Create a New Specification

Overview

Create a new specification when you need to capture and manage specification information for a Raw Material, Packaging item, or Finished Good.

The Specification Type you select determines the structure of the specification and the information available to complete.

How to Create a New Specification

Step 1: Go to Specifications, select Raw Materials, Packaging, or Finished Good, then select New.

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Step 2: In the Create window:

  • Select a Specification Type.
  • Enter the Version, if needed.
  • Choose Select Existing Item or Create New Item.
  • Select or enter the required item information.
    • Select Existing Item: Begin typing the item name or ID. As you type, matching items appear in a list. Select the appropriate item.
  • Select Create.
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Step 3: Complete the specification information in the applicable sections, then select Save.

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The sections and fields available in the specification depend on the selected Specification Type and your site's configuration.

Next steps

Once your specification is complete, you can create a Shared Specification to collaborate with a supplier.

See Shared Specifications and Notifications to continue the process.