Item Views

List View: Default View

Buttons Explained

• View: 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.

    • 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.

    • Inventory: Changes the Inventory checkbox to be either ticked (inventory item) or unticked (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 from Active to Inactive or vice versa.

    • Sub Category: Changes the items' Sub Categories to the selected subcategory.

    • Supplier: Changes the items' Suppliers to the selected supplier.  

    • Tracking: Changes the items' Tracking options to the selected tracking option.

    • Type: Changes the items' Type to the selected type.

  • Update: Only appears when Batch Update is activated. Applies the changes as selected under Batch Update.

  • Update Checklist: Updates the selected items' Checklists.

  • Format Descriptions: Formats the selected items' descriptions so each word starts with an uppercase letter.

  • Online Library: Allows users to import items from an online database (mostly applicable to the printing industry).

• Menu:

  • Reset Data Filter: Resets the selected filters

  • Views:

    • Default View: Displays a list of items with columns available for most of the descriptive information (e.g. description, category, location).

    • Estimate View: Displays a list of items with columns shown that are applicable to Estimating (e.g. unit, waste %, dimensions).

    • Assets View: Displays a list of items classified as assets with purchase and depreciation information.

  • Settings

    • Edit Classes: Allows users to create or edit Classes.

    • Edit Categories: Allows users to create or edit Categories.

    • Edit Inventory Locations: Allows users to create or edit Location Groups and Locations.

    • Edit Make lookup list: Allows users to create or edit lookup lists for the Makes of their products.

    • Edit Model lookup list: Allows users to create or edit lookup lists for the Models of their products.

  • Export

    • Email Excel: Opens the default email template with the list attached in .xlsx format.

    • Export Grid: Allows users to select a save location on their local or cloud server for the list in .xlsx format.

  • Layout & Grids

    • Auto Row Height

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Set: Allows users to select a date option from a dropdown list.

• ⬅ ➡ : Adjusts the date based on the date selected under Set.

• Date: Available on certain date options. Allows user to further refine the report dates.

• Category: A dropdown list of all the categories from which users can select a specific category or All.

• Supplier: A dropdown list of all the suppliers from which users can  select a specific supplier or All.

• Location: A dropdown list of all the locations from which users can select a specific location or All.

• Type: A dropdown list of all the item types from which users can select a specific type or All.

• Status: A dropdown list of all the statuses from which users can select a specific status or All.

• Data: A dropdown list with:

  •  All: Shows all the items. 

  • Pass: Shows only items that pass their checklists or have no checklists.

  • Fail: Shows only items that fail their checklists and shows the failure reasons in the checklist column.

• Inventory: A checkbox that if checked will only show inventory items.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID / RID: A system-generated number.

• Status: The current Status of the item which can be Active 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.

• Location: The item's Location if the item is a non-inventory item.

• Customer Code: The Customer Code selected in the item's header information.

• Supplier Code: The Supplier Code selected in the item's header information.

• Sub Category: The item's Sub Category.

• Type: The type of item. Options include:

  • 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.

• Customer: The name of the Customer selected in the item's header information.

• Unit: The item's Base Unit (Inventory Unit).

• Inventory: Checkbox that is checked if the item is an Inventory Item.

• 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.

• 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.

  • View Item 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.

List View: Estimate View

Buttons Explained

• View: Generates a list of items based on the selected filters.

• Recent: Lists the recently viewed items for quick navigation.

• New: Creates a new item. 

• Save: Saves any changes.

• Actions: 

  • Batch Update: Allows changes to all the selected items. The options are:

    • Caption: Changes the Costing's Caption to the new caption typed in the block.

    • Depth: Changes the Depth to the new depth typed in the block.

    • Description: Options to select if the item's Description appears in the Estimate. Options are:

      • N/A: The Description is not included in the estimate.

      • Description: The Description is included in the estimate description.

      • 1 x Description: The Quantity and Description are included in the estimate description. 

    • Height: Changes the Height to the new height typed in the block.

    • Qty: Changes the Quantity to the new quantity typed in the block.

    • Qty Type: Changes the Quantity Type to the new type selected from the dropdown list. Options are: 

      • Fixed: Fixed Quantity

      • x: Costing is multiplied by the number of items (x) produced. 

      • x Size: quantity is calculated based on the size of the item. 

      • /: Divide by the Quantity

      • x Hr/s: Relates to Services used in Est Qty x Hours. 

    • Round Up: The integer the costing must be rounded up to that is typed in the block.

    • Status: Changes the Status of the Costing to the new status selected from the dropdown list. Options are:

      • Inactive

      • Active

      • Active - Don't Adjust

      • Budget

      • Budget - Don't Adjust

    • Waste %: Changes the percentage of items wasted during production to the percentage typed in the block.

    • Width: Changes the Width to the new width typed in the block. 

  • Update: Only appears when Batch Update is activated. Applies the changes as selected under Batch Update.

  • Format Descriptions: Formats the selected items' descriptions so each word starts with an uppercase letter.

  • Online Library: Allows users to import items from an online database (mostly applicable to the printing industry).

• Menu:

  • Reset Data Filter: Resets the selected filters.

  • Views:

    • Default View: Displays a list of items with columns available for most of the Descriptive information (e.g. description, category, location).

    • Estimate View: Displays a list of items with columns shown that are applicable to Estimating (e.g. unit, waste %, dimensions).

    • Assets View: Displays a list of items classified as assets with purchase and depreciation information.

  • Settings

    • Edit Classes: Allows users to create or edit Classes.

    • Edit Categories: Allows users to create or edit Categories.

    • Edit Inventory Locations: Allows users to create or edit Location Groups and Locations.

    • Edit Make lookup list: Allows users to create or edit lookup lists for the Makes of their products.

    • Edit Model lookup list: Allows users to create or edit lookup lists for the Models of their products.

  • Export

    • Email Excel: Opens the default email template with the list attached in .xlsx format.

    • Export Grid: Allows users to select a save location on their local or cloud server for the list in .xlsx format.

  • Layout & Grids

    • Auto Row Height

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Category: A dropdown list of all the categories for users to select a specific Category or All.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number for the item.

• Description: The user-provided item's Description.

• Code: The item's Code.

• Category: The item's Category.

• Sub Category: The item's Sub Category.

• Unit: The item's Base Unit (Inventory Unit).

• Quantity Type: The item's Quantity Type.

• Quantity: The item's Quantity per Unit.

• Waste %: The percentage of the item that is wasted during production.

• Round Up: The integer that the Costing is rounded up to (0 = the costing is not rounded).

• Depth: The item's Depth.

• Width: The item's Width.

• Height: The item's Height.

• Status: The Status of the Costing.

• Caption: The Costing's Caption.

• Description: Whether the item's Description is included in the Estimate Description.

• Active: A checkbox showing whether the item is Active (checkmark) or Inactive (no checkmark).

List View: Assets View

Buttons Explained

• View: Generates a list of items based on the selected filters.

• Actions: 

  • Batch Update: Allows changes to all the selected items. The options are:

    • Asset Type: Changes the Asset Type to the type selected from the dropdown list. The options are:

      • Machine

      • Equipment

      • Furniture & Fittings

      • Vehicles

    • Location: Changes the Location to the one selected from the dropdown list. The options are:

      • Admin and Accounting

      • Engineering and Design

      • Procurement

      • Production

      • Sales

    • Depn Type: Sets the Depreciation Type to the method selected from the dropdown list. The options are:

      • Straight Line

      • Reducing Balance

    • Depn Periods: Sets the Depreciation Period to the number typed in the first block and Months or Years as selected in the second block.

    • Purchase Date: Sets the Purchase Date to the date selected from the calendar.

    • Purchase Value: Changes the Purchase Value to the amount typed in the block provided.

    • Start Date: Sets the Date to start calculating depreciation to the date selected from the calendar.

    • Start Value: Sets the Value from which to start calculating depreciation to the value typed in the block provided.

    • Account (Asset): Sets the Asset account for the accounting transactions in the Ledger to the account selected from the dropdown list (e.g. Motor Vehicles at Cost)

    • Account (Asset Depn): Set the Accumulated Depreciation account for the accounting transactions in the Ledger to the account selected from the dropdown list (e.g. Motor Vehicles Accumulated Depreciation)

    • Account (Exp Depn): Set the Depreciation Expense account for the accounting transactions in the Ledger to the account selected from the dropdown list (e.g. Depreciation)

  • Update: Only appears when Batch Update is activated. Applies the changes as selected under Batch Update.

  • Format Descriptions: Formats the selected Items' Descriptions so each word starts with an uppercase letter.

  • Online Library: Allows users to import items from an online database (mostly applicable to the printing industry).

• Menu:

  • Reset Data Filter: Resets the selected filters.

  • Views:

    • Default View: Displays a list of items with columns available for most of the Descriptive information (e.g. description, category, location).

    • Estimate View: Displays a list of items with columns shown that are applicable to Estimating (e.g. unit, waste %, dimensions).

    • Assets View: Displays a list of items classified as assets with purchase and depreciation information.

  • Settings

    • Edit Classes: Allows users to create or edit Classes.

    • Edit Categories: Allows users to create or edit Categories.

    • Edit Inventory Locations: Allows users to create or edit Location Groups and Locations.

    • Edit Make lookup list: Allows users to create or edit lookup lists for the Makes of their products.

    • Edit Model lookup list: Allows users to create or edit lookup lists for the Models of their products.

  • Export

    • Email Excel: Opens the default email template with the list attached in .xlsx format.

    • Export Grid: Allows users to select a save location on their local or cloud server for the list in .xlsx format.

  • Layout & Grids

    • Auto Row Height

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Category: A dropdown list of all the categories for users to select a specific Category or All.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number for the entry.

• MatUnit ID: The system-generated number for the material unit.

• Status: The Status of the Asset.

• Description: The user-provided item's Description.

• Code: The item's Code.

• Reference: The item's Reference.

• Sub Category: The item's Sub Category.

• Category: The item's Category.

• Asset Type: The Type selected for the Asset.

• Serial No.: The asset's Serial Number.

• Reg No.: The asset's Registration Number.

• Location: The asset's Location.

• Updated by: The user who last updated the record.

• Depn Type: Whether the Reducing Balance or Straight Line method is used.

• Depn Periods: The number of months or years over which the asset is depreciated.

• Purchase Date: The asset's Purchase Date.

• Purchase Value: The asset's Purchase Value.

• Start Date: The Date from which depreciation is calculated.

• Start Value: The Value of the asset at the depreciation start date.

• Context Menu (right-click): Opens the asset.

Miscellaneous

• By default, a red Warning bar is displayed when the Description on an Item is blank or the Code has been duplicated. 

• The visible tabs on the Edit View are determined by the Menu > Set Tabs functionality. (Values are stored in the VIEWDATAID field.)

Related Topics

• Reference: Items

• Reference: Item Categories

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Item Locations

• Tutorial: Items

• Tutorial: Item Categories

• Tutorial: Item Classes

• Tutorial: Item Creation and Editing

• Tutorial: Item Customisation

• Tutorial: Item Locations

• Tutorial: Item Views