Using the Item table in Infoplus, you can create, edit, and delete items (SKUs) one at a time or in large batches. This article will explain where to find the Item table and how to fill out the required fields for each item.
Pro Tip: If you will be working with Kits or KODs (Kits on Demand), you will need to create the top-level Kit SKU (the SKU available for ordering) and any Component SKUs (SKUs to be included in the Kit) before you can create the Kit in Infoplus. See Create a Kit for more information.
NOTE: As part of your Infoplus setup, a master record will have been created for each Line of Business which contains defaults for many fields in a new item record. When you see completed fields in a new record, it is likely coming from that master record. You can leave the default, or modify the field.
How to Create an Item
1. Access the "Item" table. Two methods:
- Via the Dashboard: Click Warehouse Operations > Item Management > Item
- Via the Quick Actions Shortcut: Press the dot (period) on your keyboard, then select "Item" from the list of Quick Actions.
3. Fill in the required fields at the top.
i. Enter the SKU for the item.
A SKU can be up to 100 characters and can include:
- Capital letters: A–Z (Infoplus will automatically change lowercase letters to capital letters)
- Numbers: 0–9- Special characters: # _ - / . ( )
- Spaces (do not use groups of two or more spaces together
Examples of a Good SKU
Examples of a Bad SKU
ii. Select a Line of Business in the LOB field.
iii. Enter a description for the item into the Item Description field (i.e., Generic White Binders).
- You may use up to 40 characters for this field.
iv. Enter an Additional Description if desired.
Pro Tip: When viewing an item in the table, there's also a Full Description field. Full Description is the combination of the Item Description and the Additional Description. The full description has a character limit of 250.
v. Enter a Packing Slip Description if desired. (This can be used as the Line Item Description in the Packing Slip Template.) Packing Slip Descriptions can be set separately from Item/Additional Descriptions as this is the language that will print directly to the packing slip and will appear nowhere else on the order.
vi. Enter a Vendor SKU, if applicable (i.e., if you need to display the Vendor SKU on the packing list).
vii. Enter a UPC, if applicable (i.e., if you need to display the UPC on the packing list. It is listed under the Alcohol tab at the bottom of the screen).
viii. Select a Unit Description from the drop-down menu (i.e., each, binders, bottles, pads, etc.).
- Here is an article on how to create, edit, and delete Unit Descriptions.
ix. Enter the Units Weight (lbs) (i.e., the total weight of a wrapped unit impacts shipping selections and
x. Modify the Status of the item, if needed:
|Item Status Types||Descriptions|
|Active||Can be ordered and will be restocked when inventory is low|
|Deplete||Is stocked but is not planned to be reproduced. Once inventory is gone, no backorders will be created and orders will be shipped minus the depleted item.|
|Blocked||Can no longer be ordered or replenished|
|Placeholder||Is created but the item itself is not orderable or stocked|
|Outside Vendor||Will be fulfilled by an outside business partner|
4. If desired, attach a Primary and/or Pick image to the Item record.
- A "Primary" image is typically what the individual item looks like (i.e., if selling binders, it's an image of the binder).
- A "Pick" image is what a shipment of the item looks like (i.e., an image of the box of binders). This "Pick" image provides receivers and warehouse operations teams with a visual check of the item being picked for shipping.
Pro Tip: The "Attach Primary Image" and "Attach Pick Image" options will not appear until after you have selected a Line of Business (LOB).
Here are the steps to add an image file:
Either drag and drop the file onto the shaded area or click the Select File link and browse to the image file on your computer. The "Crop Image" window will display after you have selected your image.
Image file type .png or .jpg Image file size No larger than 2MB Image resolution Resolution cannot be less than 160 x160
- In the "Crop Image" window, drag the selection handles to crop the image, if necessary.
- Click Save Image. The image appears in the item record. If you want to crop or delete the image, click the links above the image.
|What is It?||Is it Required?||Notes|
|Alcohol||Do you ship any alcohol items?||No||N/A|
|Catalog||Connect an item to a catalog||Yes||This is often used by 3PLs who rely on catalogs that break items into unique categories|
|Details||This tab allows you to group and identify items within certain characteristics such as a maximum orderable quantity or affiliating an item with a charge code||Yes||Commodity Code: If this item will be used for international shipping, this is the code that will be sent to U.S. Customs as part of the request for international shipping labels. To add new codes to the list, please add them in the Commodity Code table.|
NMFC Code: (National Motor Freight Classification) When producing a Bill of Lading that contains this item, the NMFC code will appear. Please contact Infoplus Support to add additional NMFC codes to this list as needed.
Item Mixing Rules: If the item can be mixed with different items in forward or storage locations, select Multi. If the item needs to be stored by itself, select Single. See the Overview of Lot and Item Mixing Rules for more information.
Allocation Rule: Select whether the allocation of this item is guided by Strict FIFO, Weak FIFO, or Labor Optimized. For more information on these guidelines, read more about Allocation Rules.
Length, Width, Height: Enter the dimensions of the item for packing purposes
Top up: If the item should always be placed into a package with the top up, select True.
Ship Solo: If the item should always be shipped alone, select True.
Serial Code: Select whether the item contains serial numbers that must be recorded for inbound and outbound, or outbound-only shipments; or sequential numbering that must be recorded for an outbound shipment.
Secure: If the item needs to be in secure storage, select Yes.
Barcode Field: If the picker will be prompted to scan this item when picking, this field needs to indicate what the item's barcode represents: SKU, UPC, Vendor SKU, Product ID Tag, or a Custom Field. NOTE: The Pick Scan Scheme is what determines if a prompt should appear to scan an item when picking.
Warehouse Display Field: If Pick documents should display information from a particular field in the SKU section, select SKU, UPC, Vendor SKU, Product ID Tag, or a Custom Field. SKU is the default when no value is selected.
Product ID Tag Scheme: If you want to track this item by a Product ID Tag (an ID assigned to an item to provide an additional level of tracking), select the Product ID Tag scheme to use. See Create and Use a Product ID Tag Scheme for more information.
Receiving Criteria Scheme: If you have diverse receiving criteria, on a per Item basis you can assign Receiving Criteria Schemes to Items to be used during Interactive Receiving. See Warehouse App - Interactive Receiving for more information. See Receiving Criteria Scheme for more information.
ASN Rule - You have the ability to choose three different options on how you want to receive this Item via the Interactive Receiving app. You can require an ASN for receiving (ASN Required), you can do both ASN's and Blind Receipts (ASN Allowed) or you can choose to only allow Blind Receipts (ASN not Allowed). See Blind Receiving without ASN for more information.
Inner Pack Barcode: If you have the Quantity per Inner Pack field populated with a quantity, you can add a barcode value if your boxes have barcodes for the quantity.
Case Barcode: If you have the Quantity per Case field populated with a quantity, you can add a barcode value if your boxes have barcodes for the quantity.
Pallet Barcode: If you have the Quantity per Pallet field populated with a quantity, you can add a barcode value if your boxes have barcodes for the quantity.
Casebreak Enabled: If the item can be picked as a case, have the parcel label applied at the point of picking, and then be taken straight to shipping, select Yes. If the item should be picked and packed as eaches into a carton, select No. If you leave the field blank, the default is No.Assembly Instructions: Enter any special assembly instructions for this item (e.g. Use double bubble wrap for this item). These instructions will display on the Order Assembly Guide.
|Purchasing||These are indicators that will help you order and re-order this particular item. For example, can this item be ordered by a customer if you do not currently have any in stock? Is the item created only after it is ordered? Etc.||Yes||Low Stock notifications will not be sent if there is an open PO on the item.|
|Stock Status||indicate, if desired, a level at which the item should be considered for reordering. This can be done with a fixed reorder point (quantity) or lead time (in days). These settings are optional.||No||Customize your Dashboard to include Warning and Error to receive low stock notifications.|
Type: If you have multiple warehouses, selections for each building will display. If you want to make selections across all warehouses, use the "Overall" Type. If you only have one warehouse, the "Overall" Type will be the only one displayed.
Fixed Reorder Point: Type the quantity at which the "Low Stock Contact" should be notified of low stock so items can be reordered. The "Low Stock Contact" is selected under the Purchasing tab.
Note: If you have an alert set up for "Low Stock", you must include a Fixed Reorder Point for the alert to trigger.
Lead Time: Type in the amount of lead time (in days) when the "Low Stock Contact" should be notified of low stock. For example, to be notified when stock is down to a 30-day supply, type 30. The "Low Stock Contact" is selected under the Purchasing tab.
|Pricing||This is the price that the Item sells for. If this field is populated, the Sell Price gets added to ASNs and Quick Receipts when the Item is added as a Line Item.||No||If Orders are coming from an eCommerce platform, the price that is in the platform will be entered on the Order, not the Sell Price. Also, prices can be overridden when Bulk Loading Orders.|
How to Edit an Item
Pro Tip: You can edit one item at a time (instructions below) or edit multiple items at once using Bulk Edit.
- Access the “Item” table. (See instructions above.)
- Click on the item you want to edit.
- Click the Edit button at the bottom of the window.
- Make the necessary edits. (Refer to field descriptions above.)
NOTE: To edit the Item's Status, click the Change link that appears next to the Status field. See Change Item Status for more information.
- When finished, click Save.
Adding Additional SKUs to Items
1. Setup a Custom Field for the additional SKU in the Item table
2. Set the Warehouse Display ID to display SKU (Step 4 under 'Complete the necessary tabs at the bottom of the window' above)
- Note: If you do choose to set the warehouse display ID to display SKU, this alternate SKU value will show up not only in the "SKU 2" field on receipts but also in other screens and documents related to operations.
If you have an item that has a UPC value and you use the Warehouse Display Field of UPC (for SKU2), in addition to the SKU.
SKU or UPC Displayed Based on Location in Infoplus
Location in Infoplus
SKU or UPC
|Receiving Mobile Floor App||SKU|
|Work Ticket for a Fulfillment Pick||UPC|
|Perform Pick Work||UPC|
|Receiving Worksheet Putaway Ticket||SKU|
|Mobile Floor App Relocate Inventory||SKU|
|Inventory Relocation (Classic Mobile Floor Apps)||SKU|
|Order Assembly Guide||UPC|
- Access the “Item” table. (See instructions above.)
- Click on the item you want to duplicate.
- From the Actions menu in the top left, select Duplicate
- Change the SKU, along with any other fields that need to be changed, then click save.
- Access the “Item” table. (See instructions above.)
- Click on the item you want to delete.
- From the Actions menu, select Delete.
- Click OK through the confirmation message.