When you first navigate to items and click the View (button) you are presented with a list of items. The list of items is available in two views: Default and Estimating. The report can be filtered and amended to provide you with the information you need.
Generates a list of items based on the selected filters.
Recent
Lists the recently viewed items for quick navigation.
New
Creates a new Item.
Actions
Batch Update: Allows changes to all the selected items when Update (button) is clicked.
Account: Adds or removes the selected account.
Category: Changes the items' categories to the selected category.
Clear Image: Deletes the Image from all the selected items.
Costing: Changes the Status of the Items' Costings.
Customer: Changes the items' customers to the selected customer.
Image: Includes two buttons:
Check Size: Checks the size of images for existing items (items created before this feature was introduced).
Resize: Resizes the image to be smaller or equal to the kb entered in the adjacent block. This process changes the resolution of the image and cannot be undone.
Inventory: Changes the Inventory checkbox to be either checked (inventory item) or unchecked (not an inventory item).
Make: Changes the Make, linked to the item, to the selected make.
Model: Changes the Model, linked to the item, to the selected model.
Reference: Changes the items' reference to the new reference typed in.
Resolve: Changes the existing resolve option to the selected resolve option.
Status: Changes the items' Status to the one selected on the adjacent dropdown list. The options are Active, Review or Inactive.
Subcategory: Changes the items' subcategories to the selected subcategory.
Supplier: Updates the supplier to the one selected.
Entities: Changes the entity to the selected entity.
Tracking: Changes the items' tracking options to the selected tracking option.
Type: Changes the items' type to the selected type.
Update Checklist: Updates the selected items' Checklists.
Format Descriptions: Formats the selected items' descriptions so each word starts with an uppercase letter.
Online Library: Import items from an online database (mostly applicable to the printing industry).
Menu
Reset Data Filter: Resets the selected filters.
View Changelog: Displays a list of changes.
Views:
Default: Displays a list of items with columns available for most of the descriptive information (e.g. description, category, location).
Estimate: Displays a list of items with columns shown that are applicable to Estimating (e.g. unit, waste %, dimensions).
Assets: Displays a list of items classified as assets with purchase and depreciation information.
The current Status of the item which can be Active, Review, or Inactive.
Description
The user-provided Item's Description.
Note
Shows any Note created for the item.
Specification
Shows Specification information.
Reference
The user-provided Reference.
Code
The Code, short description or abbreviation of the item's description.
Make
The item's Make as selected from a lookup list.
Model
The item's Model as selected from a lookup list.
Category
The item's Category.
Customer Code
The Customer Code selected in the item's header information.
Supplier Code
The Supplier Code selected in the item's header information.
Subcategory
The item's Subcategory.
Type
The type of item. Options are:
Assembly: The item contains a Costing.
Material: A tangible item that can be kept in Stock.
Service: A labour item costed on Hourly Rate and Time.
Other: Used for items that are not one of the above. NB. These items cannot be added to Estimates.
Tracking
Whether the item is tracked:
N/A: Not tracked.
Batch: Tracked by Batches from receipt to final product.
Serial No.: Tracked using their Serial Numbers, for example, electronic goods.
Yield: Tracked by the item's expected Yield Quantity (as entered).
Yield Qty
If the item is tracked by Yield, the Quantity that the item should yield.
Checklist
If the Data Filter is set to Fail, this column will show a summary of the Checklist Items which are highlighted green for pass or red for fail.
Resolve
The Resolve option chosen for the item.
Entities
The entities linked to the item.
Customer
The name of the customer selected in the item's header information.
Location
The item's Location if the item is linked to a customer. The location is as per the customer's records (e.g. if a machine is serviced, the location of the machine).
Supplier
The supplier linked to the item.
Unit
The item's Base Unit (Inventory Unit).
Inventory
The inventory location option (None, All Locations, Fixed Location).
Status Note
Displays the Note that is typed onto the item's status bar.
Costing
The Status of the Costing.
Updated by
The User who last updated the item.
Updated
The Date of the last update.
Image (kb)
The size of the image. For existing items, the size is only displayed if it has been checked. It can be checked using batch updates in List View or in Edit View by clicking Actions (button) > Check Image Size on the image section.
Image
A checkbox. Checked if an image is attached.
Menu (...)
A submenu to:
Open Item: Opens the item.
Copy Item (Complete): Copies the item to make a new item. Will copy the Costing (tab) and set the Costing Status to Draft.
Copy Item (Excluding Costing): Copies the item to make a new item but excludes the Costing (tab).
Delete Item: Deletes the item.
ViewItem Summary: Displays a Summary of the item's information and transactions.
View Audits: Displays the Users and Dates on which the item was changed.
Supplier
The name of the Supplier selected in the item's header information.
