An item is something you want to track: bulldozers, claw hammers, cement blocks, desk chairs and bridge tolls can all be items.
Every item needs a 'number' (which can contain letters, spaces and punctuation marks). If you already have item numbers, 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 ...
Tracker items must also have descriptions. Descriptions are grouped into types:
Items appear in many screens. Four are described in this help page.
Items can be imported.
ADD ITEMS IN THE ITEMS SCREEN
While you can add new items withthe Add icon, you'll have to switch to other screens if you want to add a new description, rate type or maintenance schedule, assign the item or record the item's cost. The NEW ITEM WIZARD and DUPLICATE ITEM WIZARD do that for you.
When you duplicate an item, all the fields in the items table are copied except the item number, serial number, license, license fee and alert date. The items table contains the un-changing data that describe your items, for example, an item's size and serial number. It doesn't contain data that changes when items are re-assigned, for example, the current assignment and cost (the cost of quantity items can change).
EDIT AND DELETE ITEMS IN THE ITEMS SCREEN
ASSIGN ITEMS TO JOBS, STORAGE SITES, ETC. FROM THE ITEM ASSIGNMENTS SCREEN
ASSIGN ITEMS TO OR PURCHASE THEM FOR OTHER ITEMS
Items can be assigned to or purchased for equipment, expensive tools and vehicles (but not inexpensive tools or consumables). You can, for example, assign items to or purchase items for a gang or utility box.
ADD AND ASSIGN ITEMS WHILE PURCHASING IN THE ORDERS - PURCHASES SCREEN
You can enter new item numbers while purchasing. This is particularly handy when entering new vehicle, equipment and expensive tool numbers, which must be unique, but can also be used to enter completely-new inexpensive tools or consumables. Just be sure to use your existing item numbers when re-stocking inexpensive tools or consumables you've entered before.
ASSIGNING AND PURCHASING NEW ITEMS ADDED WITHTHE ADD ICON
Items added in the Items screen can be assigned from the Fast add to cart or Items screens.
ADDING AND EDITING AN ITEM'S COST
An item's cost can be entered with the NEW ITEM WIZARD or DUPLICATE ITEM WIZARD or when purchasing an item. To manually enter or edit an item's cost ...
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.
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.
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