Adding Item Info Templates

Item Info may be accessed from three menu items:

• Inventory Options
• Purchasing Options
• Shipping Options

Each option will present the Item Info command option, allowing you access to Item Info.

1. To add an item info template, select the Item Info command option from one of the locations listed above.

2. A Select An Item Info window will appear with the following options:

• Exit - select Exit to exit the menu option.
• Add - Select Add to create a new Item Info template.
• a list of existing item info templates with the ID, Item Info Template Name, Item info text field names.

Select ADD.

3. At the Item Info field, enter a unique, single character alpha identifier for the Item Info template. There is hidden Item Info template type named N for none, therefore you cannot create another N type of Item Info ID.

4. Enter a name for the item info template type.

5. Specify whether the item info template will be used as an (I)tem or product type, or (S)eafood type , which denotes a special type of Item Info template. The seafood designation opens up other fields used in the system which relate to tracking fishing vessel landing information as required by the National Marine Fisheries Northeast Region – SAFIS reporting system.

6. For each of the next eight fields:

• Enter a name for the text field (up to 13 characters) if used. If the name is blank the text field will not be used.
• For the Text 2 field, specify the length of the fields as 30 = 30 characters or 15 = 15 characters. The length of text fields 3 and 4 are determined in Item Options. The remaining text fields lengths are system defined and cannot be changed.
• Determine which fields will print on the paperwork for each transaction type (see Item Info for list of field descriptions). For each transaction type, specify whether the field is not using the item info on that paperwork (N = not using), using the item info (Y = using), or whether you want to suppress (S = suppress) the field name for that item info. If Trace reporting is activated in Interface Options, select if the field will be used in the Trace XML Import Trace Document along with the field name by selecting Y, Exclude from the trace document by selecting N or include the field contents in the trace document without the field name (S), (text fields only - date fields have the Y/ N options only). See Trace Overview for more information.
• Enter the desired sort order for the field relative to the other item info text and date fields and the Country of Origin.

7. Set the print country of origin on UO- Unshipped Orders, Pl - Pick List by Order, SO- Shipped Orders and LS-Load Sheets to E= COOL Identity name to print the COOL Identity name, A= COOL Identity ID, or alias B= Both the COOL identity name and COOL Identity Id or N= Do Not print the COOL identity of the unshipped sales order, Pick List, Pick List by Order Load Sheet, and Shipped Order - all other forms will print using the English or Cool Identify name . Enter the desired sort order for the field relative to the other item info text and date fields and the Country of Origin.

If Trace reporting is activated in Interface Options, select Yes to include the COOL information, No to exclude the COOL information on the Trace Document. The country and method of production assigned is based on the method of production and countries assigned to the COOL Identity. The system will translate the COOL Identity based on the method of production ID and method type assigned to the ID and identify the method as Wild, Farmed, Raised from Wild and the countries of Catch, Harvest, Initial Processing, Processing, and Disassembly. See using Trace for more information

8. Sell By Dates: The system can calculate sell-by dates which can be printed on transactions and labels. If you do not want a sell-by date to appear for the item info category, enter N (N = not using). If you want a sell-by date to appear, the starting date of the calculation can be specified in a few ways. Enter: 

• S – Enter S to always use the ship date.
• Y – Enter Y to use the ship date if the item is an unlotted item or the lot opening date if the item is a lotted item.
• 1 – Enter "1" to use the date entered in the Date 1 Name field of the Item Info screen. (If no date is entered the system will use the Lot Open or Shipping Date as in Y.)
• 2 – Enter "2" to use the date entered in the Date 2 Name field of the Item Info screen.

The sell by date will be calculated using the starting date selected PLUS the number of days you specify in the Sell By Days field for the item.

The sell by date will print on the UO - Unshipped Sales Orders, SO - Shipped Sales Orders, BL- Bill of Lading and IN- Invoice and the Trace XML Import Trace Document based on the above setting.

Note: The dates specified as the sell-by date for the item may be overridden by specific customer requests, which may be found in the customer Item Alias and Item Alias Group functions.

9. Specify whether you want the lot number to be printed on the various types of paperwork. Select Yes to print the word "Lot" in front of the Lot Number , N- to exclude the lot number, or S - to include the lot number and suppress the word "Lot" The lot number will always print on Releases.

10. Specify which quantity and unit of measure to print on forms. You may specify the ordered or unshipped quantity in the ordered unit of measure, the pricing unit of measure, the stocking unit of measure and the quantity in weight. The units of measure are defined in the Item table. Rarely would all units be shown. The system will not show duplicate units. Therefore, if an item is sold, stocked, and priced by the pound, only one quantity will appear: pounds. If you elect to display the ordered quantities, then the system's Slash-Dot notation will appear to indicate cases and partial case units, based on the item pack preferred notation of slash or decimal.

11. Enter the Dealer Permit number for this Item Info category template in the Dealer ID field.

12. Enter the Trace source product Item Info Field Names, link Source, and Size. See Item Info for list of field descriptions and source links for each source product attribute. The user can specify any or all of the attributes to be used for the Item Info Template. A minimum of three attributes must be selected. See Trace Overview for more information. Vendor specific overrides can be created for each Vendor . Vendor item alias can be created by vendor by selecting the Item Aliases option for the vendor or from Vendor Item Aliases.

• Item Code
  • Enter the Trace Attribute system default field name to be used for the Vendor item code field. The default is "Item Code".
  • Select whether the Trace Attribute system default for the for the source product ID will be entered at the time of receiving or default from the Item ID, the vendor's item alias or one of the text fields A = Ask, V = Vendor Item Alias, I = Item, 1 = Text1, 2 = Text2, 6 = Text6, N = Not Using. The default is I = Item Code.
  • Enter the Trace Attribute system default Item Code field length between 8 to 25 characters. The default length is 8.

• PO Number
  • Enter the Trace Attribute system default field name to be used for the Vendor Purchase Order Number field. The default is "PO Number".
  • Select whether the Trace Attribute system default for the Vendor's source product purchase order number will be entered at the time of receiving or default from the Purchase Order Number or one of the text fields A = Ask, T = Transaction Number, 1 = Text1, 2 = Text2, 6 = Text6, N = Not Using. The default is T = Transaction Number.
  • Enter the Trace Attribute system default Purchase Order Number field length between 5 to 50 characters. . The default length is 5.

• Production Date

  • Enter the field name to be used for the Vendor Production Date field The default is "Prod Date".
  • Select whether the Trace Attribute system default for the Vendor's source product Production Date will be entered at the time of receiving or default from either of the two date fields: A = Ask, 7 = Date1, 8 = Date2, N = Not Using. The default is N = Not Using.

•  Batch Number
  • Enter the Trace Attribute system default field name to be used for the vendor Batch Number field. The default is "Lot Number".
  • Select whether the Trace Attribute system default for the Vendor's source product Batch Number will be entered at the time of receiving or default from one of the text fields A = Ask, 1 = Text1, 2 = Text2, 6 = Text6, N = Not Using. The default is N = Not Using.
  • Enter the Trace Attribute system default Batch Number field length between 8 to 50 characters. The default is 12.
• Custom 1
  • Enter the Trace Attribute system default field name to be used for the Vendor Custom 1 field . The default is "Custom 1".
  • Select whether the Trace Attribute system default for the Vendor's source product Custom 1 field will be entered at the time of receiving or default from one of the text fields A = Ask, 1 = Text1, 2 = Text2, 6 = Text6, N = Not Using. The default is N = Not Using.
  • Enter the Trace Attribute system default Custom 1 field length between 1 to 50 characters. The default is 10.
• Custom 2
• Enter the Trace Attribute system default field name to be used for the Vendor Custom 2 field. The default is "Custom 2".
• Select whether the Trace Attribute system default for the Vendor's source product Custom 2 field will be entered at the time of receiving or default from one of the text fields A = Ask, 1 = Text1, 2 = Text2, 6 = Text6, N = Not Using. The default is N = Not Using.
• Enter the Trace Attribute system default Custom 2 field length between 1 to 50 characters. The default is 10.

13. Select Add to save the changes

For more information on the Item Info option see Item Info.

Security Required : System - System Administration