Item Type

Maintenance | Item Class | Item Master

Item Type

This maintenance screen allows the users to configure and add item group and type on their items.

Item Type Record List

• Item Type is required when creating an Item Master Record.
  • Item Type should be on ACTIVE status in order to use it on creating a Item Master record.

Adding Item Type

1. Click Item Type under Maintenance Menu
2. Under Item Type Screen, click Add Item Type
3. Fill out the necessary fields then click Save. Note: Fields with * are require fields

Field	Description	Expected Values	Restricted Inputs	Character Limit	Required Field?
1.Item Type	•Name of the Item Type	*Alphanumeric *Dash "-" *Underscore "_"	Other Special Characters not mentioned	25	Yes

Viewing Item Type

1. Click Item Type under Maintenance Menu
2. Select an Item Type that needs to view its details. Click the drop-down arrow then click View
3. The user has an option to Edit the Item Type while viewing it.

Editing Item Type

1. Go to Maintenance then click Item Type
2. Select the Item Type that needs to update its details. Click the drop-down arrow then click Edit
3. Update the necessary Fields and Click Save

Field	Description	Expected Values	Restricted Inputs	Character Limit	Required Field?
1.Item Type	•Name of the Item Type	*Alphanumeric *Dash "-" *Underscore "_"	Other Special Characters not mentioned	25	Yes

Importing and Exporting Item Type

1. Under Item Class, Click Options

2. Under Options, The user may Export or Import The Record

• When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.

• When Importing the records, the user should follow the following steps provided in the Importing Item Type Screen such as
  • Downloading the template link provided under Step 1.
  • Filling up the information needed for each columns of the template
  • Uploading the updated Template

Field	Description	Expected Values	Restricted Inputs	Character Limit	Required Field?
1.Item Type	•Name of the Item Type	*Alphanumeric *Dash "-" *Underscore "_"	Other Special Characters not mentioned	25	Yes

Activating Item Type Record

Item Type can be Activated in two ways:

• Using drop-down arrow of a record can be used in single record Activation

• Using Activate Button for activating multiple record

Deactivating Item Type Record

Item Type can be deactivated in two ways:

• Using drop-down arrow of a record can be used in single record deactivation

• Using Deactivate Button for deactivating multiple record

Deleting Item Type Record

Item Type can be deleted in two ways:

• Using drop-down arrow of a record can be used in single record deletion

• Using Delete Button for deleting multiple record

Item Type Record Option

Actions Available base on Item Type Record Status

Status	View	Edit	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑		☑
INACTIVE	☑	☑		☑	☑

Notes:

• The user can edit the details while viewing the record.
• Item Type is required field on Item Master Module. Item Type can be use as long as its status is ACTIVE
  • INACTIVE Item Type can still be used as long as it is already tag on the past records prior to its deactivation
  • Used Item Type record cannot be deleted.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.