What is the feature?
Creating items and assigning suppliers links items to suppliers within a TraceGains instance.
Why did we create this feature?
Assigning items to suppliers helps unify data around tracking, reporting, and sales.
Creating an Item
Step 1: Hover over the Configuration Icon at far upper-right and choose Items.
Step 2: Click New, at upper right.
Step 3: Enter a unique Item ID, Name, and Group for your item.
Step 4: Click Save.
- The Item Group you select will determine the Document Requirements that item has.
- If this item requires that a new Item Group be created, click on the Manage Groups link and add the new item group to the list there.
Assign item to supplier
Method 1: Items Menu
Step 1: Hover over the Configuration Icon (far upper-right) and choose Items.
Step 2: Checkmark the item(s) that you want to assign to a supplier.
Step 3: Click on the blue hamburger menu at upper right and choose Assign Suppliers.
Step 4: Checkmark the supplier(s) you want to assign this/these items to.
Step 5: Click Add Selected.
Method 2: TraceStation Assignment
Step 1: Click on the Suppliers tab and choose a supplier by clicking on the blue edit icon next to that supplier. This will bring you into the supplier's TraceStation.
Step 2: Click on the blue hamburger menu at upper right and choose 'Add Items'.
Step 3: Check the item(s) you want to assign to your chosen supplier.
Note: This is a list of every item NOT already assigned to this particular supplier - not EVERY item will be here.
Step 4: Click 'Add Selected'.
Please refer to this article to configure document requirements for your new supplier and/or item.