Item Summary Tutorial

How to Display an Item Summary 

ℹ️ On the Item Summary,  the View (button) on the top row works with the Search field and always opens the Search (tab). 

ℹ️ Most lists and transactions that include items have the option to right-click an item and select View Item Summary from the context menus. 

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 from the context menu.

3. The item's header information and several tabs will be displayed.

How to Search for Related Items

1. Display an Item Summary.

2. Type 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 will be displayed 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: This is the information that is filled in on the item's header when Creating Items.

   2. Selling Prices: This is the item's selling price that is entered on the item's Costing & Pricing (tab).

   3. Note, Specification, Image: This is the information that is entered on an item's Image & Specs (tab).

How to Display an Inventory Summary

1. Display an Item Summary.

2. Click Inventory (tab).

3. Click Summary (tab). 

4. Three sections are displayed:

   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 Display 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 Display 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 is displayed depends on the item's tracking option. If the item is not tracked, no tab is displayed.

4. If there is tracking information it is displayed. 

How to Display Dependencies

ℹ️ This tab displays the information that appears on an item's Dependencies (tab) when the item is part of an Assembly. 

1. Display an Item Summary.

2. Click Dependencies (tab).

3. A list of items that are part of the assembly is displayed.

4. Click the eye in the last column to open an item on the list.

How to Display 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:

   • Purchases: Displays a list of all the transactions that are 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.

Related Topics

• Reference: Item Summary