the Bill of Lading. | BOL | |
Preference Criterion | This will print on the Certificate of Origin document. | BOL | |
Preferred Vendor | The preferred Vendor for the item. Default for SKUs to be used on Supply Planning. | Planning | |
Producer | This will print on the Certificate of Origin document. | BOL | |
Product Family | Used for classifying items for filtering and reporting. This field should be the second level grouping for items. | Item Detail | |
Product Group | Used for classifying items for filtering and reporting. This field should be the third level grouping for items and it is the subset for Product Family. | Item Detail | |
Purchase Description | It will be used on Purchase Order if it is not blank. | Item Detail | |
Purchase Unit of Measure | Enter the default Unit of Measure to be used on purchase orders. | Costing | |
Purchasing Agent | The default Purchasing Agent for the item if applicable. | Item Detail | |
Purchasing Type | The default Purchasing Type for the Item. It is populated on the Sales Line. | Item Detail | |
QC Required | Checking this field will require quality control tests to be performed when receiving or producing the item. | Inventory | |
Qty. Allocated Base | Total Qty. allocated in the Base Unit of Measure for the item | Inventory | |
Qty. Available Base | Total Qty. on Hand Base = Qty. Allocated Base | Inventory | |
Qty. Base on Bin Content | The base quantity of the item calculated from all bin content records. | Item Detail | |
Qty. Base on Hand | The base quantity on hand of the item calculated from all item ledger entry records. | Item Detail | |
Qty. Per Pallet | Used on the Daily Production page for the output reporting. | Manufacturing | |
Remaining Qty. Base on Hand | The remaining base quantity on hand of the item calculated from all open item ledger entries. | Item Detail | |
Rental Item | Check this field to enable the Rental Management functionality for this item. | Item Detail | |
Reorder Cycle Days | The Reorder Cycle Days determines the fixed regular interval to order the item. Default for SKUs to be used on Supply Planning. | Planning | |
Reorder Policy | Used to determine the most efficient method to order inventory. The default option is Fixed Reorder Qty. Default for SKUs to be used on Supply Planning. | Planning | |
Reorder Quantity | Enter the default economic order quantity for the item. Default for SKUs to be used on Supply Planning. | Planning | |
Replenishment System | Enter the default method to replenish the inventory for the item with two possible options: Purchase or Work Order. if the item can be both purchased and manufactured, enter Work Order. Default for SKUs to be used on Supply Planning. | Planning | |
Report Output by Routing | If checked, an Output Journal is created for each Routing Steps, instead of for the Work Order. | Manufacturing | |
Safety Stock | The default level of extra inventory that is maintained to mitigate the risk of stockouts. Default for SKUs to be used on Supply Planning. | Planning | |
Sales Unit of Measure | Enter the default Unit of Measure to be used on sales orders. | Inventory | |
Serial No. Series | The numbering series to be used for the serial numbers created for the item. | Catch Weight | |
Serial Tracked | If checked, this item requires serial number for all inventory transactions. | Catch Weight | |
SF Product | SF Product that is linked to the item. SF Product will be automatically created if SalesCloud integration is enabled. | Item Detail | |
Short Description | Optional field. It can be used with the integration with an E-Commerce platform. | Item Detail | |
Single Batch Printing | If checked, the Batch Report on Work Order will print this item batch by batch. | Item Detail | |
Standard Base Cost | The Standard Base Cost for the item. | Costing | |
Standard Base Price | The Standard Base Price for the item. | Costing | |
Standard Capacity Base Cost | The Standard Capacity Base Cost for the item. | Costing | |
Standard Material Base Cost | The Standard Material Base Cost for the item. | Costing | |
Standard Profit | The calculated standard profit of the item. (Standard Base Price - Standard Base Cost) | Costing | |
Standard Profit % | The calculated standard profit % of the item. (Standard Profit / Standard Base Price) | Costing | |
PO Qty. Tolerance % | For Purchase Inventory Item, % allowed for over receipt. For Purchase Service Item, % allowed for over invoice. For Work Order Item, % allowed for over production. | Inventory | |
Tax Group | The Tax Group for the Item used to calculate Sales Tax. | Item Detail | |
Technical Sheet | Enter the default Technical Sheet for the Item. | Inventory | |
Total Capacity | Sum of all Capacity created for this Work Center. | Manufacturing | |
Total Remaining | Remaining Capacity after Usage is subtracted. | Manufacturing | |
Total Usage | Sum of all Usage created for this Work Center. | Manufacturing | |
UPC | This shoud be the GTIN for the Base Unit of Measure and it is used mainly for reporting. GTIN on the Item Unit of Measure is used for scanning. | Item Detail | |
Uploaded to Shopify | If checked, the item has been uploaded to the Shopify website. | Item Detail | |
Uploaded to WooCommerce | If checked, the item has been uploaded to the WooCommerce website. | Item Detail | |
Use Configurator | If checked, GoldFinch can use Configurator 1 to 10 construct Item No. | Item Detail | |
Weekdays Only | Used in supply planning. If checked, the Order Date will fall on weekdays only. | Planning | |
Work Center | If checked, this service item is used as a work center for the routing. | Item Detail |