Skip to content
  • There are no suggestions because the search field is empty.

Managing Product Catalog

This job aid contains instructions related to managing inventory items in MYOB Acumatica.

Creating an Item Class for Stock Items

  1. Open the Item Classes (IN201000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Class ID box, type the unique identifier to be used for the item class.
  4. In the Description box, type a description of the item class that will help users to identify it.
  5. In the General Settings section on the General tab, do the following:
    1. Select the Stock Item check box to indicate that the system intends the item class for stock items.
    2. In the Tax Category box, select the tax category that the system will apply to all items of this class.
    3. In the Posting Class box, select the posting class that will determine the posting settings for items of this class.
    4. In the Availability Calculation Rule box, select the availability calculation rule that will calculate the availability of stock items of this item class.
  6. In the Unit of Measure section of the General tab, specify the following:
    1. In the Base Unit box, specify the unit of measure (UOM) that you will use as the base unit for items of this class. You can select a globally defined UOM or type a new UOM on the fly.
    2. In the Sales Unit box, specify the default sales unit for items of the class.
    3. In the Purchase Unit box, specify the default purchase unit for items of the class.
  7. On the form toolbar, click Save to save your changes.
  8. If needed, you can specify this item class as the default item class for stock item classes as follows:
    1. Open the Inventory Preferences (IN101000) form.
    2. In the Default Stock Item Class box of the Data Entry Settings section on the General tab, select the created item class from the list.
  9. On the form toolbar, click Save.

 

Creating a Stock Item

  1. Open the Stock Items (IN202500) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Inventory ID box, specify the unique identifier for the stock item.
  4. In the Description box, type a description of the stock item that will help users identify it.
  5. On the General tab, in the Item Class box, select the item class that will provide default settings for the stock item.
    Make sure, that the default settings copied from the item class are applicable to the stock item. If not, specify new values for settings, as needed.
  6. If needed, on the Price/Cost tab, specify the settings to calculate the cost and price for the stock item.
  7. If needed, on the Suppliers tab, add suppliers that supply the stock item to you.
  8. If needed, on the Packaging tab, specify the weight and volume dimensions for the stock item that third-party carriers will use.
  9. On the form toolbar, click Save to save your changes.

 

Creating an Item Class for Non-Stock Items

  1. Open the Item Classes (IN201000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Class ID box, type the unique identifier to be used for the item class.
  4. In the Description box, type a description of the item class that will help users to identify it.
  5. In the General Settings section of the General tab, specify the following:
    1. Clear the Stock Item check box to indicate that the item class is intended for non-stock items.
    2. In the Tax Category box, select the tax category that applies to all items of this class.
    3. In the Posting Class box, select the posting class that will determine the posting settings for items of this class.
  6. In the Unit of Measure section of the General tab, specify the following:
    1. In the Base Unit box, specify the unit of measure (UOM) that you will use as the base unit for items of this class. You can select a globally defined UOM or type a new UOM on the fly.
    2. In the Sales Unit box, specify the default sales unit for items of the class.
    3. In the Purchase Unit box, specify the default purchase unit for items of the class.
  7. On the form toolbar, click Save to save your changes.
  8. If needed, you can specify this item class as the default item class for non-stock item classes as follows:
    1. Open the Inventory Preferences (IN101000) form.
    2. In the Default Non-Stock Item Class box of the Data Entry Settings section on the General tab, select the created item class from the list.
    3. On the form toolbar, click Save.

 

Creating a Non-Stock Item

  1. Open the Non-Stock Items (IN202000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Inventory ID box, type the unique identifier of the item.
  4. In the Description box, type a description of the item that will help users identify it.
  5. In the Item Class box of the Item Defaults section on the General tab, select the item class that will provide default settings.
    Make sure that the default settings copied from the item class are applicable to the non-stock item. If not, specify new values for settings.
  6. If you have not specified an item class, do the following:
    1. In the Item Defaults section of the General tab, specify the following:
      1. In the Posting Class box, specify the posting class to provide posting settings for the item.
      2. In the Tax Category box, apply the tax category to the item.
    2. In the Unit of Measure section of the General tab, specify the following:
      1. In the Base Unit box, specify the base unit of measure for the item.
      2. In the Sales Unit box, specify the sales unit for the item.
      3. In the Purchase Unit box, specify the purchase unit for the item.
  7. If needed, on the Price/Cost tab, specify the settings to calculate cost and price for the non- stock item.
  8. On the form toolbar, click Save to save your changes.

 

Creating a Stock Kit

  1. Open the Stock Items (IN202500) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Inventory ID box, type a unique identifier of the kit.
  4. In the Description box, type an extended description of the kit that will help users to identify it.
  5. In the Item Class box of the Item Defaults section on the General tab, select the item class to provide the default settings for the kit.
  6. Make sure that default settings copied from the item class are applicable to the stock kit. If not, specify new values for the settings.
  7. In the Item Defaults section on the General tab, select the Is a Kit check box to indicate that the stock item you are creating is a stock kit.
  8. If needed, on the Price/Cost tab, specify the settings to calculate the cost and price for the stock kit.
  9. If needed, on the Packaging tab, specify the weight and volume dimensions for the stock kit that third-party carriers will use.
  10. On the form toolbar, click Save to save your changes.

 

Creating a Specification for a Stock Kit

  1. Open the Kit Specifications (IN209500) form.
  2. In the Kit Inventory ID box of the Summary area, select the stock kit for which you want to create a specification.
  3. In the Revision box, type the identifier of the kit revision, which is unique for the kit.
  4. In the Description box, type a description of the kit specification that will help users to identify it.
  5. Ensure that the user selects the Active check box.
  6. If you want to allow users to add components to the kit during assembly or shipping, select the Allow Component Addition check box.
  7. On the Stock Components tab, do the following for each stock item you want to add to the kit:
    1. On the table toolbar, click Add Row to add a new stock component.
    2. In the Component ID column, select a stock item to add to the kit.
    3. In the UOM column, ensure that the user selects a correct unit of measure for the item.
    4. In the Component Qty. column, specify the quantity of the stock item that you will assemble to the kit.
    5. If you want to allow the quantity of the stock item to vary in the kit, select the Allow Component Qty. Variance check box and specify the minimum and maximum quantity in the Min. Component Qty. and Max. Component Qty. columns correspondingly.
    6. If needed, in the Disassembly Coeff. column, specify a decimal value between 0 and 1 that will indicate to what extent the component can be returned to the inventory during disassembly.
    7. Select the Allow Component Substitution check box if needed to indicate that the stock item can substitute in the kit.
  8. If needed, on the Non-Stock Components tab, do the following for each non-stock item to add a non-stock item to the kit:
    1. On the table toolbar, click Add Row to add a new non-stock component.
    2. In the Component ID column, select the non-stock item that the user will add to the kit.
    3. In the UOM column, ensure that the system selects the correct unit of measure for the item. In the Component Qty. column, specify the quantity of the non-stock item that you will add to the kit.
    4. If you want to allow the quantity of the non-stock item to vary in the kit, select the Allow Component Qty. Variance check box, and specify the minimum and maximum quantity in the Min. Component Qty. and Max. Component Qty. columns, respectively.
  9. On the form toolbar, click Save.

 

Adding a Revision to a Stock Kit

  1. Open the Kit Specifications (IN209500) form.
  2. In the Kit Inventory ID box of the Summary area, select the stock kit for which you want to add a new revision.
  3. In the Revision box of the Summary area, type the revision identifier, which is unique for the stock kit.
  4. If needed, in the Description box, type a description of the revision that will help users to identify it.
  5. Ensure that the user selects the Active check box.
  6. Select the Allow Component Addition check box to allow users to add components to the kit during assembly or shipping.
  7. On the Stock Components tab, do the following for each stock item you want to add to the kit:
    1. On the table toolbar, click Add Row.
    2. In the Component ID column, select the stock item that you will add to the kit.
    3. In the UOM column, make sure that the correct unit of measure for the item is selected.
    4. In the Component Qty. column, specify the quantity of the stock item that you will add to the kit.
    5. If needed, select the Allow Component Qty. Variance check box, and specify the minimum and maximum quantity in the Min. Component Qty. and Max. Component Qty. columns, respectively, to allow the quantity of the stock item to vary in the kit.
    6. If needed, in the Disassembly Coeff. column, specify a decimal value between 0 and 1.
    7. If needed, select the Allow Component Substitution check box to indicate that the stock item can replace the kit.
  8. If needed, on the Non-Stock Components tab, do the following for each non-stock item to add a non-stock item to the kit:
    1. On the table toolbar, click Add Row.
    2. In the Component ID column, select the non-stock item that the user will add to the kit.
    3. In the UOM column, make sure that the correct unit of measure for the item is selected.
    4. In the Component Qty. column, specify the quantity of the non-stock item that you will add to the kit.
    5. If needed, select the Allow Component Qty. Variance check box and specify the minimum and maximum quantity in the Min. Component Qty. and Max. Component Qty. columns, respectively, to allow the quantity of the non-stock item to vary in the kit.
  9. On the form toolbar, click Save.

 

Assembling a Stock Kit

  1. Open the Kit Assembly (IN307000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, do the following:
    1. In the Type box, select Production.
    2. In the Date box, specify the correct business date.
    3. In the Post Period box, specify the correct period for posting the transaction.
    4. In the Inventory ID box, select the stock kit you want to assemble.
    5. In the Revision box, select the revision of the kit specification that you want to use to assemble the kit.
    6. The system will insert information about the stock and non-stock components on the corresponding tabs of the form.
    7. In the Warehouse box, select the warehouse that performs the assembly.
    8. In the Quantity box, type the quantity of kit units you want to assemble.
    9. If needed, in the Description box, type a description of the assembly that will help users to identify it.
  4. On the form toolbar, click Save to save your changes.
  5. On the form toolbar, click Release to release the assembly document.
  6. On the Financial tab, make sure that the system has added the number of the general ledger batch with the appropriate transactions.

 

Disassembling a Stock Kit

  1. Open the Kit Assembly (IN307000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, do the following:
    1. In the Type box, select Disassembly.
    2. In the Date box, specify the correct business date.
    3. In the Post Period box, specify the correct period for posting the transaction.
    4. In the Inventory ID box, select the stock kit you want to disassemble.
    5. In the Revision box, select the revision of the kit specification that you want to use to disassemble the kit.
    6. The system will insert information about stock and non-stock components on the corresponding tabs of the form.
    7. In the Reason Code box, select reason code used to record costs for the kit disassembling operation.
    8. In the Warehouse box, select the warehouse that performs the disassembly.
    9. In the Quantity box, type the quantity of kit units you want to disassemble.
    10. If needed, in the Description box, type a brief description of the disassembly.
  4. On the form toolbar, click Save to save your changes.
  5. On the form toolbar, click Release to release the disassembly document.
  6. On the Financial tab, make sure that the system has added the number of the general ledger batch with transactions.

 

Creating a Non-Stock Kit

  1. Open the Non-Stock Items (IN202000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Inventory ID box, type a unique identifier of the kit.
  4. In the Description box, type an extended description of the kit.
  5. If needed, in the Item Class box of the Item Defaults section on the General tab, select the item class to provide default settings for the kit.
    Make sure that default settings copied from the item class are applicable to the non-stock kit. If not, specify new values for the settings.
  6. In the Item Defaults section on the General tab, select the Is a Kit check box to indicate that the non-stock item you are creating is a kit.
  7. If needed, on the Price/Cost tab, specify the settings to calculate the cost and price for the non- stock kit.
  8. On the form toolbar, click Save to save your changes.

 

Creating a Specification for a Non-Stock Kit

  1. Open the Kit Specifications (IN209500) form.
  2. In the Kit Inventory ID box of the Summary area, select the non-stock kit for which you want to create a specification.
  3. In the Revision box, type the identifier of the specification revision, which is unique within this kit.
    When creating a specification, you are also creating the first revision of this specification.
  4. In the Description box, type a description of the kit specification that will help users to identify it.
  5. Ensure that the user selects the Active check box.
  6. Select the Allow Component Addition check box if you want to allow users to add components to the kit during assembly or shipping.
  7. On the Stock Components tab, do the following for each stock item you want to add to the kit:
    1. On the table toolbar, click Add Row to add a new stock component.
    2. In the Component ID column, select the stock item that you will add to the kit.
      Any lot- and serial-tracked stock items can be added to the specification of a non-stock kit, except for the items with the When Used assignment method or with the User-Enterable issue method specified for their lot/serial classes on the Lot/Serial Classes (IN207000) form.
    3. In the UOM column, make sure that the correct unit of measure for the item is selected.
    4. In the Component Qty. column, specify the quantity of the stock item that you will add to the kit.
    5. Select the Allow Component Qty. Variance check box and specify the minimum and maximum quantity in the Min. Component Qty. and Max. Component Qty. columns correspondingly to allow the quantity of the stock item to vary in the kit.
    6. If needed, in the Disassembly Coeff. column, specify a decimal value between 0 and 1 that will indicate to what extent the component can be returned to the inventory during disassembly.
    7. Select the Allow Component Substitution check box if needed to indicate that the stock item can substitute in the kit.
  8. On the Non-Stock Components tab, do the following for each non-stock item you want to add to the kit:
    1. On the table toolbar, click Add Row to add a new non-stock component.
    2. In the Component ID column, select the non-stock item that the user will add to the kit.
    3. In the UOM column, make sure that the correct unit of measure for the item is selected.
    4. Specify the quantity of the non-stock item to add to the kit in the Component Qty. column.
    5. Select the Allow Component Qty. Variance check box and specify the minimum and maximum quantity in the Min. Component Qty. and Max. Component Qty. columns, respectively, to allow the quantity of the non-stock item to vary in the kit.
  9. On the form toolbar, click Save.