Assign Product Number

Utilities Menu -> Inventory Control -> Clone Rental or Sales Products -> New Product # window -> Assign Product Number

This window is triggered when creating new products in Add Sales Products or Add Rental Products, to define the product information to use in assigning a new product number conforming to the product mask requirements.
To manually assign a product number without using the Product Mask click CANCEL to exit this Assign Product Number window, and manually enter the product number in the Product Number field, up to a maximum of 12 alpha-numeric characters.

1. One Product Mask option provides for a specified product number size, and can be preceded by letters.
   e.g. S00291, S00292

   This option is often used for sales merchandise and parts.
   When this option is activated, the operator can still over-type the product number with a manual number when preferred.

2. Alternatively, the product number can be defaulted from the product Group and/or Class as be part of the product number.
   This mask is more relevant for rental equipment.
   The prompts are:

   MASK

   The Mask format is displayed for the product numbering convention, where C represents the Class and G represents the Group, as set up in the Company Inventory Parameters.

   
   BULK ITEM

   This Bulk type field only applies to Rental Products.

   Check this box if the new product will represent a bulk rental product with a quantity of more than one using the same product number.
   e.g. fans, heaters, dishes, chairs, small hand tools

   Uncheck this box if the rental product is a unique item and is a non-bulk item with only one Fixed Asset Tag.
   e.g. Air Compressor, Scissor Lift

   
   GROUP

   This prompt appears only when the Product Mask requires the Group to be part of the product #.
   Enter the appropriate group, or select it from the Group Search window. If the operator has security permission, new groups can also be added in the search window.

   When the Auto-assign product number by Group is select, the product Description, Product Class, Rental Rates, and Group all default from the Group selected.
   When this option is activated, the operator can still over-type the product number with a manual number when preferred.

   If the product# is setup to use a Group mask, the last used product number for the Group is carried internally for each Group.

   
   PRODUCT CLASS

   This prompt appears only when the Product Mask requires the Class to be part of the product #.
   Enter the appropriate class or select it from the Product Class Search window and if the operator has security permission, new classes can also be added in the search window.

   When a combination of Product Class and Group is used in assigning new product numbers, Bulk Rental products are assigned the product number extension of 00.
   e.g. 9301-00, 3010-00, etc.

   
   Finished?

   Click ACCEPT to accept the product information to use in formulating the new product number, and return to the Add Product screen.
   Click CANCEL to exit this Assign Product Number window, and manually enter the product number.

Note: When iRely is enabled in the ERP Integration configuration then the standard 'Sales Product Mask' defined in the Company Inventory Parameters does not apply and instead the product# is assigned from an external REST iRely API which cannot be over-typed.