Record basic information about part

Article • 4/27/2026 • 4 min read

Made2Manage stores information about each standard part and assembly in an item master. The first step in adding or revising an item master is to record the part number and other basic information.

To record basic information about part

Create item and identify the part in Item Master (INV) page

  1. Open the Item Master (INV) page.

    1. Select Production Management > Master Data > Item Master.

    Or

    1. Search for INV or Item Master in the Navigation box and then select Item Master.

    The Item Master (INV) page appears.

  2. On the toolbar, click New to create a new part.

    Or click Copy on the Toolbar to add a new part based on the part the displayed.

    1. In the Copying Item Master window, Create New Part Number or Create New Revision Of Selected Part? message appears.

    2. Click Part or Revision. The new part is created based on revision of selected part.

  3. Identify the part:

    1. Click the Facility dropdown and select the resident facility.

    2. If the Part No box is not available, enter the part number.

    3. If you want to assign your own revision number to the item:

      1. Select the Use User Defined Rev checkbox.

        The user-defined revision number feature must be turned ON. See theRelated Information.

      2. If you are revising the item, enter the revision number in the User Defined Rev box.

    4. Enter a description of the part in the Description box.

Enter Essential Information in Master Tab of Item Master Page and Save

  1. Enter the Product Class.

    A product class represents a group of similar inventory items on financial statements and reports. Product classes help track revenues, costs, and profits.

    1. Click the Product Class lookup reference.

      The Lookup For Product Class window appears.

    2. Select the row and click Select. Or double click the row to select the product class.

      Click Cancel to exit from the Lookup For Product Class window.

  2. Enter the Group Code:

    Group codes exist within product classes. They do not appear on financial statements. They do appear on several inventory reports.

    1. Click the Group Code lookup reference.

      The Lookup For Group Code window appears.

    2. Select the row and click Select. Or double click the row to select the group code.

      Click Cancel to exit from the Lookup For Group Code window.

  3. Specify units of measure:

    1. If the item is an item you purchase, click the Vendor U/M dropdown and select the unit of measure your primary vendor uses.

      Or if you do not purchase the item, click the Vendor U/M dropdown and select the unit of measure in which you maintain the part in your inventory.

    2. Click the Inventory U/M dropdown and select the unit of measure in which you maintain the part in your inventory.

    3. If the item is a buy item, in the Conversion Factor box, enter the quantity of vendor’s cost units that equal one inventory unit. Or, click the dropdown arrow to select an appropriate value.

      To start the calculator, click the Qty of Vendor Cost Units/Inv Unit dropdown. To calculate the value, divide a quantity of the vendor’s unit of measure by the equivalent quantity of your inventory unit of measure. For instance, if 1 case equals 10 each, then the conversion factor is 1/10 or.10.

      If you do not purchase the item, the unit of measure you select in theVendor U/M should be the same as the unit of measure in the Inventory U/M box and Conversion Factor box must have 1.

      If the part is stored in your inventory in a different unit of measure than you purchased, then select a different unit of measure forVendor U/M and Inventory U/M, as applicable. For example, if you received a box of tools containing 12 spanners from your vendor and you want to store them individually in your inventory, then select the Vendor U/M as Box and Inventory U/M as Ea. Enter the Conversion Factor as 0.083 (1/12).

  4. If the item is taxable, select the Taxable checkbox.

  5. If your company uses product-based taxes and if the item is taxable, click the Jurisdiction lookup reference and select a jurisdiction.

  6. Next, you must record the part’s design information.