---
title: "Create Item Wizard"
slug: "bc-create-item-wizard"
description: "Create new items quickly using the Create Item Wizard, copying details from templates, catalog items, or existing items for efficient project management."
updated: 2026-06-25T09:59:07Z
published: 2026-06-25T09:59:07Z
canonical: "docs.staedean.com/bc-create-item-wizard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Item Wizard

Use the **Create Item Wizard** to create new items quickly from the ProjectBudget line or project item planning line. You can copy selected information from another item, a catalog item, or create a new item from a template.

## Page 1

To create a new item:

1. Select the **Create Item** action from the **ProjectBudget** ribbon.
2. Enter a new **Description** and optionally **Description 2**.
3. Enter a new **Item No.** or select the number series through the assist edit.
4. Select an option in **Copy Details From**:
  - **Blank**: Manually complete the fields below.
  - **Item**: Copy details from another item.
  - **Catalog Item**: Copy details from a catalog item.
  - **Template**: Complete the new item with details from a template.
5. From which do you want to copy? Based on the option selected in step 4.
6. Select a new unit of measure (mandatory field).
7. Select whether you want the unit cost calculated.

## Page 2

When an item is selected on the first page, the following information can be selected for copying:

- **Dimensions**
- **Units of Measure**
- **Stock Keeping Units**
- **Variants**
- **Translations**
- **Extended Texts**
- **BOM Components**
- **Sales Prices**
- **Sales Line Discounts**

## Page 3

The next page of the wizard is pre-filled based on the copy selection from page 1, but can be updated. Fill in or review the following fields:

- **Item Category**
- **Product Group**
- **Gen. Prod. Posting Group**
- **Inventory Posting Group**
- **VAT Prod. Posting Group**
- **ProjectCost Type**
- **Replenishment System**
- **Service Item Group**
- **Costing Method**
- **Indirect Cost %**
- **Price/Profit Calculation**
- **Profit %**
- **Price Includes VAT**
- **Item Disc. Group**
- **Allow Invoice Disc.**
- **Automatic Ext. Texts**
- **Tax Group Code**
- **Warehouse Class Code**

The next pages of the wizard are based on the selected replenishment system.

## Page 4

Purchase item: fill in the following fields:

- **Vendor**
- **Vendor Item Number**

## Page 5

Production item: routing. Set a routing for the item:

- How do you want to assign a routing (existing, **Copy From**, **Create New**)
- Which routing to use
- Which routing version
- Number of the new routing
- Describe your routing

## Page 6

Production item: BOM. Set a bill of material for the item:

- How do you want to assign a BOM (existing, **Copy From**, **Create New**)
- Which BOM to use
- Which BOM version
- Number of the new BOM
- Describe your BOM

## Page 7

Last page:

- **Finish**: Complete the wizard, create the item, and insert it on the budget or planning line.
- **Back**: Return to page 3.
- **Close**: Leave the wizard without Anywhere Mobility Solutions updates.

## Related

- [Project budgeting](/bc-project-budgeting.md)
- [Project quotes](/bc-project-quotes.md)