Item

Item Basic Fields

• Base Unit of Measure - The Base Unit of Measure for the item’s inventory, such as EA or LB
• Base UOM Record Id - Used to define the record ID from the Item Unit of Measure object for the Base Unit of Measure of the item.
• Inventory Class - Three possible values: Raw Materials, Subassembly, or Finished Goods. This field will define which GL Account is used from the Company Setup. Do Not Change the Picklist Value.
• Item Category - Use this field to classify items for filtering and reporting.
• Item Posting Group - You can choose to set up the Accounting Posting Setup by Item Posting Group instead of by Item.
• Item Type - Three possible values: Inventory, Service, or Non-Inventory. Inventory transactions will be tracked for Inventory items, but not for Service or Non-Inventory type items. Do Not Change the Picklist Value.
• Lot Days to Expire - The default number of days a newly entered lot will expire.
• Lot Picking Option - Define the preferred method of picking lots: FIFO (first in, first out), FEFO (first expiration, first out), or Bin Ranking. Do Not Change the Picklist Value.
• Lot Tracked - If checked, a Lot number is mandatory for all inventory transactions.
• Min. Days to Expire When Pick - The minimum number of days allowed to pick an item before the lot will expire.
• Product Family - Used for classifying items for filtering and reporting.
• Product Group - Used for classifying items for filtering and reporting.
• Purchase Description - It will be used on the Purchase Order if it is not blank.
• Purchase Unit of Measure - Enter the default Unit of Measure to be used on purchase orders.
• Sales Unit of Measure - Enter the default Unit of Measure to be used on sales orders.
• Serial No. Series - The numbering series to be used for the serial numbers created for the item.
• Serial Tracked - If checked, this item requires a serial number for all inventory transactions.
• SF Product - SF Product that is linked to the item. The SF Product will be automatically created if SalesCloud integration is enabled.
• Short Description / Long Description - Optional field. It can be used with the integration of an E-Commerce platform.
• Tax Group - The Tax Group for the Item used to calculate Sales Tax.

Accounting & Costing

• Accounting Variable 1, 2, 3, 4 - Default accounting variables to populate transactions.
• Average Base Cost - The calculated average cost for the Base Unit of Measure of the item. (Inventory Value / Qty. Based on Hand)
• Costing Method - The costing method of the Item has two possible options: Standard or FIFO.
• GL Ledger - Optional. Populate a default value for transactions if the Multiple Ledger feature is enabled.
• Landed Cost 1–5 % - Used for the accrual method of landed cost management.
• Last Invoiced Base Cost - The last base cost the item was invoiced at or produced at.
• Last Rollup Date - The last date the Rollup Std. Cost function was run for the item.
• Standard Base Cost - The item's Standard Base Cost.
• Standard Base Price - The item's Standard Base Price.
• Standard Capacity Base Cost - The Standard Capacity Base Cost for the item. It can be populated when posting the Standard Cost Worksheet.
• Standard Material Base Cost - The item's Standard Material Base Cost. It can be populated when posting the Standard Cost Worksheet.
• Standard Profit - The calculated standard profit of the item. (Standard Base Price minus Standard Base Cost)
• Standard Profit % - The calculated standard profit percentage of the item. (Standard Profit divided by Standard Base Price)

Status & Restrictions

• Blocked - If checked, no new transactions can be posted for this item. An Item cannot be blocked unless there is 0 on hand qty. and 0 open transactions.
• Discontinued - If checked, the item will not be allowed to be entered into Sales Order and Purchase Order.
• Non-Sellable - If checked, these items will not be available when searching on Sales Quote, Sales Order, Sales Invoice, and Transfer Order.

Inventory Quantities & Tracking

• Do Not Check Qty. When Post - The system administrator can be notified Qty Base on Hand, Qty. Base on Bin Content and Remaining Qty. Base on Hand of the item are the same during the inventory posting routine.
• Expected Value - The total calculated inventory value of the ‘received not invoiced’ and ‘shipped not invoiced’ value based on the Item Ledger Entries.
• Inventory Value - The calculated inventory value of the item based on the Item Ledger Entries. This will be the total of the Expected Value and the Invoiced Value.
• Invoiced Value - The total calculated invoiced value of the item based on the Item Ledger Entries.
• Qty. Allocated Base - Total Qty. allocated in the Base Unit of Measure for the item.
• Qty. Available Base - Total Qty. on Hand Base minus Qty. Allocated Base.
• Qty. Base on Bin Content - The base quantity of the item calculated from all bin content records.
• Qty. Base on Hand - The base quantity on hand of the item calculated from all item ledger entry records.
• Remaining Qty. Base on Hand - The remaining base quantity on hand of the item calculated from all open item ledger entries.

Supply Planning Fields

• Country of Origin - The Country where the item is purchased or manufactured.
• Default Bin - Define the bin to use, along with the Default Warehouse, as the item's put-away and storage location.
• Default Shelf - The default Shelf of the item. This is a text field to be printed on the Pack List document. In certain environments, it is more efficient to use a text field to specify where the item is, instead of setting up a full bin management system.
• Default Warehouse - The default warehouse of the item.
• Disassemble When Receive - If checked, as soon as the item is received on a Whse. Receipts, a disassembled Item Journal will be created and posted to consume the item and output components to inventory.
• Manufacturer - Default manufacturer of the item from the lookup to the Account object.
• Outbound Freight - If checked, this service item is used for outbound freight.
• PO Qty. Tolerance % - For Purchase Inventory Item, percentage allowed for over receipt. For Purchase Service Item, percentage allowed for over invoice. For Work Order Item, percentage allowed for overproduction.
• Preferred Vendor, Reorder Cycle Days, Reorder Policy, Reorder Quantity, Lead Time Days, Replenishment System, Safety Stock - Optional fields. Default for SKUs to be used on Supply Planning.
• Purchasing Agent - The default Purchasing Agent for the item if applicable.
• Purchasing Type - The default Purchasing Type for the Item. It is populated on the Sales Line. Do Not Change the Picklist Value.
• UPC - This should be the GTIN for the Base Unit of Measure and it is used mainly for reporting. GTIN on the Item Unit of Measure is used for scanning.
• Weekdays Only - Used in supply planning. If checked, the Order Date will fall on weekdays only.

Work Center Configurations

• Daily Capacity - Hours Per Day multiplied by No of Capacity.
• Hours Per Day - Hours per day a Work Center is available to operate.
• Indirect Cost % - Used to calculate Indirect Capacity Cost for the Work Center on the Production Journal.
• No. of Capacity - Number of machines or work areas available at this Work Center.
• Outside Service - If checked, this service item is used as an outside service item.
• Total Capacity - Sum of all Capacity created for this Work Center.
• Total Remaining - Remaining Capacity after Usage is subtracted.
• Total Usage - Sum of all Usage created for this Work Center.
• Work Center - If checked, this service item is used as a work center for the routing.

Manufacturing

• Batch Consumption Tolerance % - When consuming this item on a batch-manufactured work order, enter the tolerance % permitted.
• Batch Manufacturing - If checked, the Item is a batch manufacturing parent item.
• Batch Output Tolerance % - When producing this item, enter the tolerance % to be used on a batch manufacturing work order.
• Default Batch Size - The conversion factor of the Default Batch Unit of Measure.
• Default Batch Unit of Measure - The default Batch Unit of Measure for the batch-manufactured item.
• Do Not Check Output Qty. - Used if the Report by Routing Step is checked on the Item. If this field is checked, GoldFinch allows over- or under-production between routing steps.
• Flushing Method
  If Flushing Method = Manual, both output and consumption are posted together on production journals.
  If Flushing Method = Backward, multiple outputs can be posted using the Daily Production screen, and all expected consumption can be posted based on the total output quantity before the Work Order is finished.
• Is Allergen - If checked, this item is an allergen. This field is printed on the Receipt Label report.
• Is Water - If checked, this item is a water item. The net requirement of the water item for a Work Order is the total gross requirement for water, less the water quantity already present for components with the active Ingredient % defined on the Item Formula.
• Low Level Code - The calculated hierarchical level of the item based on Item Formulas. The lower the number, the higher the hierarchical order. Click Item Calculate Low Level to learn more.
• Qty. Per Pallet - Used on the Daily Production page for the output reporting.
• Report Output by Routing - If checked, an Output Journal is created for each Routing Step, instead of for the Work Order.
• Single Batch Printing - If checked, the Batch Report on Work Order will print this item batch by batch.

Item Configurator

• Configurator 1–10 - If Use Configurator is checked, the values of these fields are used to construct Item No.
• Use Configurator - If checked, GoldFinch can use Configurator 1 to 10 to construct Item No.

Shipping Document Printing

• Freight Class, NMFC, Handling Unit Type, HazMat / HazMat Class, Package Type - These will print on the Bill of Lading.
• HS Tariff Classification No., Net Cost, Preference Criterion, Producer - These will be printed on the Certificate of Origin document.

Quality Control & Compliance

• QC Required - Checking this field will require quality control tests to be performed upon receipt or production of the item.
• Technical Sheet - Default Technical Sheet for the Item.

External Commerce Platforms

• Uploaded to Shopify - If checked, the item has been uploaded to the Shopify website.
• Uploaded to WooCommerce - If checked, the item has been uploaded to the WooCommerce website.

Rental

• Rental Item - Check this field to enable the Rental Management functionality for this item.

Catch Weight

• Catch Weight - If checked, the item is a catch weight item.
• Catch Weight Tolerance % - If this is a Catch Weight item, enter the tolerance % allowed between the Quantity and the Qty. Base of a Catch Weight item when processing transactions.

Article Item  ·  Last updated April 27, 2026 · GoldFinch ERP Help Center