Select your item group, fill in the fields.
First, login to the BlueTrace web application: https://app.blue-trace.com/
Note: Your user needs permission to access the web application and to create items to proceed.
Please make sure you have at least one Item Group configured. You can determine if you have one by navigating to the Item Library > Click "Add Item" > Select Item Group from the first drop down displayed.
If you do not have one setup, check out this article on how to create item groups.
Example:
An Item Group defines which fields in BlueTrace are important to a subset of items. Ex: "Grade" might be important to a Tuna and "Brand" might be important to Oysters. Some fields may be made required so they are never missed when defining an item.
Some Pointers:
- Fill in as much info as you know. When creating an item, fill in the fields with data that is always true about that item - some of these fields may also print on tags and labels, so don't miss important details.
- Every item needs an Inventory Unit of Measure. If you use an "Each" like a Bag, Tray, Box, Case - you can also fill in what's inside that each, ex: 100 Pieces, 5 dozen, 10 Lbs. This is particularly important if you're tagging shellfish or when using other inventory related features.
- The BlueTrace Quickbooks integration requires extra fields. You must provide a Quickbooks Item Name and SKU. This means if the item doesn't already exist in QB, we'll try to create one in QB and we'll use the name provided.