Create New Inventory Item — Tips

Create New Inventory Item — Tips & Tricks

What this screen is for. Create a brand-new inventory item, reserving its SKU in IM2 and creating it in QuickBooks.

What you do here

• Search Item Master first to make sure the part doesn't already exist under another name.
• Enter Item Name (must be unique) and Description — required fields.
• Fill in optional fields like UOM, Cost Ea, Preferred Vendor, Manufacturer, Item Group, Gen-Loc, Count Group as needed.
• Enter Primary/Secondary Bin, Min/Max Qty and Lead Time if known, or leave blank.
• Fix any field that turns red (e.g. Min more than Max, bad Cost or Bin format) before saving.
• Click Save item and read the confirmation message for the actual SKU assigned.
• Check the Not in QuickBooks yet list if QuickBooks refused the item, and note the reason given.
• Use Retry in QuickBooks (Admin/Level 1 only) to resend failed items later.

Watch out

• Never write down the Reserved SKU before saving — it can change if someone else saves first.
• A red QuickBooks-refused message doesn't mean nothing saved — the IM2 item and SKU still exist.
• Items stuck in Not in QuickBooks yet can't be picked or posted until fixed and retried.
• On Hand always starts at 0 here — quantity only comes in through receiving, not this screen.