Managing Items

Item master data is a critical part of almost every business process. It controls how the item acts in the sales, purchasing, production, inventory, and service modules. An item master data record stores essential information, such as whether the item is purchased or sold, the price of the item, or the inventory level.

This video demonstrates how you can carry out the following tasks in SAP Business One, Web client: 

• View and manage different views of lists of items 
• Edit items with serials numbers and prices definition
• Define alternative items 

The following steps provide an outline of the task demonstrated in the Managing Business Items in SAP Business One, Web Client video.

1. To manage item list views, follow these steps:

   1. Under the Item Management tab, choose the Items tile. 

   2. To change the list view, next to All Items, select the drop-down.

   3. To input a specific item name, scroll through the list of items or use the search field.

2. To edit an existing item master data record, follow these steps: 

   1. From the list view, find the item you need to edit and select the arrow to the right of the item or select the item row.

   2. Choose Edit. 

   3. To change the relevant definitions for that item, select any of the tabs. 

   4. To save your changes, choose Update.

3. To define alternative items, follow these steps:

   1. On the home page, choose the Alternative Items tile. 

   2. Choose Edit. 

   3. To see the hierarchy of the defined alternative items, choose Expand. 

   4. Go to the end of the list of items and enter the item code for which you want to define an alternative item.

   5. In the Alternative Item column, enter the item code of the alternative item. 

   6. In the Match Factor column, enter a match factor value.  

   7. To define a reverse relationship between the alternative item and the original item, choose the alternative item row, and at the top, choose Reverse Link. The reverse relationship between the items appears automatically in the rows below.