How to Add a New Item Record Using the Items Screen on Sage 300 Inventory Control


  1. Open Inventory Control > I/C Items and Price Lists > Items.
  2. Beside the Item Number field, click the New icon, then enter a code for the new item record.  To copy information from an existing item record:
    1. Enter or select the item number for the record you want to copy.
    2. When the item record is displayed, enter the new item number in the Item Number field (typing over the previous number).
  3. Click the Zoom button beside the Item Number field or press F9 to open the Construct Item
    Number screen, and then select the structure and segments for the new item number, as follows:
    1. Type the structure code you want to use or select it from the Finder.
    2. Enter a value for each segment of the item number.  Use the Finder to select codes for segments that require valid segment codes.
    3. Check the Item Number field to be sure the entry in the field is correct.
      • If the entry is correct, click Select. The program formats the new number and
        inserts it in the Item Number field on the Items tab, and closes the Construct Item
        Number screen.
      • To cancel the item number you were defining and return to the Items screen, click
  4. Tab to the next field on the Items screen, and then enter a description for the item.
  5. Fill in or update the fields on the Items tab, as needed.  If you did not copy an existing record, you must enter valid codes in the following fields:
    • Structure Code
    • Category
    • Account Set Code
      • Tip: For help with any of the fields on this screen, press the F1 key.
  6. Click the Units tab, and enter units of measure to be used for this item.
    • Note: You must enter one stocking unit of measure, with a conversion factor of 1, or you will not be able to save the Item record.
  7. On the Taxes tab, enter the tax authorities to be used for this item (if known).
  8. On the Optional Fields tab, enter any optional fields to be used with this item.
    • Note: You can assign only optional fields that are set up for use with items.
  9. If you use Serialized Inventory and Lot Tracking and you selected Serial Number or Lot Number on the Items tab, fill in the fields on the Serials tab and the Lots tab, as needed.
  10. Click Add.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.