Item Views Tutorials

Table of Contents

How to Display a List of Items

1. Navigate to Items (e.g. 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 Display a List of Items above).

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

3. Check and uncheck 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 Items (e.g. 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 Items (e.g. 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 Display Inventory Items

ℹ️ Inventory items are those for which Fixed Locations or All locations were chosen in the header next to Inventory. Items were None was selected next to Inventory do not appear on this list.

1. Navigate to Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).

2. Check the checkbox next to Inventory.

3. Click View (button).

How to Display Items That Are Not Inventory Items

1. Display a list of items in the Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).

2. Use the Field Chooser and add 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 check the block next to None.

How to Filter Views: Default View

1. Display a list of items in the Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).

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 Inventory 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. 

   • Inventory: Check the box to view only inventory items. Leave it unchecked to view all items.

3. Click View (button).

How to View and Refine Audits

ℹ️ Audits provide a detailed list of who changed an item and when they changed it. Also see the Price History (tab) when editing an item for a detailed list of price changes.

1. Display a list of items in the Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).

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 (e.g. Main Menu > Items > Items > Menu (button) > Default).

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: Inventory Locations

• Reference: Item Views

• Tutorials: Items

• Tutorials: Item Categories

• Tutorials: Item Classes

• Tutorials: Item Creation

• Tutorials: Item Customisation

• Tutorials: Item Editing

• Tutorials: Inventory Locations

• Tutorials: Item Views