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General Tab
The General Tab contains a wide variety of elements pertaining to the characteristics of the inventory item. Click Edit to modify the field contents.
Resell and Taxation Controls
Resellable
Uncheck this box if the item is no longer available in the inventory to sell. If Resellable is unchecked, the item does not appear in item searches or in the Item Listing report by default.
To view items not marked Resellable using Find Item, uncheck Only Resellable Items.
With Variable Costing checked, the system derives a cost for the current item based upon the retail price entered. For non-stock items, the Variable Cost % field appears within the Pricing section of the screen. Enter the percentage of retail price to represent the cost of goods sold (COGS) for the item.
For more information on variable costing, see Variable Cost.
Taxable
This indicates whether sales tax applies to the item, independent of the tax status of the target customer. The Sales Tax report provides a summary of tax collected for a specific period.
Tax Table
The tax type further defines the tax status of the current item. There may be multiple tax types to select from for both taxable and non-taxed items. Select the correct tax type from the dropdown menu.
Tax Tables and Taxable Item Types are set up in System | Support Files | Sales Tax Menu.
For more information on taxation and setup of tax options, see Taxation.
The Ag Taxation Option allows a non-taxed status to be automatically applied to designated items for customers that are taxed for the majority of items within the retail store but are not taxed for select agricultural items.
CPM
The Commodity Price Matrix allows you to apply different pricing schemes to the current item. Select either Column or Matrix Quantity Breaks. Column Quantity Breaks allow for price breaks for quantity purchases. Matrix Quantity Breaks allow for more complex price breaks based on quantity, taxonomy, cost, or other factors.
You can create your own price scheme matrix within IC | Mass Pricing | Scheme Matrix.
To use the Commodity Price Matrix, the appropriate matrix must be selected selected in System | Company Setup | Inventory Page 2 | Commodity Item Pricing.
If partial amounts of the sellable unit can be sold, enter the number of decimal places to be used.
H W L
You can enter height, width, and length dimensions for stock items with a matrix of None.
With a matrix of Board Ft or Square Ft, the dimension fields change accordingly. Use the Dimensional Calculator to calculate the total board footage or square footage per stocking unit of the item.
The calculated board footage is used to convert the per thousand board foot cost to the stocking unit of measure.
This option is restricted to specific TransActPOS installations based on Serial number. Select Yes from the dropdown to indicate that this item ships in a single box or No to indicate that multiple item may ship in a single box. This is helpful for shipping sales orders to provide UPS tracking.
Weight
Enter the weight of the sellable unit. The total weight of a quote, sales order, or invoice appears at the bottom left of the document for those items that include a weight.
Checking the Special Order option invokes a number of unique capabilities of this item type:
Entry of description
Entry of retail price
Entry of cost
The Item ID for this type of item may be entered as "SOI" for Special Order Item which is only a name. Checking this option turns of the unique feature when quoting, selling, or ordering products that are not typically stocking products. These items typically have an Item Type of Non-Stock.
Not Available
If checked, this indicates that the current item is no longer available from the vendor. Items checked Not Available do not appear in the Reorder process nor on the Purchase Order Detail screen. The Mass Item Changes utility can assist in changing this value on a large scale instead of individual edits.
No Discounts
Checking No Discounts prevents any discounting on the current item.
This only applies to regular discounts, such as percentage or dollar off. If you wish to also prevent payment discounts from being applied to the current item, you must also check Item "No Discount" includes Payment Discount Terms in System | Company Setup | Inventory Page 1. "No Payment Discount" is added to the item description within the resulting invoice.
Stock Alert
This allows the system to notify the user that a reorder requirement has been met for the indicated item. For a stocked item to be posted to the Stock Alert list, it must have Stock Alert checked in its inventory file, and its on-hand quantity must fall below the specified Min quantity.
Go to IC | Stock Alert to turn on the utility and view the Stock Alert list.
For more information on how to use Stock Alert, see IC | Stock Alert.
No Mass Pricing
Check this to protect the retail price of the item from automatic price adjustments within Mass Pricing. Items with No Mass Pricing checked can also be filtered within the ECatalog Price Comparison Tool.
No 3rd Party
This excludes 3rd Party Pricing tools (such as Margin Master) from making retail price changes to the item. Items with No 3rd Party checked can also be filtered within the ECatalog Price Comparison Tool.
Warranty Info
When an item marked Warranty Info is purchased, a notice is displayed, and the user is prompted to enter a customer.
This option is typically turned on for Stock Serialized items to provide customer information for warranties.
If your store uses the TransActPOS Service module, historical sales of serialized items can aid in building a new service ticket. Upon entering a customer when creating a service ticket, the system provides a list of serialized items purchased by that customer. Once an item is selected, its make, model, serial number, and warranty information are automatically filled in.
For more information on service tickets and warranties, see Service Tickets.
Force Load Ticket
This ensures a load ticket is automatically printed when this item is purchased.
Drop Ship Item
This indicates that the current item is always drop shipped to the customer.
During the receiving process, depending upon the options selected at the time of processing, an item label can be printed. A number of variables will determine if the label will print. Please review the receiving options for further information.
Bin
During the receiving process, depending upon the options selected at the time of processing, a bin label can be printed. A number of variables will determine if the label will print. Please review the receiving options for further information.
ESL
This is automatically checked for items that are linked to the ESL (Electronic Shelf Labels) within the TransActPOS Wireless app at stores with integrated electronic shelf labels. This can only be unchecked within the TransActPOS Wireless app.
If this is checked, then during the IOR receiving process a corresponding check box appears on the receiving screen to indicate that a security tap should be placed on this item.
Facings
Enter the number of facings this SKU occupies on the shelf. When printing labels, a label is printed for each facing.
If you have additional locations entered for the SKU, a label is printed for each additional location as well as for each facing. To use this feature, Print additional label for each location must be checked in System | Company Setup | Inventory Page 1.
You can enter an internal note pertaining to this item.
Mfg (Manufacturer)
This is the product's manufacturer. If the manufacturer is not entered from the item's eCatalog file, you can enter one manually by selecting it from the drop down menu. The drop down list is maintained in Inventory Control | Support Files | Manufacturer.
Mfg Model
The Mfg Model indicates the manufacturer's model number for the current inventory item.
Substitute
Indicate the substitute item number for the current item, if applicable.
The primary key is an internal integer built into the system that allows the user to change the item ID of an item and retain its historical data.
MSRP
This is the Manufacturer's Suggested Retail Price.
TransActPOS monitors the values entered into the MSRP and Retail Price fields. If Sync MSRP and Retail price changes is checked in System | Company Setup | Inventory Page 1, the system automatically changes the MSRP to match the retail price if a differing value is entered for either. This guarantees that your retail price is never greater than the MSRP.
Promo
This is the current promotional price from Sale Prices in IC | Inventory File | Prices Tab.
Promotions are managed within POS | File Maintenance | Promotions.You can delete the current item from a promotion through Sale Prices, but all other changes to a promotion must be done through the POS module.
Retail Price
This is the price set by your store at which to sell the item. If no other discounts apply during the sale of the current item, this is the price that appears on the invoice screen and is charged to the customer.
Rounded From
If your store utilizes the Rounding Table, an additional field appears below the Retail Price field displaying the rounding effect. When you enter a Desired GP%, the system calculates a new retail price for the item. If the new price falls within the rounding table parameters, the system automatically replaces the new retail price with the rounded retail price.
A few costs with different sources are presented. These values are calculated and cannot be edited.
Cat. Cost
This indicates the assigned cost from the source catalog.
Last Cost
This is the item's last order cost.
Avg. Cost
This is the current average cost for the item.
Weighted Average Cost
The unit cost is based on an average of all units of that item. During the receipt of inventory, Inventory Control adds the total cost of all units received to the current total cost of the items on-hand. This total cost is then divided by the total on-hand quantity.
For example:
Qty
Cost Per Unit
Extended Cost
Beginning Inventory
10
$10.00
$100.00
Inventory Receipt
5
$11.00
$55.00
Ending Inventory
15
$10.33
$155.00
The current item shows 10 units on-hand at $10 per unit. An inventory receipt is posted for five units at $11 per unit. The new on-hand quantity is15 and the weighted average cost is $10.33 per unit.
Gross Profit Percentage
Gross profit percentage (GP%) is your retail price minus cost, or profit, represented as a percentage. A few GP% values based on different costs are presented.
Catalog Cost GP% is based on MSRP and catalog cost. This value is calculated and cannot be edited.
Replace GP%
Replace GP% is based on retail price and catalog cost. If there is no catalog cost for an item, the last cost is used instead. This field can be edited and changes your retail price accordingly. This can be very useful in getting the exact profit you desire.
Retail GP%
Retail GP% is based on retail price and average cost. This value is calculated and cannot be edited.
Desired GP%
You can enter a GP% for the profit you wish to make on this item. The retail price is back-calculated to ensure this GP% is met. If your store utilizes the Rounding Table, the retail price is rounded based on the rounding table parameters.
This field is also used during the Ecatalog Price Control process and overrides the catalog's price with the GP% based retail price.
Taxonomy describes the hierarchy used to categorize and organize items in your store. The taxonomy can be used in advanced lookup and reporting functions to acquire more precise results. Taxonomy categories are maintained in IC | Support Files.
Class is the broadest category, then Code, Fine, and Sub-Fine. The item can be further categorized using the Seasonal field. Select the correct value from each dropdown menu as desired. You do not have to enter a value for each field.
FineLine is the classification code provided by the vendor for this item. Click the ... button to the right to view other items in your inventory with the same FineLine value.
This is the unit of measure of the sellable unit. Click the ... button to the right to select a unit of measure.
No Price
Check this box in order to ONLY print the quantity break price on the label. This is useful when you stock an item like cable by the roll but only sell it by the foot. Only the per foot price is printed on the label, and the roll price is not displayed at all.
To make this feature available, Turn "ON" No Price Item Feature must be checked in System | Company Setup | Inventory Page 1.
Purchase Unit
This is the unit of measure of the purchase unit. Click the ... button to the right to select a unit of measure.
Only
Checking this means the item can only be purchased in the selected Purchase Unit.
Order Qty
This indicates the default quantity to place on an order when reordering an item.
Min
This is the minimum quantity to be kept on-hand of the current inventory item and is used in calculating reorders. Checking Protect excludes this value from being recalculated when running Recalc Order Mins.
Order point is based on Inventory Item Minimum minus one.
Max
The Max field indicates the maximum quantity to be kept on-hand of the current inventory item and is used in calculating reorders.
Abs. Mins.
Absolute Minimums allows you to carry a different minimum on-hand quantity for each month. For example, your store may wish to keep more lawn mower blades on hand through the summer months than through the winter months. Click Abs. Mins. to enter a minimum on-hand quantity for each month.
After the minimums have been entered, they are displayed to the left of the quantity fields.
Check No Commission if commission cannot be earned on this item.
Comm. Cost
Enter the cost for the commission on this item if it is different than the original cost for this item.
Spiff
Indicate the available spiff (incentive dollars) for thesalesperson of the current item. The spiff is included in the commission calculation and report.
Last Physical
This is the date the quantity in physical inventory was last changed via Adjust Qty.
Entered
This is the date the information for this item was first entered.
The 
The primary key is an internal integer built into the system that allows the user to change the item ID of an item and retain its historical data. 
