Managing advanced item details: Legacy version of items

After creating an item, you can add or edit the item attributes, such as item value, shelf life, groups, dimensions, etc. The steps below outline how to manage and organize item information under the Details tab of an item. If you have not created an item yet, learn more about how to create an item.

Note: Items and Item master 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 Item master. From there, select an item from the list or card view.

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Once you have selected an item, click on the Details tab:

Brownie_mix___Details.png

The item details are broken up into 4 sections:

  1. Product description
  2. IDs
  3. Attributes
  4. Groups

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.
    • 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, Odor sensitive, Hazmat: Checkboxes to indicate whether the item falls into one of the categories.
  • Notes: Any general item notes that others may need to know.
    • Note: 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 ID 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.

Attributes

In the attributes 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.

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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.

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Groups

Lastly, 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.

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