Item Classes Tutorials

Table of Contents

How to Create a Class

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Click New (button) to open an edit form.
4. Name = Type in a name for the new Class.
5. Data Type = Select an option from the dropdown list (Standard, Assets, Flexo-Machine, Fasteners).
6. Click the checkbox next to Auto Description / Specification to have those fields automatically created, or

type a description in the block beneath Description (Tag) and Specification (Tag).

1. Description (SQL) = This field is unavailable if Auto Description / Specification is selected.
   1. Customise the Description as follows:
      1. Click Edit (button) next to Description (SQL) to open a form with the available SQL Tables and Fields.
      2. Click Template (button) to add a shell to work from.
      3. Click the field you want to edit.
      4. Select a Table and double click one of the available fields to replace the field you previously selected.
      5. Click Save (button).
2. Specification (SQL) = This field is unavailable if Auto Description / Specification is selected.
   1. Customise the Specification as follows:
      1. Click Edit (button) next to Specification (SQL) to open a form with the available SQL Tables and Fields.
      2. Click Template (button) to add a shell to work from.
      3. Click the field you want to edit.
      4. Select a Table and double click one of the available fields to replace the field you previously selected.
      5. Click Save (button).
3. Warning (SQL)  =
   1. Create a warning (e.g. field is not filled in or a status not set) as follows:
      1. Click Edit (button) next to Warning (SQL) to open a form with the available SQL Tables and Fields.
      2. Click Template (button) to add a shell to work from.
      3. Click the field you want to edit.
      4. Select a Table and double click one of the available fields to replace the field you previously selected.
      5. Click Save (button).

How to Edit a Class

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Right-click a class and select Edit from the context menu.

How to Create or Edit Class Input Fields

ℹ️ Input Fields allow you to create more fields or checkboxes for the Class.

1. Navigate to Main Menu > Items > Items.Click Menu (button) > Edit Classes.Double-click a class to open it.Click Edit Input Fields (button).Click New (button) to create a new field.Fill in the details as required:ID: Auto-generated.Name: Auto-generated but you can overtype it to give it a more descriptive name (recommended).Caption = Type a caption.Editor = Select an option from the dropdown list. The options are:Checkbox: A yes/no checkbox is created.ComboBox (Fixed list): A lookup list is created. Users must select one of the entries.ComboBox (Editable): A lookup list is created. Users can select an entry or enter something else.Customer: Users must select a customer from a dropdown list of customers.Date: A date must be selected.Date (Read-only): A date is prefilled and cannot be edited.Filename: The name of a file is entered.Group Header: The applicable Group Header is filled in.Image: The field requires an image.Item: Users must select an item from a dropdown list of items.Memo: Users can type a memo.Number: A number must be entered.Number (Read-only): A specific number is displayed.Supplier: Users must select a supplier from a dropdown list of suppliers.Text: Users can input text.Text (Read-only): Specific text is displayed.Time: Users can select a time from a time field.Timestamp: Users can select a date and time from the calendar and time fields.Caption: The caption is displayed.Lookup (SQL): SQL is used to create a lookup list.Layout = Select an option from the dropdown list of where the field will be displayed.Caption = Select an option from the dropdown list of where the caption should be displayed.Width = Type in the width of the field (only applicable to certain fields e.g. text fields).Decimal = Type how many decimal places to use (if applicable).Arrows: Move the line up or down the hierarchy (only applicable if there are multiple input fields).Menu: Allows you to change the hierarchy or delete the line item.
   1. Navigate to Main Menu > Items > Items.
   2. Click Menu (button) > Edit Classes.
   3. Double-click a class to open it.
   4. Click Edit Input Fields (button).
   5. Click New (button) to create a new field.
   6. Fill in the details as required:
      1. ID: Auto-generated.
      2. Name: Auto-generated but you can overtype it to give it a more descriptive name (recommended).
      3. Caption = Type a caption.
      4. Editor = Select an option from the dropdown list. The options are:
         • Checkbox: A yes/no checkbox is created.
         • ComboBox (Fixed list): A lookup list is created. Users must select one of the entries.
         • ComboBox (Editable): A lookup list is created. Users can select an entry or enter something else.
         • Customer: Users must select a customer from a dropdown list of customers.
         • Date: A date must be selected.
         • Date (Read-only): A date is prefilled and cannot be edited.
         • Filename: The name of a file is entered.
         • Group Header: The applicable Group Header is filled in.
         • Image: The field requires an image.
         • Item: Users must select an item from a dropdown list of items.
         • Memo: Users can type a memo.
         • Number: A number must be entered.
         • Number (Read-only): A specific number is displayed.
         • Supplier: Users must select a supplier from a dropdown list of suppliers.
         • Text: Users can input text.
         • Text (Read-only): Specific text is displayed.
         • Time: Users can select a time from a time field.
         • Timestamp: Users can select a date and time from the calendar and time fields.
         • Caption: The caption is displayed.
         • Lookup (SQL): SQL is used to create a lookup list.
      5. Layout = Select an option from the dropdown list of where the field will be displayed.
      6. Caption = Select an option from the dropdown list of where the caption should be displayed.
      7. Width = Type in the width of the field (only applicable to certain fields e.g. text fields).
      8. Decimal = Type how many decimal places to use (if applicable).
      9. Arrows: Move the line up or down the hierarchy (only applicable if there are multiple input fields).
      10. Menu: Allows you to change the hierarchy or delete the line item.

How to Create a Selectable Stored Procedure

1. Create Input Fields as explained (above).
2. Click Menu (button) > Create selectable Stored Procedure.
   1. A pop-up will confirm that the procedure was created.
   2. The code will be copied to your clipboard.
3. Navigate to an SQL Input Field and paste the code.

How to Create Class Checklists

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes
3. Click Edit Checklist (button).
4. Click Add (button).
5. Description = Type a description.
6. Code = Type a code.
7. Type = Select a type from the dropdown list:
   1. Manual: Users must manually approve the checklist.
   2. Auto: SQL code is used to approve the checklist.
   3. Override: SQL code is used to approve the checklist but users can override it.
8. Click Save (button).

How Add or Edit SQL for Auto Checklists

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes
3. Click Edit Checklist (button).
4. Click Edit (button).
5. Right-click a checklist and select Edit SQL from the context menu (Auto and Override types only).
6. Click Template (button) to prefill the form in the right format or enter your own SQL.
7. Change any of the fields as needed.
8. Click Save (button) on the Template, and Save (button) on the popup.
9. Close the popup using the X in the corner.

How Edit Class Descriptions (SQL)

ℹ️ The same procedure can be followed to Edit a Specification, Warning, or other SQL fields.

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Double-click a class to edit it.
4. Click Edit (button) next to Description (SQL).
5. Click Template (button) to prefill the form in the right format or enter your own SQL.
6. Change any of the fields as needed.
7. Click Save (button) on the Template, and Save (button) on the popup.
8. Close the popup using the X in the corner.

How to Copy a Class

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Right-click a class and select Copy from the context menu.
4. Confirm that you want to copy the class from the popup.
5. Edit any of the fields (as described under How to Create a Class).

How to Delete a Class

ℹ️ Before you can delete a Class you must delete any of the SQL fields linked to the class.

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Right-click a class and select Delete from the context menu.
4. Confirm the deletion on the pop-up.

Related Topics

• Reference: Items
• Reference: Item Categories
• Reference: Item Classes
• Reference: Item Creation and Editing
• Reference: Item Customisation
• Reference: Inventory Locations
• Reference: Item Views
• Tutorial: Items
• Tutorial: Item Categories
• Tutorial: Item Classes
• Tutorial: Item Creation and Editing
• Tutorial: Item Customisation
• Tutorials: Item Editing
• Tutorial: Inventory Locations
• Tutorial: Item Views