product-item

How to work with items

Pimics works with the standard Business Central Items. In the next version we will add a support of Non-Stock Items (it's alse called Catalog Item) . Pimics doesn't have any additional table for items which you want to offer in your channels. The base Items and Non-stock items are extended by additional fields and related tables.

All the processes which is mentioned in the Microsoft documentation will work also in Pimics. These processess can be extended by us and also we created a new processes to be able to manage complex product data.

To create a new item or a new non-stock item follow Microsoft documentation.

Create a new item

Item is the lowest level of the catalog structure. Pimics makes it easy to set up, manage and maintain item data. Item Card displays product data - pictures, keywords and features - clearly and work with data is intuitive.

Data in Pimics is not just static, due to connection with your ERP system you have also ensured access to up-to-date information such as the price and warehouse availability of a product item.

To create a new Item

  1. Choose the Search icon, enter Items (Product Information/Items), and then choose the related link.
  2. On the Items page, choose the New action. If only one item template exists, then a new item card opens with some fields filled with information from the template.
  3. On the Select a template for a new item page, choose the template that you want to use for the new item card.
  4. On the Item FastTab, fill in the fields as necessary:
    1. Press Enter to generate No from the default No. Series or type in unique No. manually.
    2. In the Description field, enter the name of the item.
    3. Mark the checkbox Blocked if the created item should be blocked.
    4. In the Base Unit of Measure field, select from the existing Units of Measures, or create a new one.
  5. On the Pimics-General FastTab fill in the fields as necessary:
    1. System status shows the state of completeness based on the data quality check. See more system status.
    2. In the Standard Item group field, select the Item group you want to add this item to and from which it will inherit, or create a new one.
    3. In the Picture Document ID field, select main picture from list or create a new one.
    4. In the Checklist No. field, select the Checklist (see more Checklist).
  6. On the Pimics - Control FastTab fill in the fields as necessary:
    1. By ticking Inherits, select what the Item should inherit from the Standard Item Group.
    2. Tick the checkbox Catalog Item if the created item should be Catalog Item.

The easiest way how to create or manage items is to switch to Edit List (under action group Manage) or open items in the Excel by Edit in Excel (under action group Page).

Manage product data

All data, which you want to set for items, you can manage dirrectly from Item card or list of items. PIM RibbonTab contains all types of data that you can assign to item. You can assign to an item the data as Features, Translations, Cross references (for example, accessory, components and so on), Description, Keywords, Class, Pictures, Documents, Media, Graphics and CAD Drawings.

Besides assigning the data directly to item, you can also set which data should be inherited for particular item. Pimics - Control FastTab contains fields for setting which data should be inherited from higher category Standard Item Group. See more details about Inheritance.

Certify

Every item or category can have in one moment one type of status based on the System status field. It is possible to certify an item from the status New to status Certified.

  1. Choose the Search icon, enter Items (Product Information/Items), and then choose the related link.
  2. Choose Item Card and open it.
  3. On the Pimics - General FastTab, specify a checklist number in field Checklist Number.
  4. Select Certify in Related under Quality Management.
  5. The field System Status shows the current state of the data.
  6. If System Status is not Certified, you can see output from the certification in Certification Log in Related under Quality Management.

Besides determining the particular Checklist Number, you can also set, who is responsible for comleting the missing data about the particular item when the output of certification is warning or error. For this purpose the Pimics - Control FastTab contains two fields:

  • Data Resolution Type for determining if the responsible is user or user group
  • Data Resolution Code for determining a specific code of user or user group
Title: product-item, Author: Pimics Team