Item Summary
Overview
The Item Summary is part of the context menu (right-click menus) of Transactions (Edit View) and Reports (List View) that use Items. It opens a panel on the right with information about the item. The Item Summary can also be added to any Menu Group, by clicking the Fixed radio button. If the Item Summary is added to a menu, it is also added to the Recent list.
This page explains the information that is on the Item Summary.
Top Row Buttons Explained
Info
The item's description appears at the top of the panel in line with the top row buttons.
| Button | Description |
|---|---|
| View | Works in conjunction with the Search block next to it. Displays all the items that match the search criteria. |
| Refresh | Refreshes the display to include recent changes. |
| Menu |
|
Search Tab Explained
Info
This tab displays the search results. If there are no search results, it displays the name of the current item.
| Field | Description |
|---|---|
| Description | The Description of the item. |
| Code | The item's Code. |
| Category | The item's Category. |
| Subcategory | The item's Subcategory. |
| Unit | The item's default Unit. |
| Menu (...) | An eye, that if clicked will switch to Detail (tab). |
Detail Tab Explained
Header Information
| Field | Description |
|---|---|
| Code | The item's Code. |
| Reference | The item's reference. |
| Category | The item's Category. |
| Subcategory | The item's Subcategory. |
| Status | The item's Status. |
| Type | The item's Type (e.g. Material, Assembly, Service). |
| Unit | The item's default Unit. |
| Resolve | The default action taken (e.g. Purchase, Produce, Reserve). |
| Tracking | The tracking option selected for the item (e.g. Batch Tracking). |
Selling Prices
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| Price Lists | A list of linked Sell Prices. If the item is linked to a Price List, the list name and price also appear. |
| Unit | An abbreviation of the Selling Unit. |
| Fixed Sell | The Fixed Sell price. |
| Unit Sell | The Unit Sell Price. |
| Min Qty | The Minimum Quantity that can be sold. |
| VAT | Whether the price includes (Inc.) or excludes (Exc.) VAT. |
| CUR | The Currency that the price is in. |
Image, Notes & Specs
Info
Displays the information entered on the Image, Notes & Specs tab of the item's setup.
| Field | Description |
|---|---|
| Note | Any notes entered for the item. |
| Specification | Any item specifications entered for the item. |
| Image | An images uploaded for the item. |
Inventory Tab Explained
Info
If there are stock movements but the quantities show zero, increase the number of decimals used in stock quantities. See Settings > General Settings: Items & Inventory > Decimals used to display inventory quantity (0-4).
Summary (tab)
Stock Quantities (Location)
| Field | Description |
|---|---|
| ID | The system-generated number for the entry. |
| Location | The item's Location. |
| Unit | The item's Unit. |
| In Stock | The quantity in stock at the specific location. |
| On Order | The quantity Ordered for the specific location. |
| Reserved | The quantity Reserved for orders from a location. |
| Available | The quantity that is available at the specific location. |
| Unit Price | The item's Unit Price. |
| Checkbox | If ticked, the Item's Location Status is Active. |
Stock Checks (Checked)
| Field | Description |
|---|---|
| ID | The system-generated number for the entry. |
| Status | The colour-coded status of the stock check entry. |
| Checked | The date of the last stock check. |
| Location | The Location where the stock was during the stock check. |
| Unit | The stock check Unit. |
| Est Qty | The Estimate Quantity that was on hand (quantity as per transactions in the system). |
| Act Qty | The Actual Quantity that was counted. |
| Var Qty | The Variance between the Estimated and Actual Quantities. |
| Menu (...) | An eye, if clicked will open the relevant Stock Check transaction. The transaction can also be opened by double-clicking it. |
Stock Movements (Graph)
- A visual representation of the item's stock movements for the past 12 months with columns for Received, Issued, and In Stock.
Movement (tab)
Filters and Button Explained
| Field | Description |
|---|---|
| Set | A dropdown list of date options (e.g. This year, Today or No Date for all transactions). Only applies if Movement is selected as the Type. |
| Arrows | Adjusts the dates in the direction of the arrow. |
| Date | From and to dates to filter records. |
| Type | A dropdown list of stock movement types. The options are:
|
| Location | A dropdown list of all the locations at which the item is stored for you to select a specific location. |
| View (button next to the filters) | Displays movement transactions based on the selected filters. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Trans ID | The system-generated number for the transaction. |
| Trans No. | The transaction number. |
| From | The source document of the transaction indicated with the Transaction Type's Code and Number. |
| Date | The date of the transaction. |
| Company | The name of the Customer or Supplier. |
| Reference | The reference on the transaction. |
| Location | The inventory Location of the item involved in the transaction. |
| Updated | The User who updated the transaction. |
| Unit Price (Base) | The Base Unit Price. |
| Unit Price (Trans) | The Transaction's Unit Price. |
| Unit Price (Stock) | The Inventory's Unit Price. |
| Unit | The Base Unit of the item. |
| Unit (Trans) | The Transaction's Unit. |
| Qty (Trans) | The quantity in the transaction. |
| Received | The quantity received. |
| Issued | The quantity issued. |
| Balance | The quantity on hand after the transaction. |
| Menu (...) > Open Transaction | Opens the transaction. The transaction can also be opened by double-clicking it. |
Batches (tab)
Note
This tab only appears if Batch Tracking is enabled on the item.
Info
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Batch No. | The item's Batch Number. |
| Expires | The batch's expiry date. |
| Bin Ref | The item's Bin Number. |
| Location | The item's Location. |
| Qty | The Quantity of the item at the location. |
| Unit Price | The item's unit price. |
| Balance | The balance of the item that was in Stock after the transaction. |
| Note | An icon that can be clicked to create a note. |
| Unit | The item's Unit. |
| Trans No. | The batch's transaction number (the transaction that created the batch). |
| Date | The date of the transaction. |
| From | The document that the batch transaction was copied from. |
Serial Numbers (tab)
Note
This tab only appears if Serial No. Tracking is enabled on the item.
Only the serial numbers in stock appear on the summary. The full list is under Inventory Reports – Serial Numbers.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Trans | The transaction code. |
| No. | The transaction number. |
| Date | The transaction date. |
| Type | The type of transaction. |
| From | The source transaction. |
| Location | The inventory's location. |
| Company | The name of the Customer or Supplier. |
| Reference | The item's reference. |
| Description | The description of the item. |
| Code | The item's code. |
| Trans ID | The system-generated number allocated to the transaction. |
| Serial No | The applicable serial numbers. |
Dependencies Tab Explained
Info
This tab displays information from the Dependencies (tab) on the Item's Setup (Edit View).
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| MatUnit ID | The system-generated number allocated to the Item. |
| Status | The Status of the Item. |
| Costing | The Status of the Costing. |
| Trans No. | The Transaction Number of the dependency entry. |
| Description | The item's Description. |
| Reference | The item's Reference. |
| Category | The item's Category. |
| Code | The item's Code. |
| Qty | The quantity required in the Assembly. |
| Unit | The Unit used in the Assembly. |
| Menu (...) | An eye that can be clicked to open the item's setup page. |
Transactions Tab Explained
Filters and Button Explained
| Filter | Description |
|---|---|
| Set | A dropdown list of date options (e.g. This Year, Today or No Date for all transactions). |
| Arrows | Adjusts the date field in the direction of the arrow. |
| Date | From and to dates to further refine the option chosen under Set. |
| Radio Buttons | Shows the transactions for the selected radio button. The options are:
|
| View (button next to the filters) | Refreshes or generates the list of transactions. |
Fields Explained
Info
Not all these fields are available when selecting Header Links.
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the transaction. |
| Status | The Status of the transaction. |
| Trans No | A code indicating the Transaction Type (e.g. PO-INV) and its number. |
| Date | The date of the transaction. |
| No | The transaction number. This field is included in Trans No. but listed separately for grouping and sorting purposes. |
| Company | The name of the Customer or Supplier. |
| Total (Currency) | The transaction amount in its Currency if the currency is not the local currency. |
| Type | The type of action (e.g. Order, Receive). |
| Location | The inventory Location of the item involved in the transaction. |
| Tracking | The item's tracking information. |
| Qty (Trans) | The quantity of the item in the transaction. |
| Unit (Trans) | The unit of the item in the transaction. item's Unit. |
| Qty (Base) | The item's Base Quantity. |
| Unit (Base) | The item's Base Unit. |
| Price | The Unit Price in its Currency. |
| Price (Local) | The Unit Price in Local Currency. |
| Total (exc) | The transaction amount excluding VAT. |
| Cur | The Currency used in the transaction. |
| Menu (...) | Open Transaction. |
| From | The source document of the transaction indicated with the Transaction Type's Code and Number. |
| Trans | The Transaction Type. This field is included in Trans No. but listed separately for grouping and sorting purposes. |