Item Summary Tutorial

Overview#

You can display an Item Summary from several context menus (right-click menus), such as Transactions and Item Lists. It 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. By default it opens a panel on the right with information about the item. The item summary is unavailable for custom items because that information is only stored in the specific transaction.

💡This tutorial explains how to use an Item Summary to view information about the item.

How to View an Item Summary#

1. Navigate to any report or transaction that has items (e.g. Main Menu > Production > Work Orders > Double-click a Work Order to open it or Main Menu > Items > Items > Menu (button) > Default).
2. Right-click the item you want to view and select View Item Summary.
3. The item's header information and several tabs appear.

How to Search for Related Items#

1. Display an Item Summary.
2. Enter the name or part of the item name in the block that displays Search.
3. Click View (button).
4. A list of items that meet the search criteria appears on the Search tab.

How to Open an Item#

1. Display an Item Summary.
2. Click Menu (button) > Open Item.

How to Find the Information Displayed on the Detail Tab#

1. The detail tab is divided into multiple sections:
   1. Header: The information that is filled in on the item's header when Creating Items.
   2. Selling Prices: The item's selling price that is entered on the item's Costing & Pricing (tab).
   3. Note, Specification, Image: The information that is entered on an item's Image & Specs (tab).

How to View an Inventory Summary#

1. Display an Item Summary.
2. Click Inventory (tab).
3. Click Summary (tab). 
4. Three sections appear:
   1. A summary of Stock Movements (In stock, On Order, Reserved and Available) per location.
   2. Details of any Stock Check transactions. The transaction can be opened by clicking the eye in the last column.
   3. A graph displaying Stock Received, Issued and On Hand over the past year.

How to View Inventory Movement#

1. View an Item Summary.
2. Click Inventory (tab).
3. Click Movement (tab).
4. Change the dates as needed.
5. Select a Type of movement from the dropdown list. The options are:
   • Movement (default): Shows Goods Received, Issued and Returned transactions.
   • On Order: Displays transactions (e.g. Purchase Orders) that have Ordered the inventory.
   • Reserved: Displays transactions (e.g. Sales Orders) that have Reserved the inventory.
6. Select a Location from the dropdown list.
7. Click the View button that is on the movement tab.

How to View Batch Tracking or Serial Number Information#

1. Display an Item Summary.
2. Click Inventory (tab).
3. Click Batches (tab) or Serial Numbers (tab)
   • Note: The tab that appears depends on the item's tracking option. If the item is not tracked, no tab appears.
4. Any tracking information appears.

How to View Dependencies#

1. Display an Item Summary.
2. Click Dependencies (tab).
3. A list of items that are part of the assembly appears.
4. Click the eye in the last column to open an item on the list.

How to View a Summary of an Item's Transactions#

1. Display an Item Summary.
2. Click Transactions (tab).
3. Change the dates as needed.
4. Select one of the radio buttons:

   Field	Description
   Purchases	Displays a list of all the transactions used to Purchase the item (e.g. Purchase Orders).
   Item Links	Displays a list of Linked Transactions (e.g. Goods Received, Supplier Invoices and Purchase Orders) that are linked to the transaction items.
   Header Links	Displays all the Transactions that have a link to the Header Items. Header Links are only available if the feature Link to Item under the Transaction setup is used.

5. Click the View button that is on the tab.