After creating an item, you can add or edit the item attributes, such as item value, shelf life, groups, dimensions, and others. The following steps outline how to manage and organize item information. If you have not created an item yet, learn more about how to create an item.
Note: Items are not automatically included for all companies. Contact your Turvo representative to discuss adding this feature for your company.
Access an item
To access an existing item, go to the left navigation bar and select Items. From there, select an item from the list view.
Clicking an item number takes you into the item where you can see a quick view of item information and levels and an image.
The information available on the left side of the top section gives quick view of important details pertaining to the item:
- Item name
- The item status
- The last inventory update for that item
- Item number
- The facility where the inventory is stored
- Item state
- Storage requirements
- Item dimensions
- Item net weight
Below the quick view, the item is sectioned into the following tabs:
Summary
The Summary tab consists of the following cards:
- Item: Displays the item name and item number.
- Units of Measure: Shows the dimensions, weight, freight class, and temperature range of the item. Clicking on any of the attributes will bring you to the Unit of measure section of the Details tab.
- Classification: Classifications assigned in the Units of measure section of the Details tab.
- Orders: Orders associated with the item.
Details
The item details are broken up into 5 sections:
By clicking on any of these sections, additional fields will appear, allowing you to input and update detailed item information. Learn more about each section below.
Product description
Here, you are able to update general item information and update the status of the item between Active or Inactive.
Specifically, you are able to edit:
- Item name: The name of the item, as decided by your organization.
- Account: Account refers to the customer who manufactures or owns the item. Begin typing the name of an existing account, then select the account from the dropdown menu.
- Status: You can choose Active or Inactive from the dropdown.
- Inactive: An item that's not available for shipment/purchase. Choosing this status will lock the item from future changes and tells other users to not add this item to an order.
- Active: An item that is currently active for purchase/shipment within the system.
- Country of origin: The country where the item is from.
- Shelf life: Indicate the numerical shelf life of the item in Days, Weeks, Months, or Years.
- Catchweight type: Indicates when the item will be re-weighed to determine the actual weight. You can select from Inbound, Outbound, Both, or None from the dropdown.
- Type: You can select from Product or Item from the dropdown menu. Generally, a Product will represent a SKU that is available for order, while an Item would represent a specific SKU for a specific customer.
- For example, if a wholesaler sells Chocolate Ice Cream at a Product level, then their customer places orders for Chocolate Ice Cream. When fulfilling orders for a specific grocery retailer, an Item is used (with specific packaging or labeling requirements) to track the SKUs for this specific retailer.
- Perishable and Odor sensitive: Checkboxes to indicate whether the item falls into one of the categories.
- Hazmat: Select the Hazmat checkbox to identify the item as hazardous. Checking this box opens the following fields:
- Identification number
- Proper shipping name
- Hazard class
- Packing group
- Emergency contact
You can use these fields to import hazardous information from the Electronic Code of Federal Regulations Hazardous Materials Table. Start typing either the identification number (UN Number) or the proper shipping name and a drop-down list of possible matches appears. Select the correct entry and the rest of the fields (except for Emergency contact) automatically fill in.
- Notes: Any general item notes that others may need to know. These notes will be shared with any tenants that have access to the item.
If you make any changes to the Product description section, make sure to click SAVE in the bottom right corner.
IDs
In the IDs section, you can add all reference IDs for the item. Click the Type dropdown to choose an ID type. The choices are Item #, Manufacturer part #, Serial #, SKU #, Warehouse # or Other #. Click + Add ID to add additional ID types.
If changes are made or IDs are added, make sure to click SAVE in the bottom right corner of the section.
Units of measure
In the Units of measure section you can add detailed item information and notes. By selecting + Add attribute, a dropdown will appear allowing you to add more item information such as Item classification, Tare weight, Expiration date, Storage requirements, etc.
Click + Add unit of measure to add information for a different item unit of measure. For example, you can provide the attributes for a single box of brownie mix and another list of attributes for a pallet of boxed brownie mix.
Groups
In the groups section, you can update the groups that can view the item by selecting + Add group. For more information around Groups in Turvo, see Creating and managing user groups to streamline visibility.
Item traceability
The Item traceability section is where you can define how to track the item for inventory purposes. Entering names in these fields allows you to use the Inventory filter to track these items independent of facility or storage location.
You can build a hierarchy of three levels using the Base ID,Secondary ID, and Tertiary ID fields. These fields are optional, and they are open text.
Important Note: These ID fields are not meant to replace units of measure. Entering information here does not affect any unit of measure settings or calculations.
The Base ID is the first level of inventory. This is the smallest unit that you want to keep track of. For example, some companies may enter “Pallet” as the level they track, others may want to use “Serial number.” It is important to not confuse this field with units of measure.
The Secondary ID and Tertiary ID fields are available if required to create two higher levels of inventory for the item.
To the right of the IDs are the Alternate base ID, Alternate secondary ID, and Alternate tertiary ID fields.
Use these fields to identify any difference in naming conventions. For example, you may track oranges at the lowest level by the “Box,” but your customer calls it a “Case.” These alternate ID fields allow you to maintain both terms in a way that is kept consistent in Turvo.
If changes are made or IDs are added, make sure to click SAVE in the bottom right corner of the section.
Protip: Using these fields unlocks powerful tracking capabilities in Inventory. See the Managing Inventory 2.0 in Turvo article in the Help Center for more information.
Timeline
The Timeline tab provides a summary of updates and changes made to the inventory item and item details, who made the change, and the date/time when the change was made.
As well as scrolling through the entries, you can also filter the Timeline tab. To apply a filter, go to the top left of the tab and select the type of filter you are looking to apply.
There are three different types of filters for item details:
- Post update: Populates the Status filter, so you can filter the timeline by status updates.
- Details: Populates the Details filter so you can choose to filter the timeline by updates to the Details tab.
There are seven different types of filters for inventory:
- Event type: View specific timeline actions. You can select from the following:
- Inventory added: A new record was added to the inventory item.
- Inventory depleted: Search specifically for those lot/pallet records where inventory has been marked depleted.
- Count change: Events where the inventory item quantity is updated. For example, the quantity of Expected inventory items is updated from 100 to 60.
- Inventory adjusted: Events where the inventory item quantity was adjusted, along with the reason for the adjustment and any comments made.
- Holds: An hold was reported on an inventory item.
- Base ID: View events associated with the first level of inventory.
- Secondary ID: View events associated with the second level of inventory.
- Tertiary ID: View events associated with the third level of inventory.
- User: View actions being taken by a specific user in Turvo. Users are selected from the drop down menu and you can select multiple users, if needed.
- Date range: View records for a specific day/time period.
- Facility: View records for a specific facility.
Documents
Like other entities across Turvo, item inventory profiles can have documents uploaded and associated to them if needed.
Sharing
Inventory sharing in Turvo is only available with those who own the Inventory and have their own Turvo tenants. To begin sharing your inventory with the shipping partners that own it, reach out to your Turvo representative to have it enabled.
Orders
The Orders tab shows details of active and historical orders the inventory item has been added to. The information available in this view is customizable by clicking the three dots on the far right of the column header and choosing which columns you’d like to see. For sorting ease, you can also filter this tab with the following options:
- Customer: The customer account that owns the inventory.
- Origin: The starting location for the order route.
- Pickup date: The date and time of the appointment the order was scheduled to be picked up.
- Destination: The ending location of the order route.
- Delivery date: The date and time of the appointment the order was scheduled to be delivered.
- Direction: Inbound or outbound.
- Status: The status of the shipment associated with the order.
<%= heading %>