Creating Items for NetSuite WMS

Items are the goods you receive, store, or ship within your warehouse, as well as the parts or raw materials you purchase from vendors.

On the item record, NetSuite WMS provides additional fields that you can set based on the item type and on your business requirements.

You can create items for locations that use or do not use bins. You can assign preferred bins, enable storage of different items in bins, and specify replenishment limits used in replenishment reports. You can skip these bin settings for warehouses without bins. However, you should enable bin usage for items associated with other warehouses that use bins. For more information about bins, see Creating Bin Locations or Carts.

If you have multiple locations, you can set a preferred bin for each of them. The Preferred bin setting affects bin recommendation and bin list sorting for outbound order picking. For vendor return picking, the app recommends and sorts according to preferred bin settings before bin sequence numbers. You can use replenishment plans to replenish items in preferred bins. For more information, see Recommended Bin Sorting or Associate Bins with Items.

You can create multiple item records at one time by adding the item details to a CSV file and using the Import Assistant to upload the file to NetSuite. For example, you can configure a Use Bins column in the CSV file to check the Use Bins box on each item record at the time of import. For more information about CSV imports, see Importing CSV Files with the Import Assistant or Tips for Successful CSV Imports.

If you use the Lot Auto Numbering SuiteApp and the Autogenerate Lot Numbers system rule, you can enable it for an item. After you enable it, you can assign your lot number formats and additional lot fields. For more information, see Lot Auto Numbering SuiteApp. To enable the system rule, see System Rules for NetSuite WMS.

To create an item for NetSuite WMS:

Go to Lists > Accounting > Items > New.
On the New Item page, select one of the supported item types:
- Assembly/Bill of Materials (also Lot Numbered or Serialized)
- Inventory Item (also Lot Numbered or Serialized)
- Kit/Package items
- Non-inventory and service items (For Sale or For Resale only)
  
  Note:
  To pick or fulfill sales, transfer, or work orders for these item types, you must enable the Can be Fulfilled/Received setting on the item record. See step 9.
For more information, see Supported Transactions and Item Types.
On the item page, enter or select values in the following fields:
1. In the Item Name/Number field, enter a unique identifier for the item.
2. (Optional) In the UPC Code field, enter the item’s UPC.
  
  On the mobile device, you can enter items using the UPC, instead of the item name or number.
3. In the Primary Units Type field, select the unit type for the unit of measure you want to assign to this item.
  
  For more information, see Setting Up Units of Measure.
4. (Optional) In the Item Process Family or Item Process Group fields, select a family or group, respectively, to which this item belongs.
  
  For more information about these fields, see Creating Item Process Families and Creating Item Process Groups.
5. For lot numbered items, in the Rotation Type field, select one of the following options:
  - FEFO – First Expired, First Out
  - LEFO – Last Expired, First Out
  Note:
  For locations that use bins, you can create pick strategies and add filters for the item process family, item process group, and rotation type. See Defining Pick Strategies.
(Optional) To set up calculated inventory counts for this item, on the Purchasing/Inventory subtab, do the following:
1. Click the Locations subtab.
2. Enter values in the following columns for each location in which you want to set up calculated inventory counts:
  
  Tip:
  If you use the Advanced Item Location feature for locations with no bins, set up the calculated inventory count fields on the Item Location Configuration popup window. To access this popup window, click Configure or Edit next to the location.
  - In the Inventory Classification field, select the ABC velocity code you want to assign to the item.
  - In the Inventory Count Interval field, enter the total number of days between required counts.
    
    For example, if you enter 30, NetSuite WMS calculates the date a count is required based on 30-day intervals.
  - In the Next Inventory Count Date field, enter the date of the next planned inventory count for this item.
    
    NetSuite uses this date to calculate when a count is required.
For more information about inventory counts, see Creating Calculated Inventory Counts.
On the Accounting subtab, in the Tax Schedule field, select the code or schedule.

For more information, see Setting Tax Codes or Tax Schedules on Item Records.
(Optional) On the Sales/Pricing subtab, In the Shipping section, in the Item Weight field, you can enter the default weight of this item. Then, beside this field, select the weight unit.

When you receive this item on the app, you can view the default item weight and unit.
(Optional) On the NS WMS subtab, you can set any of the following fields based on your warehouse requirements:
- Use Tally Scan – If you want to set up tally scanning for this item, check this box.
- Shelf Life in Days– Enter the number of days the item can remain in the warehouse.
- Thumbnail Image in App – Click the plus icon to open the File popup window. On this window, in the Folder field, enter and select Images. Then, choose the image of the item that you want to upload and display on information screens of appropriate mobile pages. Click Save to close the popup window and save the file in the Images folder of the file cabinet.
  
  The app converts images that you upload into thumbnails to fit information screens.
For locations that use bins, set any of the following fields:
- On the Purchasing/Inventory subtab, click the Inventory subtab, and then check the Use Bins box.
- (Optional) To let this item be mixed in a bin with different items and, for lot items, with different lots, on the NS WMS subtab, check the following boxes:
  - WMS Mix Items in Bins – Check this box to mix this item with other items regardless of item type.
    
    For lot items, if you also check the WMS Mix Lots in Bins box, you can also mix different lot numbers for the same lot item. In a sample Bin M, you can mix the following items: Item 1, Serial Item 4, Lot Item 2 with Lot #2, Lot Item 2 with Lot #3, and Lot Item 3 with Lot #3.
  - WMS Mix Lots in Bins – Check this box to mix a lot number with other lot numbers for this lot item.
    
    If you do not also check the WMS Mix Items in Bins box, you can mix different lot numbers, but for the same lot item only. In a sample Bin A, you can mix the following items: Lot Item 2 with Lot# 2, Lot Item 2 with Lot# 3, and Lot Item 2 with Lot# 4.
  Note:
  To mix two items or lots in the same bin, the same box must be checked on both item records.
- To manually replenish the item using a replenishment report, enter values in any of the following fields:
  - WMS Replen Min Qty – Enter the minimum quantity of an item that should be in stock before it can be replenished.
  - WMS Replen Max Qty – Enter the maximum quantity of an item that can be stocked during a replenishment.
  For more information, see Replenishing Inventory Using a Replenishment Report.
- If you want to assign a preferred bin for this item within a location, on the Bin Numbers subtab, select values in the Location and Bin Number columns, then check the Preferred (Per Location) box. Then, click Add.
  
  To set up a preferred bin for another location, repeat this step.
For locations that do not use bins, on the Purchasing/Inventory subtab, configure any of the following fields:
- (Optional) Click the Inventory subtab, and then check the Use Bins box.
  
  Important:
  For items associated with multiple locations that use and do not use bins, you must check the Use Bins box. For locations that use bins, this setting enables NetSuite WMS processing for these items.
- (Optional) If you want to assign a pick sequence number to the item or set up calculated inventory counts, do the following:
  
  Note:
  Before you can assign sequence numbers to items, you must enable the Advanced Item Location feature. See Enabling Features for NetSuite WMS.
  - Click the Locations subtab, and then next to the location that does not use bins, click Configure or Edit.
  - On the Item Location Configuration popup window, in the WMS Sequence Number field, enter the pick sequence number of the item in relation to other items within the same location.
  - If you want to fill out the calculated inventory count fields, see step 4.
  - Click Save.
  For more information about sequence numbers, see Item Sorting.
For the supported non-inventory or service item types, on the Preferences subtab, check the Can be Fulfilled/Received box.

For more information about this setting, see Entering Preferences on Item Records.
To set up lot autonumbering for a lot item, on the Lot Numbering subtab, check the Enable Lot Auto Numbering box. Then, to set the fields for the lot number format, see Lot Auto Numbering Subtab.

When you receive purchase orders through the app, you can enter the details for the lot number format, including those for any additional fields. For more information, see Receiving Orders.
(Optional) Set specific fields for each item type or other item fields. See Item Types or Creating Item Records.
Click Save.

To create an item for NetSuite WMS:

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