Creating Items by using WareGo

1. Accessing the Item Creation Screen

● Navigate to Main Sidebar Menu > Master Data Entry > Items.

●The Items Listing Screen will appear, displaying all the previously defined items in the system.

2. Adding a New Item

●Click on the Add New button in the screen’s top-right corner.

3. Filling in Basic Item Details

Complete the following fields:

●Item Code: Enter the unique code for the item.
●Barcode: Enter the barcode number (if applicable).
●Description: Describe the item.
●Facility: Select the relevant facility from the dropdown menu.
●Customer: Select the appropriate customer from the dropdown menu.
●Category: Choose the category from the dropdown menu.
●Put away Type: Select the put away type from the dropdown menu.
●Status: Choose the status from the dropdown menu.
●Attach a Picture: Click Choose Files and upload the image of the item.

4. Adding Item Dimensions

Enter the following physical dimensions for the item:

●Weight
●Volume
●Length
●Width
●Height

5. Defining Inventory Attributes

Add the following inventory-related attributes:

●Primary Unit of Measure: Select from the dropdown.
●Secondary Unit of Measure: Select from the dropdown.
●Transactional OUM: Select from the dropdown.
●Shelf Life: Enter the shelf life (if applicable).
●Acceptable %: Enter the acceptable percentage for the item.
●Storage Temperature: Specify the required storage temperature.
●Standard Case Quantity: Enter the standard case quantity.
●Season Code: Provide a season code (if applicable).

6. Setting Additional Requirements

Select Yes or No for the following settings:

●Require Batch & Expiry: Specify if batch and expiry dates are required.
●Require Serial No.: Specify if a serial number is required.
●Hazardous: Specify if the item is risky.
●Virtual Item: Specify if the item is virtual.
●QC Enabled: Specify if quality control is enabled for the item.
●Can Be Returned: Specify if the item can be returned.

7. Entering Selling Attributes

Enter the following selling-related details:

●Unit Price: Enter the unit price of the item.
●Discount %: Enter any applicable discount percentage.
●Tax: Specify the tax rate or amount.
●Currency: Select the appropriate currency from the dropdown menu.
●External Code: Enter any external code associated with the item (if applicable).

8. Adding Billing Information

Add the following billing-related details:

●Billing Rule: Select the relevant billing rule from the dropdown.
●Billing Rate: Enter the billing rate associated with the item.

9. Saving the Item

●Click on the Save button to save the newly created item.

●A success notification will appear, confirming that the item has been created successfully.