Overview

NorthScope allows users to add, edit, copy or remove items. These records are integrated with the Host System host system so that any changes made to common fields will be made in both systems if the Preference for “Enable Real Time Item Integration” outbound integration setup for Items in the Company module is set to “Yes” in NorthScope. This field can be located in the Preferences page in the Inventory module of NorthScope.immediate or timed. 

Required Prerequisites

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• • Financial Account Setup
  • Item Class Setup
  • Financial Account Setup
  • Unit of Measure Schedule Setup

Required NorthScope Prerequisites

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Optional Prerequisites

• • Item Attribute Class Setup

Optional Prerequisites

Optional NorthScope Prerequisites

• • Purchasing Preference “Enable Real Time Item Integration” set to “Yes”Item Attributes
  • Integration setup for Item 
  • Pallet Configuration Setup

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Click here to view the Item Properties help page  and and view what each property is responsible for.

• Attribute Class
• Item Class
• Item Description
• Item ID
• Item Type
• Manage Items By
• Quality Test Class
• UOM ScheduleValuation Method

Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the item record will be saved and the rest of the properties and tabs will be visible and ready for edit.

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Click here to view the Item Properties help page  and and view what each property is responsible for.

• Actual Cost
  • This field value defaults to '0.00000'
  Bar Code Label Description
  • Note: This field value defaults to match the Item Description.
• Base UOM
  • Note: This field value defaults from the UOM Schedule.
• Cost Group
  • This field defaults from the Item Class.
• Cost UOM
  • This field defaults to the first unit UOM if the item is managed by units only, otherwise it defaults to the first weight UOM. 
• Cubes per Box
• Cube Weight
• Current Cost
  • Note: This field value defaults to '0.00000'
• Employee DeductionDefault Price UOM
  • The selected Price UOM must match either the selected Unit UOM or the Weight UOM.
• Default Reporting UOM
  • This field defaults to the first unit UOM if the item is managed by units only, otherwise it defaults to the first weight UOM. 
• Expiration Days
  • Note: This field value defaults from the Item Class.
• Gross Pallet Weight
• GTIN
• Hold Code - New Lots
  • Note: This field value defaults from the Item Class.
• Hold Code - Sales Returns
  • Note: This field value defaults from the Item Class.
• Inactive
  
  • Note: This field value defaults to 'No'.
• Inventory Tracked
  • Note: This field value defaults from the Item Type selection.
• Inventory Unit UOM
  • Note: This field value only defaults if the Manage Items By selection is set to include units.
• Inventory Weight UOM
  • Note: This field value only defaults if the Manage Items By selection is set to include weight.
• Lot Tracked
  • Note: This field value defaults from the Item Class. 
• Market Cost
  • This field defaults to '0.00000'
• Pallet Configuration
• Price Decimals
  • Note: This field value defaults from the Item Class.
• Production Batch Class
• Quantity Decimals
  • Note: This field value defaults from the UOM Schedule.
• Require Whole Units
  • Note: This field value defaults to 'Yes'.
  • If the item's Variable Weight property is set to 'Yes', it's Require Whole Units property must also be set to 'Yes'.
• Sales Invoice Description
  • Note: This field value defaults to match the Item Description.
  Sales Order Price UOM
• Sales Order Unit UOM
  • Note: This field value only defaults if the Manage Items By selection is set to include units.
• Sales Order Weight UOM
  • Note: This field value only defaults if the Manage Items By selection is set to include weight.
• Shipping Description
  • This field defaults to blank and it is not required. 
• Shipping Weight
  • Note: This field value defaults to '0.00'
• Standard Cost
  • Note: This field value defaults to '0.00000'
• Valuation Method
• Variable Weight
  • Note: This field value defaults from the Manage Items By selection.
• Visible to WMS
  • Note: This field value defaults to Yes when the item class is Sales Inventory.
• Unit Decimals
  • This field value defaults from to the item's Item Class Unit Decimals. The value cannot be edited if the item has any history.
• Unit Tare Weight (Lbs)
  • This field is not required and it allows zero and any positive value. 
• UPC
• Weight Decimals
  • This field value defaults to the item's Item Class Unit Decimals. The value cannot be edited if the item has any history. 

Once the remaining properties are entered, click the “Save” icon on the header toolbar. If the save was successful, click on the Attributes Tab and enter the Item Attributes.

Note: A warning message will be displayed to the user if a value is entered that does not match the UOM the item is managed by.  For example, for a Unit only managed by item, the user will not be able to enter a Weight UOM value.

Step 4: Adding Item Attributes

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Click here to view the Accounts tab help page page for more information about these data fields.

• Assembly Variance
• Brokerage Accrual (Credit)
• Brokerage Expense (Debit)
• Brokerage Write Off
• Cost of Goods Sold
• Cycle Count Variance
• Depreciation
• Drop Ship Items
• Freight Accrual (Credit)
• Freight Expense (Debit)
• Freight Revenue (Credit)
• Inventory Adjustment
• Inventory Balance Sheet
• Inventory Returned as 'Damaged'
• Inventory Returned as 'In Service'
• Inventory Returned as 'In Use'
• Inventory Returned as 'Returned'
• Markdown/Discount
• Purchase Price Variance
• Sales
• Sales Returns
• Unrealized Purchase Price Variance

Step 6: Assigning Certifications

Click on the Certifications tab to assign certifications to the item. An item certification can be assigned in order for the item's corresponding lot(s) to also be marked with the certification, so long as the certification is item only or is Item & Site and the lot's site is also assigned the same certification. 

Click here to view the Item Certifications tab help page and view what each field is responsible for.

• Certification
• Select Box

Copying an Item in NorthScope

1. From NorthScope, expand the Inventory module on the navigation menu and select “Items”. This will open the Items List View which displays all items.
2. Select an existing Item to be copied and click the “Copy” icon from the toolbar to open the Item Copy Dialog box.  The Copy Dialog box contains the following fields:

Copy From

Item ID:  Displays the ID of the original item.  This field is not editable.

Description: Displays the description of the original item.  This field is not editable.

New Item

Item ID: This is a required field and will be the ID of the new item being added to the inventory items.

Description: This a required field that defaults to the original item description but can be edited.

UPC: This field is editable but not required.

GTIN: This field is editable but not required.

Copy This

Properties: A dropdown that defaults to Yes and is required.  This option is not editable.  This will copy the properties from the original item.

Accounts: A dropdown with ‘Yes’ or “No’ values that defaults to Yes and is editable.  This will copy the Accounts from the original item.

Attributes: A dropdown with ‘Yes’ or “No’ values that defaults to No and is editable.  If set to Yes, it would copy the Attributes from the original item.

Certification: A dropdown with ‘Yes’ or “No’ values that defaults to No and is editable.  If set to Yes, it would copy the Certifications from the original item.

3. Click the Save and Close toolbar icon. A message will be displayed stating the new item was successfully copied.  The new item will be added and displayed in the Inventory List View.