How do I setup my Item Library?

The Item Library is the backbone of the system, here's how to get started.

First off, in order to manage the item library, you need a few user permissions, if you're struggling to see or use any parts of the system, please reach out and we'll check your user permissions.

We recommend you work with the BlueTrace team to setup your initial Item Library. Before you start creating items, you'll want to setup these two other, related objects: 

• Departments
• Item Groups

Item Creation

Start by navigating to the Item Library (for some folks this sits under the "Inventory" link).

1. Tap "Add Item"
2. Choose which item group to use 
3. Fill in the item properties (ex: species, country of origin, inventory unit of measure)
   1. Things that are always true about an item become a part of its definition
   2. Think about this as a unique item with a unique price

Here's an example of Item Creation using the Automatic Naming approach. If you used a manual naming approach, the only difference is you'd have to manually enter an Item name.

Items & Item Groups Come Together During Item Creation

Conceptually an item is a unique thing you buy or sell that has a quantity and price attached to it. 

Tuna Examples:

• MSC Certified Tuna : Whole : Headed & Gutted : Bought Per Lb.
• MSC Certified Tuna : Loin: Sold Per Lb.

Maybe in your organization, you need to capture the Country of Origin of the Tuna, but it doesn't impact the price. This means you'd make sure Country of Origin is a part of the Item Group, but you won't put USA or whatever country into the definition of these items, you can capture it upon receiving.

Here's an example: