Before you start
Decide:
- Which contract the SKU belongs to.
- The unique SKU code and product name.
- Whether the product uses a barcode.
- How stock should be selected when the SKU is picked.
- Whether the SKU requires serial-number tracking.
- Whether dimensions, customs or financial information needs to be recorded.
1. Create a new SKU
Open Manage SKUs.
Select the required Contract in the top-left of the screen,
then select the + button.
Enter:
- SKU Code – the unique code used to identify the product.
- SKU Name – the product or item name.
2. Enter the general SKU details
Use the General section to configure the main product
information.
| Field | Description |
|---|---|
| Active | Controls whether the SKU is currently active and available for use. |
| Contract | Shows the contract the SKU belongs to. This will initially use the
contract selected when the SKU was created. |
| Barcode | Enter the product barcode if the SKU needs to be identified by scanning. |
| Category | Optionally assign the SKU to a product category, such as liquid,
hazardous material or another category configured in Warehouse. |
| Article | Optionally enter a broader description or product type for the SKU. |
3. Choose the pick priority
Use Pick Priority to control how Warehouse chooses stock
when this SKU is allocated for picking.
| Pick priority | How stock is selected |
|---|---|
| Batch/Lot – Lowest First | Prioritises stock using the batch or lot information, starting with the
lowest or oldest applicable batch. |
| By Shelf-Life | Prioritises stock using its expiry or shelf-life information. |
| FIFO | First In, First Out. Prioritises the oldest stock in Warehouse. |
| LIFO | Last In, First Out. Prioritises the newest stock. |
| Item Quantity – Lowest First | Prioritises the location containing the lowest stock quantity before
moving to the next available location. |
4. Configure order behaviour
Use the Order section to control how the SKU behaves when it
is added to an order.
Back orders
Enable Back-Order Allowed if orders containing this SKU can
wait for expected stock when sufficient inventory is not currently available.
Leave this disabled if the SKU should only be ordered when sufficient stock
is already available.
5. Configure serial-number tracking
If the SKU is serialised, use Serial Type to choose when the
serial number must be assigned.
| Serial type | When the serial is assigned |
|---|---|
| Assigned on Pick | The serial number is selected or entered when the physical item is
picked. |
| Assigned on Order | The serial number must be entered when the SKU is added to the order. |
| Assigned on Check-In | Serial numbers are recorded when the stock is received into Warehouse. |
6. Configure kit behavior
If the SKU represents a kit containing other SKUs, select the required Kit Type.
| Kit type | Description |
|---|---|
| Empty – Kitted on Order | The kit is expanded into its child SKUs when an order is created.
The child items are added to the order rather than the parent SKU. |
| Built – Kitted on Build | Kits are built from their component SKUs before being used as completed
parent items. |
| Auto – Kitted on Check-In | The kit is formed during check-in, with its child SKUs linked to the
parent SKU. |
| Picked – Kitted on Pick | The kit can be created during the picking process using the required
component SKUs. |
7. Set the container information
Use the Containers section to associate packaging or
container information with the SKU.
Available container levels include:
- Container
- Inner Container
- Outer Container
These can be used when the product is stored or handled using different
packaging levels.
8. Enter the dimensions
Use the Dimensions section to record the physical information
associated with the SKU.
Record the available information such as:
- Length
- Width
- Height
- Weight
- Number of pieces
9. Enter the financial and customs information
Use the Financial section to store item values, charges and
information that may be required for exports.
| Field | Description |
|---|---|
| Value | Records the value of the item. This can also be used when order
information is passed to connected delivery systems. |
| Pick Charge | Optionally records a charge associated with picking the SKU. |
| Place Charge | Optionally records a charge associated with placing the SKU into stock. |
| Price | Records the configured price of the item. |
| Nominal Code | Select the appropriate financial or accounting code where required. |
| HS Code | Enter the customs commodity code when the SKU may be included in
international shipments. |
| Origin Country | Record the product's country of origin where required for export. |
10. Save the SKU
Review the SKU configuration before saving.
Check that:
- The SKU code and name are correct.
- The correct contract has been selected.
- The barcode is correct where required.
- The pick priority matches your stock-rotation process.
- Serialization or kit settings have been configured where required.
- The dimensions, financial and export information is correct.
Save the SKU.
Once created, it will appear in the SKU list.
Manage an existing SKU
Existing SKUs can be reviewed and updated from the SKU list.
Right-click the SKU you want to manage to open the available actions.
From here you can edit information held against the SKU, including the
settings available on the main SKU setup screen.
What happens next?
Once created, the SKU can be used throughout Warehouse.
Depending on its configuration, it can be used for:
- Receiving stock.
- Inventory management.
- Creating orders.
- Picking and packing.
- Serial-number tracking.
- Kit processing.
- International shipping information.