Science Interactive Group Knowledgebase

Item Card Creation

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Expand or collapse content 1. Item Section

1.1. New Item Card for HOL and SI brands.

BOM Creation and Item Card Creation Document - Word
BOM Creation and Item Card Creation Document - Word

1.2. Enter SKU # into the No. field.

1.3. Enter Description.

  1. Product type (e.g., LABPAQ or STEMPAQ for HOL, ESL for ESL, or SI for SI),
  2. 2 Digit Curriculum Code (AP, BK, CK, ES, FS, GB, MB, etc.)
  3. Number of LABS (# LABS)
  4. Special Identifiers if present (BIODIGITAL, etc.)

1.4. Copy/paste Description into a field based on the brand.

  1. Description (Long) for HOL & SI
  2. ESL Description for ESL

1.5. Apply template.

  1. ESL Kit
  2. HOL Kit
  3. SI Kit
  4. Review Productline Code for Product type: HOL, SI, ESL
  5. Review Production Responsibilities for KIT
BOM Creation and Item Card Creation Document - Word

1.6. Enter Unit of Measure.

  1. PCS for HOL
  2. EA for ESL & SI

1.7. Item Category Code

  1. For HOL
    1. Select Advanced blue link
    2. Open HOL KIT for list
    3. Select specific curriculum kit description, not code
Expand or collapse content 2. Kitting Section
BOM Creation and Item Card Creation Document - Word

2.1. Assign Product Family.

Productline Code and 2-digit curriculum code

2.2. Assign Discipline Type.

Curriculum Type, Kit

2.3. Assign Customization Category.

  1. Standard
  2. Custom
  3. Digital - If Digital, the Production Responsibilities in Item Section will be blank
  4. Hybrid - Contains both hands-on and digital lessons

2.4. Mark the Check Boxes as applicable.

  1. Cold Storage
  2. Latex  based on guidelines provide by Cait for items with rubber, balloons, etc.
  3. Refrigeration  Microbiology Kits
  4. Show on Content List
  5. Explode on Content List
  6. Kit Component
  7. Can be expedited  not used by Derick or Nicola
  8. New Kit Version  not populated on a new item. Do populate on existing item if being replaced by a new version
Expand or collapse content 3. Inventory Section
BOM Creation and Item Card Creation Document - Word

3.1. Net Weight.

Populated when Production Team supplies First Article information.

3.2. Gross Weight.

Populated when Production Team supplies First Article information.

Expand or collapse content 4. Costs & Posting Section
BOM Creation and Item Card Creation Document - Word

4.1. Costing Method.

Populated when Template Applied (Audit to make sure Standard is listed)

4.2. General Prod. Posting Group.

Populated when Template Applied (Audit to make sure Productline Code is listed)

  1. HOL
  2. SI
  3. ESL

4.3. Tax Group Code.

Populated when Template Applied (Audit to make sure Taxable is listed)

4.4. Inventory Posting Group.

Populated when Template Applied (Audit to make sure FG  Finished Goods is listed)

4.5. Foreign Trade: Tariff No.

Populated when Template Applied (Audit to make sure 9023.00.0000 is listed)

Expand or collapse content 5. Price & Sales Section
BOM Creation and Item Card Creation Document - Word

5.1. Unit Price

  1. Enter from Adoption and verify to New Adoption Notice
  2. Enter from SKU CHANGE notice
  3. If discrepancies appear, contact Sales Rep

5.2. Sales Unit of Measure

Populated when Template Applied (Audit to make sure the correct UOM is listed)

  • PCS for HOL
  • EA for SI & ESL
Expand or collapse content 6. Replenishment Section
BOM Creation and Item Card Creation Document - Word

6.1. Replenishment System

Populated when Template Applied (Audit to make sure Prod. Order is listed)

6.2. Lead Time Calculation

Populated when Template Applied (Audit to make sure 3D  3 days is listed)

6.3. Purch. Unit of Measure.

Populated when Template Applied (Audit to make sure PCS is listed)

6.4. Manufacturing Policy

Populated when Template Applied (Audit to make sure Make-to-Stock is listed)

6.5. Routing No.

Based on # of items on BOM:

  1. SML (1-29)
  2. MED (30-55)
  3. LRG (56-81)
  4. XLRG (82-154)
  5. HOLCHEM MODPACK - all CK (chemistry) and GB (general, organic, biological chemistry)
  6. HOLMICROBIO - all MB (microbiology)
  7. ANATOMY MODPACK - all AP (anatomy & physiology)

6.6. Enter Production BOM No.

6.7. Rounding Precision.

Populated when Template Applied (Audit to make sure 1 is listed)

6.8. Flushing Method.

Populated when Template Applied (Audit to make sure Manual is listed)

Expand or collapse content 7. Planning Section
BOM Creation and Item Card Creation Document - Word

7.1. Reordering Policy.

Populated when Template Applied (Audit to make sure Lot-for-Lot is listed)

7.2. Reserve.

Populated when Template Applied (Audit to make sure Optional is listed)

7.3. Order Tracking Policy.

Populated when Template Applied (Audit to make sure Tracking & Action Msg. is listed)

7.4. Include Inventory.

Populated when Template Applied (Audit to make sure Check box is selected)

7.5. Lot Accumulation Period.

Populated when Template Applied (Audit to make sure 30D - 30 days is listed)

7.6. Rescheduling Period.

Populated when Template Applied (Audit to make sure 5D - 5 days is listed)

7.7. Order Modifiers.

Populated when Template Applied (Audit to make sure fields contain):

  1. Minimum  1
  2. Maximum  0
  3. Order Multiple - 1
Expand or collapse content 8. Warehouse Section

This section is not used by Derick or Nicola.

Expand or collapse content 9. Sana Commerce Section

This section is not used by Derick or Nicola.

Expand or collapse content 10. E-Ship Section
BOM Creation and Item Card Creation Document - Word

10.1. Net Weight.

Populated when Production Team supplies First Article information

10.2. Gross Weight.

Populated when Production Team supplies First Article information

10.3. Use Unit of Measure Dimensions

Populated when Template Applied (Audit to make sure Check box is selected)

Expand or collapse content 11. Top Ribbon Section
BOM Creation and Item Card Creation Document - Word
Expand or collapse content HOME Tab

11.1. Unit of Measure.

BOM Creation and Item Card Creation Document - Word
  1. Code: PCS for HOL, EA for SI & ESL
  2. Qty. per UOM -1
  3. Enter shipping box dimensions as listed for shipping box on BOM
    1. 15-2011-00-01  12x12x6 equals 13x12.5.6.5
    2. 15-2016-00-01  12x9x4 equals 13x9.5x4.5
    3. 15-2030-00-01  14 7/8x13x9 equals 16x13.75.9.5
    4. Weight - Populated when Production Team supplies First Article information

11.2. Enter Experiments.

BOM Creation and Item Card Creation Document - Word

Experiments/labs as listed from ExperLogix and verified to the Adoption/SKU Change form.

  1. Select the blue box with down arrow
  2. Select Print & Send
    1. Select Excel and Open
    2. File Save As: DOC BOM  SKU/Production BOM No. https://holscience.sharepoint.com/productdev/Shared%20Documents/02_ScienceFirst%20Products/01_HOL%20Products/03_Document%20BOMs%20for%20QC/
  3. Email to assigned Curriculum Team member for Quality Control/Review with Contents List
BOM Creation and Item Card Creation Document - Word

11.3. Content List

  1. Generate - Print, PDF
  2. Save as: Production BOM No./SKU Contents to OneDrive Folders (ESL Content, HOL Content, SI BOMS)
  3. Email to assigned Curriculum Team member for Quality Control/Review with DOC BOM/Experiment List
Expand or collapse content ACTIONS Tab

11.1. Production

BOM Creation and Item Card Creation Document - Word
11.1.1. Calc. Standard Cost
  1. Cost & Pricing
    1. Standard Cost
    2. Unit Cost
  2. Price & Sales
    1. Profit %

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