Item Detail - Basic Info

Item ID is a unique 18 character system generated or user defined alpha-numeric value used to identify the item.

The 50 character alpha-numeric Description of the item that appears on purchase orders, sales receipts, and reports.

Category groups similar items together and applies default characteristics to the items such as Unit of Measure, Gross Margin, and the General Ledger accounts affected during Transactions. See Access Categories to learn more about editing or adding additional Item Categories.

Agrimine Reportable appears in red for items being tracked for reporting to Agrimine. See Access Categories to set this default for items.

Type defines the overall characteristics of the item.

• Inventory - A physical item available for sale.
• Non Inventory - A non-physical item available for sale such as a service fee or delivery charge.
• Kit - A collection of individual items sold together as listed on the BOM tab of the item. When Kit is selected as the Type, the Attribute field automatically updates to Kit Options. See below for more information. An item that's a combination of individual items to be sold together and listed on the BOM tab of the item. The Attribute field will update to Kit Options. A Kit item does not have on hand quantity.
• Spot Purchase - Items purchased on an "as needed" basis to fulfill an order or service. No attribute is assigned. During Order Entry, the items cost and document number will be required, the system will calculate the correct Unit Price based on the Spot Purchase Margin set on the Item Category.

Type cannot be changed if the item has quantity on hand.

Inventory Attributes​

• Assembly - The item is assembled from other inventory items and sold as a new item. The most common assembly items are bagged feed and fertilizer assembled from bulk quantities. Components of the Assembly are listed on the BOM tab. See BOM for more information. May have on hand quantity, see Assembly Orders Build to Site for more information.
• Special Order - A limited quantity item ordered one time. The item's status is set to inactive when the quantity on hand reaches zero.
• Trade-In - Items that will be received into inventory with value that will be applied to purchase of a similar item.
• Companion - Indicates this item is matched with other items through the BOM tab. Select Default Same Quantity on the BOM tab if all items will have the same quantity. Select Prompt on Orders if the items are optional.
• Group- One Item ID with the option of multiple manufacturer IDs entered on Purchases Orders.

Non Inventory Attributes

• Companion - Indicates additional optional or required items are associated with this Item as listed on the items BOM tab. On the BOM tab, select Prompt On Orders to set items as optional. The check box Default Same Quantity will duplicate the main item quantity to all associated items.
• Service Revenue - Used with Vehicle Tracking to track revenue generated by vehicles used in fertilizer application.

Kit Options

• Non-editable/Print Summary - The kit components cannot be changed when added to an order. The main kit item ID, description and price prints on the customer receipt but components are not shown.
• Non-editable/Print Detail - The kit components cannot be changed when added to an order. The main kit item ID, description and price plus a list of the component items without price prints on the customer receipt.
• Editable/Print Summary - The kit components can be changed during order entry. The main kit item ID, description and price prints on the customer receipt but components are not shown.
• Editable/Print Detail - The kit components can be changed during order entry. The main kit item ID, description and price plus a list of the component items without price prints on the customer receipt.

 

​Mfr Id - Manufacturer's ID selected from the Select Manufacturer table. See Access Manufacturers for more information.

Mfr Item - Supply the manufacturer's item ID in this twenty character alpha-numeric field.

Stock UOM - Stocking Unit of Measure defines how the item will be stocked and sold.

Selling Type - Defines if the item is normally sold through Orders, Direct, Orders and Direct or Not sold individually.

Ship Weight - The weight of one Stocking Unit of Measure.

Dry Density - The density of the item in pounds per cubic foot. This is a required field for all dry fertilizer ingredient items.

Liquid Density - The density of the item in pounds per gallon. This is a required field for all liquid fertilizer ingredients and chemicals.

EPA Number - The Environmental Protection Agency number required for pesticide products. Many states require the EPA number on products be recorded in this twenty character alpha-numeric field. This information prints on fertilizer blend sheets, delivery tickets and reports.

Record Serial - Requires the item's serial number to be recorded at time of sale.

Lot Tracking- Allows tracking of an items by Lot from time of receipt to final sale. Lot Tracking is set to:

• None- No Lot tracking required on this item
• Sales- Lot numbers will be required during Order Entry.
• Full- The item must be associated with a Lot to be transferred, received or sold. Lot numbers are tracked on the item's Lot Numbers tab located on the Sites tab.
• Seed- The item must be associated with a Lot number and Test Date to be transferred, received or sold. Lot numbers and test dates are tracked on the item's Lot Numbers tab located on the Sites tab.
• Bulk- Select to add Bulk tracking to Items. Lot numbers for Bulk tracked Items are added during receipt of the Item. See also Access Bulk Bins.

Price Sensitive - An Informational indicator that an item's price changes frequently or is dependent on external factors for reporting purposes. Use the Condition Builder in search or Report Writer in Financial to find items marked as Price Sensitive.

Commission - The item is eligible for commission.

Fractional Price - Allows an item to be sold by Extended Price instead of Stocking Unit of Measure. During Order Entry, an Extended Price is entered, the system calculates the Quantity and Unit Price to four decimal places for the order. Most commonly used on fuel items.

Heating Fuel- For Tennessee only, commonly set on kerosene items. The item will be used to calculate Energy Fuel Sales for the Sales Tax report.

Commodity - Select to allow the item to be used in the Commodities and Grain module and activate the Commodities and Grain Merchandising tab for the Item. Learn more here.

MSDS Required - A Material Safety Data Sheet must be provided to any customer purchasing this item.

Clearance- Designates the item as a clearance item. The condition builder can be used to exclude/include clearance items on reports.

Restricted Fuel - Items that are marked as restricted fuel can only be purchased by customers who have Farm Fuel selected on their account. This is used to control who can purchase non-taxable dyed diesel for off-road use. Clients who sell both non-taxable dyed diesel to farmers for off-road use must select this box on the dyed diesel product and then select the Farm Fuels box on all customers who can legally purchase this item. This only affects sales made through OE and does not affect sales imported from a fuel system.

 

Bonnie Plants Item- Available only for Non-Inventory type Items. Select to indicate the Item is part of the Bonnie Plants Pay by Scan program. See Bonnie Plants Pay by Scan for additional information.

 

Fertilizer Ingredient - If selected, the item can be used as a fertilizer ingredient in blending. This field activates the nutrient value fields on the items Misc, Fertilizer tab and sets the only active pricing as L1 Current pricing.

 

Farm Machinery - Applicable in Tennessee only. If the item price is over $250.00, the sale of the item will appear on the Sales Tax Report if the item is marked as Farm Machinery and there is a valid Farmer Tax Exempt certificate.

 

Hide on Batches - Pro-rates and distributes the price of fertilizer service items between fertilizer ingredients instead of including as a line item on customer receipts and statements. See How to Calculate Pro-rate for additional information.

 

DO Bulk Feed Discounts - Direct Order Bulk Feed Discounts. The discount amount will be taken off the direct order price based on the tonnage sold. The quantity discount percentage is set in Merchant Ag FIN, Installation Parameters then on the IN tab, Bulk Feed Discounts. This is only used by Stockdales.

 

Loyalty Eligible - The item is eligible to earn loyalty points as determined on the item category.

 

Tonnage Tax - Select Tonnage Tax if the fertilizer or Seed item is assessed an inspection fee known as Tonnage Tax. Select either

• None- Tonnage Tax is not assessed.
• Both- Tonnage Tax is assessed when the Item is used in a Batch or purchased through Order Entry.
• Fertilizer Only- Tonnage Tax will only be assessed when the item is included in a Fertilizer Batch. If the item is purchased through Order Entry, Tonnage Tax will not be assessed.

Tire - The item can be placed on an electronic tire order to TFC. This field does not apply to clients who do not order electronically from TFC.

 

Cust ID Req'd - If selected, a customer account must be selected during Order Entry. This item cannot be sold to the Anonymous customer.

 

Chem Kit- Active if Kit is selected as the item Type. When selected, Items will be added to the Chem Kit BOM tab and selected on Orders and Batches. See How to Create a Chemical Kit for additional information.

 

Status - Indicates if the item is Active, Inactive or marked for Deletion.

 

Quantity on Hand - Total of Quantity on Hand for all sites.

 

• - Net Prepaids Outstand - Quantity of items committed through Prepaids for all sites
• - Net Bookings Outstand- Quantity of items committed through Bookings for all sites
• - NET Quantity Available - Total Quantity On Hand less Prepaids and Bookings Outstanding

 

Quantity on Order - Total quantity on order for all sites.