Creating a list of master items
You can create and manage a list of master items for your organization. Master items are common items that technicians can use while adding purchase items to their purchase orders. For each master item you can specify:
- Master Item Information
- Product Name
- Product Type
- Part Number
- Price
- Version
- Manufacturer
- Vendor Information
- Vendor name
- Maintenance Vendor
- Support Information
- Support type
- Warranty
- Contact name
You can also specify custom fields that enable you to specify customized text, integers, or dates for a master item.
To create a list of master items
- On the header bar, expand the hamburger menu and select Configuration.
- Click Purchasing.
- Click Master Items. Track-It! displays the Master Items module controls and the list of master items.
Click New. The New Master Item dialog is displayed.
In the Master Item Information section, enter the following details:
Field Description Product Type
(Required) From the drop-down box, select the product type. To add product types, see Defining asset types. Part Number Enter the part number associated with the master item. Price Enter the price for the master item. Version Enter the version of the master item. Manufacturer Enter the name of the manufacturer. (Optional) In the Vendor Information field, select the vendor from the drop-down box.
- (Optional) In the Support Information section, enter details for the warranty or contact.
- (Optional) In the Custom Fields, enter text or integers as needed.
When finished, click Save.
Track-It! saves the details for the master item and returns to the master items list.
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