An item is something you want to keep track of. Bulldozers, claw hammers, cement blocks and bridge tolls can all be items.
Tracker items must have identifying numbers and descriptions, which are grouped into types:
Items appear in many screens. Four are described in this help page.
Items can be imported.
Items can be added in the Items and Orders - Purchases screens. If added in the Items screen, they don't appear in the Find and add to cart, Item assignments or Item history screens until they've been assigned.
ADD ITEMS IN THE ITEMS SCREEN
DUPLICATE ITEMS IN THE ITEMS SCREEN
ASSIGN OR PURCHASE ITEMS ADDED IN THE ITEMS SCREEN
Items added in the Items screen can be assigned from the Fast add to cart or Items screens.
ADD AND ASSIGN ITEMS WHILE PURCHASING IN THE ORDERS - PURCHASES SCREEN
This is a handy way to enter new vehicle, equipment and expensive tool item numbers, each of which must have a unique number. It can also be used with completely-new inexpensive tool and consumable numbers, just be careful to use your existing numbers if you're re-stocking items you've already entered.
EDIT AND DELETE ITEMS
ADD PHOTOS THAT APPEAR IN THE FIND AND ADD TO CART SCREEN
The photos that appear in the Find and add to cart screen are entered in the Descriptions screen.
ADD OR EDIT AN ITEM'S COST
Item cost is stored in Item History (Details). When you purchase an item, the price you record will be treated by the Tracker as that item's cost. If you aren't purchasing an item but want to edit or add its cost ...
SET UP ALTERNATE ITEM NUMBERS AND DESCRIPTIONS (CROSS REFERENCES)
Cross references match your item numbers and descriptions with pre-printed barcode labels, UPC codes on packaging and common descriptions not otherwise used in the Tracker. If you buy something from several vendors or manufacturers, each of which uses a different number, you can cross reference the item with any or all of those numbers.
TRACK STORAGE SITE SUB LOCATIONS WITH CONOTES
Storage site sub locations are generally used to specify exactly where items are stored, for example, shelf 200 or bin abc. Companies with large warehouses sometimes use coordinates like "aisle 10, row D". Sub locations can be useful if you store the same item in several places or often move items within your storage site(s). But there's a down side: sub locations have to be entered when you assign items and can become cumbersome. If you store each item in one location that doesn't change often, CONOTES in the Items screen requires less data entry and is easier to use.
ADD AND EDIT ITEM ALERTS
Item alerts, which trip when the date you specify is reached, can be used for vehicle registrations, warranty expirations, calibration schedules, etc.
An item can have just one item alert. If you need more and don't have the Tracker repair and maintenance module, you can use user-defined fields and searches to simulate alerts, but they won't be automatic: you have to run the search. If you have the Tracker repair and maintenance module, each item can have as many maintenance types as you like, each of which will trip a maintenance due alert.
Every item site needs a 'number' (which can contain letters, spaces and punctuation marks). If you already have itemnumbers, they'll work in the Tracker. If you're interested in integrating Tracker data with your accounting system, now or in the future, use the numbers in that system. But if you're creating new numbers ...
COMPLEX SYSTEM REPORTS
SYSTEM VIEWS WITH ITEMS IN A SUBGRID
SYSTEM VIEWS WITH ITEM ASSIGNMENTS IN A SUBGRID
SYSTEM VIEWS WITH ITEM HISTORY (DETAILS) IN A SUBGRID