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Transaction Manager: What is the Primary Item Field?
Transaction Manager: What is the Primary Item Field?

This article briefly explains the purpose and function of the Primary Item Field in the Item Catalog.

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Written by Support
Updated over a year ago

Product: Transaction Manager


The Primary Item Field in Transaction Manager represents the Item being used by your Trading Partner as the primary identification code used to represent an Item. This varies from partner to partner but should be consistent for all orders by a specific trading partner.

The Primary Item Field can be any item code, whether it is the UPC #, Buyer's Item #, Vendor Item #, or any of the many other codes used to identify items.

Note: The Item designated as Primary is usually determined by your Trading Partner.


In the Item Catalog

When in the Item Catalog, you will find that the second column will always represent your Primary Item Field that was set. The system will automatically shift it based on your selection in order to easily update your Item Catalog with the fields needed to properly translate your data when using an Integrated Connection to your ERP.


Multiple Primary Items

If you have multiple Primary Item Fields set that differ from one another within the Translations setup, it will result in multiple Item Catalogs. To ensure that you select the proper catalog, select the Catalog Primary Item Field in your Item Catalog to update the appropriate one based on your needs.

Note: If you do not need multiple catalogs, set all of your Primary Item Fields to the same value.


Setting the Primary Item Field

You can update the Primary Item by navigating to the Trading Partner record, and then selecting Preferences > Transactions via the action bar. On the Transaction Setup page, click the Translations tab. It is best practice to change all Primary Item Field dropdowns to the correct value unless otherwise instructed by your Implementation Specialist.

Note: The default Primary Item in Transaction Manager is the UPC #, so if this value is not being sent, the Primary Item will need to be updated in the Transaction Setup section of the Trading Partner record.


Integrated Customers

If you are using an Integrated Connection to your ERP system, ensure that your Primary Item is properly set up for all Transactions, as this is what is used to properly link your ERP's items to your Trading Partner's items during Import and Export operations.

Important: The Item Translation column represents your ERP Item and requires an exact match with spacing and case sensitivity.


Related Topics

rev: 12/05/2023

Additional Resources


rev: 7/10/2023

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