Purpose: Each item in the system has a particular name associated with it. This article explains how to propose a name in Supply Chain.
Scenario: You want to create a purchase requisition for an item that has not been used in the organization. Before doing so, you need to propose the item name in the system to ensure the procurement team sources the correct item.
Key terms:
SKU - An SKU (stock keeping unit) is a unique identifier that is assigned to an item within a system. It is used to track an item, its name, and other details about the item.
Steps on how to propose an item name:
Log in to Supply Chain. Click here to see how to log in.
From the home screen, click the hamburger menu.
On the menu, click on "Items".
Click on the "+" icon on the top right corner.
Enter the item name and click "Search potential duplicate".
Note: There is a standard format that you are supposed to follow whenever you are proposing a name in the system.
Example Item Names:
Noun Name, Description
Ethernet Switch, UniFi 48-Port
Cable Tie, 392mm x 4.7 mm
Oil Filter, #ABCD 103
Screw, Drywall 3.5mm x 25mm Course Thread
If the item you are proposing appears, it already exists in the system and you don't need to proceed. If no duplicates are found, click 'Continue'.
Next, select the Item Type. Choosing the correct type is crucial, as it determines how the item will be received, dispatched, transferred, and disposed of in the future.
Item Types:
Standard- A standard item is one that does not require received goods to be associated with a batch, expiration date, or asset tag.
Expiration- A batch/expiry item is one that requires tracking both the batch number and expiry date for all goods received. An example would be medication that has an expiration date.
Asset- An asset item is individually tagged with a unique identifier to track its movement, service, and repair. An example of an asset item is a phone.
Enter the remaining item details, then click 'Submit for Approval'
Once submitted, wait for the item to be approved or follow up with the approver if needed.