Embedded Files
Overview
Overview
In BOS Enterprise, inventory is managed by creating items. Items can be created for parts, finished goods, services, or outsourced supplies. Physical items that are kept in stock are marked as Inventory Items. Organisations should create items for every product they buy, manufacture or supply. For example, a motor-vehicle manufacturer may have an item for the base car, items for all the optional extras, and items for all the spares.
These tutorials explain how to edit a single item and how to edit multiple items simultaneously.
Navigation Example: Main Menu > Items > Items
Table of Contents
Table of Contents
How to Copy an Item with Costing
How to Copy an Item with Costing
Navigate to Items.
Right-click the item you want to copy and select Copy Item (Complete) from the context menu.
Edit the copied item as needed. (See How to Create an Item from Scratch for more information about the fields.)
How to Copy an Item without Costing
How to Copy an Item without Costing
Navigate to Items.
Right-click the item you want to copy and select Copy Item (Excluding Costing) from the context menu.
Edit the copied item as needed. (See How to Create an Item from Scratch for more information about the fields.)
How to Edit an Item
How to Edit an Item
Navigate to Items.
Right-click the item you want to edit and select Open Item from the context menu.
Click Edit (button).
Make any changes as needed. (See How to Create an Item from Scratch for more information about the fields.)
How to Format Item Descriptions
How to Format Item Descriptions
Navigate to Items.
Select the item(s) you want to format. (Use Ctrl + left click to select several items).
Click Actions (button) > Format Descriptions.
Confirm that you want to format the descriptions.
Note: The descriptions are formatted so that every word of the description starts with an uppercase letter, and the rest of the word is in lowercase.
How to Update a Batch of Records (Batch Update) in Default View
How to Update a Batch of Records (Batch Update) in Default View
Navigate to Items > Menu (button) > Default.
Select the Item(s) you want to format. (Use Ctrl + left click to select several items).
Click Actions (button) > Batch Update
Select one of these options to change and supply the information in the block next to it:
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 to the status selected from the dropdown list.
Customer: Changes the items' Customers to the selected customer.
Entities: Changes the items' Entities to the selected entity.
Inventory: Allows the inventory option to be changed to None, Fixed Locations, or All Locations. If the option for Fixed Locations is selected, locations can be added or removed by selecting a location and clicking the applicable buttons.
Make: Changes the make (of machinery, equipment etc.), linked to the item, to the selected Make.
Model: Changes the model (of machinery, equipment etc.), 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.
Subcategory: Changes the items' Subcategories to the selected subcategory.
Entities: Provides a dropdown list of entities. Entities can be Added or Removed by clicking the applicable buttons.
Tracking: Changes the items' Tracking Options to the selected tracking option.
Type: Changes the items' Type to the selected type.
Click Update (button) in most cases (unless Clear, Add, or Remove buttons were used).
Confirm the change on the popup.
How to Update a Batch of Records (Batch Update) in Estimate View
How to Update a Batch of Records (Batch Update) in Estimate View
Navigate to Items > Menu (button) > Estimate.
Select the item(s) you want to format. (Use Ctrl + left click to select several items).
Click Actions (button) > Batch Update.
Select one of these options to change and supply the information in the block next to it:
Adj%: Changes the item's adjustment (applicable to General Estimates that use Cost Prices) to the one typed in the adjacent block.
Caption: Changes the costing's caption to the one typed in the adjacent block.
Depth: Changes the depth to the number typed in the adjacent block.
Description: Options to select if the item's description is included in the description of an estimate. The options are:
N/A: Does not appear.
Description: The description will appear.
1 x Description: The description and quantity will appear.
Height: Changes the height to the number typed in the adjacent block.
Qty: Changes the quantity to the number typed in the block.
Qty Type: Changes the Quantity Type to the new type selected from the dropdown list. The options are:
Fixed: The quantity if fixed regardless of the estimate quantity.
x: Costing is multiplied by the number of items (x) produced (i.e. the estimate quantity).
x Size: Quantity is calculated based on the size of the item.
/ : The number of items included in a unit.
x Hr/s: The number of items that can be produced in an hour.
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.
Click Update (button).
Confirm the change on the popup.
How to Update a Batch of Records (Batch Update) in Assets View
How to Update a Batch of Records (Batch Update) in Assets View
Navigate to Items (Asset View): Menu (button) > Asset View.
Select the item(s) you want to format. (Use Ctrl + left click to select several items).
Click Actions (button) > Batch Update.
Select one of these options to change and supply the information in the block next to it:
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 dropdown list is populated with departments as per the Organigram.
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).
Click Update (button).
Confirm the change on the popup.
How to Update the Checklists
How to Update the Checklists
ℹ️ Checklists are created for Classes. If the checklists are updated, this feature ensures the items are updated with the changed checklists.
Navigate to Items > Menu (button) > Default.
Select the Item(s) you want to change.
Click Actions (button) > Update Checklist.
Confirm you want to update the checklist.
How to Import Records from Online Library
How to Import Records from Online Library
Navigate to Items (any of the list views).
Click Actions (button) > Online Library.
Click Connect (button).
Select an Online Category from the dropdown list at the top.
Click View (button).
Select a Category and Supplier from the footer.
Note: If the Category or Supplier does not exist, they must first be created before the import can be completed.
Select the records to import (use shift + left click for continuous records, or Ctrl + left click for random records).
Click Import (button).
Confirm that you want to import the record.
Accept the disclaimer.
A popup will show the status of the import. Click Ok.
Related Topics
Related Topics
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