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Item or Card List setup - Custom Lists and Fields
Item or Card List setup - Custom Lists and Fields

Setting up custom item lists and fields

Updated over 4 months ago

Description

This document explains how to setup Item Lists and Fields.

Detail Steps

It is important that Item numbers are unique and that item names and descriptions are complete. In order to get benefit from the WMS Custom Lists and Custom Fields should be allocated and labelled using the LISTS menu item and be no less than 5 letters or numbers long.

Workflow Restrictions

  • BARCODES must be allocated to an Item Custom Field, the default for the WMS is Custom Field #1.

  • The WMS provides advanced text searching of the custom fields, while custom lists are used to GROUP items into categories. It is recommended that you reserve Custom Fields for information that is diverse or unique to just that item. Some examples shown above include alternate part numbers, colour etc.

  • If you want to use the Item Number as the Barcode, it is recommended the entire Item List be exported, copy the Item Number to Custom Field #1 then import and update.

  • Custom Field Header names must be entered into the WMS directly through the Tools Preferences, Inventory Tab.

Related Information

None

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