Item Views Tutorials

Table of Contents

How to View a List of Items

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Default

3. Set the Filters as needed (see How to Filter Views below).

4. Click View (button).

How to Add or Remove Columns in Default View

ℹ️ Certain fields can be updated as a group (batch) but not all these fields are shown by default.

You can show and hide the fields as follows:

1. Display a list of items (See How to View a List of Items above).

2. Click the Field Chooser (*) in the first column of the list.

3. Tick and untick the columns you want to be displayed. Available columns:

   • Actions (Menu) (default)

   • Category (default)

   • Checklist

   • Code (default)

   • Costing

   • Customer

   • Customer Code

   • Description (default)

   • ID

   • Inventory

   • Location

   • Make

   • Model

   • Note

   • Reference (default)

   • Resolve (default)

   • RID

   • Specification

   • Status (default)

   • Status Note

   • Subcategory (default) 

   • Supplier

   • Supplier Code

   • Tracking

   • Type (default)

   • Unit (default)

   • Updated

   • Updated by

   • Yield Qty

How to View Estimating Information

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Estimate

3. Select a specific Category or All of them.

4. Click View (button).

How to Add or Remove Columns in Estimate View

1. Display a list of items (See How to View Estimating Information above).

2. Click the Field Chooser (*) in the first column of the list.

3. Tick and untick the columns you want to be displayed. Available columns:

3. • Active (default)

   • Caption (default)

   • Category (default)

   • Code

   • Depth (default)

   • Description (default): The item's description.

   • Description (default): Whether to include the item's description in the estimate.

   • Height (default)

   • ID

   • Qty  (default)

   • Qty Type  (default)

   • Round Up (default)

   • Status (default)

   • Sub-category

   • Unit (default)

   • Waste % (default)

   • Width (default)

How to View Items Classified as Assets

1. Navigate to Main Menu > Items > Items.

2. Click Menu (button) > Assets.

3. Select a specific Category or All of them.

4. Click View (button).

How to Add or Remove Columns in Assets View

1. Display a list of Assets (See How to View Assets above).

2. Click the Field Chooser (*) in the first column of the list.

3. Tick and untick the columns you want to be displayed. Available columns:

   • Account (Asset Depn)

   • Account (Asset)

   • Account (Exp Depn)

   • Asset Type (default)

   • Category

   • Code (default)

   • Depreciation Periods (default)

   • Depreciation Type (default)

   • Description (default)

   • ID

   • Location (default)

   • Matunit ID

   • Purchase Date (default)

   • Purchase Value (default)

   • Reference (default)

   • Reg. No. (default)

   • Serial No. (default)

   • Start Date (default)

   • Start Value (default)

   • Status (default)

   • Sub Category

   • Updated by

How to View Inventory Items

ℹ️ There is an Inventory checkbox when an item is created or edited. If the checkbox is ticked, the item is an inventory item.  

1. Display a list of items in the Default View (See How to View a List of Items above).

2. Tick the checkbox next to Inventory.

3. Click View (button).

How to View Items That Are Not Inventory Items

1. Display a list of items in the Default View (See How to View a List of Items above).

2. Use the Field Chooser and select the Inventory column (See How to Add or Remove Columns in Default View above).

3. Click the soft filter icon next to Inventory (the column header) and tick False.

How to Filter Views: Default View

1. Display a list of items in the Default View (See How to View a List of Items above).

2. Select the Filters in the header from the dropdown lists:

   • Set (date): Choose a Date option and refine it (if available) in the date fields below.

   • Category: Select All or a specific Category.

   • Supplier: Select All or a specific Supplier.

   • Location: Select All or a specific Location.

   • Type: Select All or a specific Type.

   • Status: Select All or choose to view only Active or Inactive records.

   • Data: Select All or choose to view only records that Pass or Fail their checklists. 

3. Click View (button).

How to View and Refine Audits

1. Display a list of items in the Default View (See How to View a List of Items above).

2. Right-click the item you want to view and select View Audits from the context menu.

3. Select a Date next to Set and refine the Date if necessary in the provided date fields.

4. Select a Module from the dropdown list next to Module and refine the list in the adjacent dropdown blocks (where applicable).

5. Select a User or leave the default All.

6. Click View (button).

7. There are additional grouping options if you click the Menu (button):

   • Date Grouping: By Date, by Month, by Year, Relative.

   • Expand Groups.

   • Collapse Groups.

How to Email the Report

1. Display a list of Items (See How to View a List of Items above).

2. Click Menu (button) > Email Excel to open your default email template and attach the item list in .xlsx format.

3. Click Menu (button) > Export Grid to choose a save location for the .xlsx file on the server. 

Related Topics

• Reference: Items

• Reference: Item Categories

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Item Locations

• Reference: Item Views

• Tutorial: Items

• Tutorial: Item Categories

• Tutorial: Item Classes

• Tutorial: Item Creation and Editing

• Tutorial: Item Customisation

• Tutorial: Item Locations

• Tutorial: Item Views