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.
Navigation Example: Main Menu > Items > Items > New (button)
Table of Contents
Buttons Explained
Buttons Explained
⬆ ⬇ : Arrows allow users to navigate to the next or previous item.
Recent: Lists the recently viewed items for quick navigation.
Edit: Changes the fields from read-only to editable.
Warning: Changes are saved as they are entered. You cannot undo an accidental edit.
The Edit (button), once clicked, will keep the item in edit mode until the button is clicked again or BOS Enterprise is closed.
New: Creates a new item.
Copy: Copies the item to make a new item. Options are:
Copy Item (Complete): All the information, including Costings, are copied to create a new item.
Copy Item (Excluding Costing): The item information, excluding the costing, is copied to create a new item.
Delete: Deletes the item if it has not yet been used or is not linked to a costing.
Save: Saves, refreshes or calculates any changes (information is automatically saved).
Approve: Only available if the item has a checklist.
Approve (button): Approves the Checklist of the item.
Approve (button) > Update checklist: Updates the checklist with any changes made to the setup.
Approve (button) > Show checklist: Toggles showing the Checklist on the right side of the edit-item interface.
Checkmark = The checklist is displayed.
Green blocks = The field shown next to the block is Complete.
Red blocks = The field shown next to the block is Incomplete.
Menu:
View Item Summary: Shows a summary of the item's information and transactions.
View Audits: Shows changes made to the item per User and Date.
Set Tabs: Allows users to override the Category Settings and show or hide tabs. The tabs are:
Image & Specs
Units
Costing & Pricing
Inventory
Estimating
Event
Accounting
Price History
Costing
Attachments
Dependencies
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.
Save
Save (All Users)
Restore Default (All Users)
Header Fields Explained
Header Fields Explained
ℹ️ The following fields are displayed or hidden based on the selected Category setting: Customer, Entities, Make and Model, Reference, Supplier, Tracking.
Status: Sets the item to Active, Review, or Inactive. Both Active and Review statuses allow the item to be used. The purpose of the Review status is to flag items that must be checked or edited.
Status Note: Allows users to type a Note.
Status Audit: Shows the last change to the item (User and Date).
Description: Allows users to type a Description for the item.
Category: Allows users to select a Category from the dropdown list of categories.
Subcategory: Allows users to select a Subcategory from a lookup list that was created for the category.
Reference: Allows users to type in an optional Reference for the item.
Code: Allows users to type a Code for the item. See Settings: The caption can be changed. If the option to search by code is selected, this field is mandatory, otherwise it is optional.
Unit: The Base Unit (Inventory Unit) for the item (defaults to ea for each).
Inventory: Dropdown list for users to select:
None: Item is not an inventory item. This option cannot be selected if inventory locations are selected on the Inventory tab.
Fixed Locations: The inventory item is kept at a fixed location. The location must be specified on the Inventory tab.
All Locations: The inventory item can be stored at any of the inventory locations.
Customer: Allows users to select a customer from the dropdown list of customers (used when the item is linked to a specific customer and not generally used otherwise).
Make: Only applicable to Assembly and Material items. Allows users to create lookup lists to provide more information about the item (Konica Minolta).
Model: Only applicable to Assembly and Material items. Allows users to create lookup lists to provide more information about the item (e.g. Bizhub C651I).
Type: Allows users to select a type of product:
Assembly: The item contains a Costing.
Material: A tangible item that can be kept in Stock.
Service: A labour item that is based on an Hourly Rate and Time.
Other: Used for items that are not one of the above. Items of this type cannot be added to Estimates.
Tracking: A dropdown list from which to select tracking options:
N/A: Not tracked.
Batches: The item is tracked in Batches from receipt to final product.
Serial No.: The item is tracked using its Serial Numbers (e.g. electronic goods).
Yield: The item is tracked by its Yield Quantity (as entered).
Yield Quantity: A field to enter the Quantity that the item should Yield. (If Yield Quantity is selected as a tracking option, click Save (button) to make this field appear.)
Resolve: A dropdown list from which to select the action to take when the item is part of a transaction. The options are:
N/A
Receive
Issue
Order
Reserve
Purchase
Produce
Tab Explained: Image & Specs
Tab Explained: Image & Specs
Buttons Explained
Buttons Explained
Edit (next to Note): Opens a text editor for users to create or edit a Note.
Edit (next to Specification): Opens a text editor for users to create or edit a Specification.
Fields Explained
Fields Explained
Note: A text field for users to enter any information.
Specification: A text field for users to enter specific details about the item.
Image:
Users can right-click inside the block (in Edit mode) and select Load from the context menu.
Images can be loaded from the local or cloud server or copied and pasted by taking a screenshot.
Images should be below 150 KB.
Once loaded, the image is displayed in the Image block.
Tab Explained: Units
Tab Explained: Units
Buttons Explained
Buttons Explained
Add Unit: Allows users to add an additional Unit.
Fields Explained
Fields Explained
Field Chooser (*): Allows users to add or remove columns.
ID: A system-generated number allocated to the unit.
Unit: A code representing the Unit (e.g. ea for each, or m for metre).
X: The number of items in a Unit.
Default Unit: A pre-filled field that displays the Default Unit Code (Base Unit).
Stock Check: A dropdown list with the following options:
Blank: The unit is not used in Stock Checks.
Count: The unit is used to count the quantity in stock only.
Count (Est Qty): The unit is used to calculate the estimated quantity and is used for counting. Only one unit can be set to this option.
Menu (...):
X: Allows users to delete the line by clicking the X.
Tab Explained: Assets
Tab Explained: Assets
ℹ️ This tab is only available if a Class and Category are created for Assets.
Fields Explained
Fields Explained
Asset Type: A dropdown list of Assets allowing users to select one (e.g. Vehicles, Equipment, Machine).
Location: A dropdown list of Asset Locations allowing users to select one.
Identification:
Serial No.: A field to type the Asset's Serial Number.
Reg No.: A field to type the Asset's Registration Number (e.g. motor vehicle license plate). This field only appears if Vehicle is selected as the Asset Type and Save (button) is clicked.
Sizes and weight:
Size: Fields to type the dimensions in mm (L x W x H).
Weight: Field to type the Weight in kilogram.
Dates:
Manufactured: A calendar to select the Manufactured Date.
Purchased: A calendar to select the Purchased Date.
Meter Data
A checkbox. If checked Meter Data is enabled. Click Save (button) to display these additional fields:
Unit: A selection of available units to select the Meter's Unit.
View Meter Data: Opens a screen where Meter Data can be entered or viewed.
Depreciation:
Type: Allows users to select a depreciation option:
Straight Line: The asset is written off in Equal Instalments over its expected lifetime.
Reducing Balance: The asset is written off based on its Net Book Value. The value (cost less accumulated depreciation) and depreciation are recalculated annually.
Periods: Allows users to set the Expected Lifetime of the asset in years or months.
Purchase Date: A calendar to select the date on which the asset was purchased.
Purchase Value: A field to type the Purchase Price of the asset. If VAT was claimed, the purchase value should exclude VAT. Where a VAT input claim is denied (e.g. private motor vehicles) the purchase value should include VAT.
Start Date: The date on which the Depreciation calculation must Start.
Start Value: The net book value of the asset as at the Start Date. The start value should be the purchase value if acquired within the current financial year. Else the start value is the net book value at the start of the financial year.
Asset: The ledger account in which the Cost Price of the asset must be recorded. Usually, a non-current or fixed asset account (e.g. Motor Vehicles NBV >Motor Vehicles at Cost).
Depreciation (Asset): The ledger account in which the Accumulated Depreciation of the asset must be recorded. Usually, a non-current or fixed asset account (e.g. Motor Vehicles NBV > Motor Vehicles Acc. Depr.)
Depreciation (Expense): The ledger account in which the depreciation expense must be recorded. Usually Depreciation Expense.
Tab Explained: Costing & Pricing
Tab Explained: Costing & Pricing
Supplier Prices
Supplier Prices
Buttons Explained
Add Supplier: Adds a new supplier price.
Arrow on Add Supplier: Adds all the suppliers allocated to a specific Group that are not already added.
Fields Explained
ID: A system-generated number for the supplier record.
Status: The status of the entry. It defaults to Active and can be changed to Inactive.
Reference: A field to type in the Supplier's Reference (e.g. The Supplier's Item Code).
Barcode: A field to enter a Barcode.
Fixed Price: A field to type a Fixed Price.
RoE Override: A checkbox. Checkmark = The Rate of Exchange can be changed when a transaction is created. (Only applicable if the supplier uses Foreign Currency.)
RoE X: The current Rate of exchange. Set to 1 if the supplier uses Local Currency.
VAT Type: A field to select the VAT Type applicable to the Supplier.
VAT: A field to select whether the price Excludes (Exc) or Includes (Inc) VAT.
Unit Price: A field to type the Unit Price of the item supplied.
/: A field to type the number of items included in the Unit Price.
Unit: A dropdown list of available Units to select the unit that the item is purchased in.
CUR: A dropdown list of Currencies to select the applicable currency.
Adj (%): A field to enter a percentage which can be positive (adds an additional amount) or negative (discount).
Min Qty: A field to type the minimum number of items that can be purchased in one transaction at the specified price.
Total Fixed: A field to type the item's Total Fixed Cost.
Lead Days: A field to type the number of days it takes to receive the item once it is ordered.
Total Unit (ea): The Total Cost Per Unit (automatically calculated).
Updated by: The User who last updated the record (auto-filled).
Updated: The Date on which the last update was made (auto-filled).
Menu (...): Click to show an X. Click the X to delete the entry.
Costing
Costing
Button Explained:
Add Costing (EST): Adds a new Costing.
Fields Explained:
ID: A system-generated number for the costing.
Status: The status of the entry. It defaults to Active and can be changed to Inactive.
Estimate: A dropdown list from which to select an Estimate.
Barcode: A field to enter a Barcode.
Type: Auto-filled: EST for Estimate; COS for Cost of Sale.
Unit: A dropdown list of created units to select a Unit.
Unit Price: A field that is pre-filled from the selected estimate showing the Unit Price.
Total Fixed: A field that is pre-filled from the selected estimate showing the Total Fixed Price.
Total Unit (ea): The Total Cost in the selected Unit where ea = the selected unit.
Min Qty: A field to type the Minimum Quantity for which the estimate is applicable.
Lead Days: The number of days it takes to produce the item.
Updated by: The User who last updated the record.
Updated: The Date of the last update
/: The number of items included in the price.
Menu (...):
Create Estimate: Allows users to create an Estimate if an estimate was not selected.
Open Estimate: Allows users to open the selected Estimate.
Convert Estimate to Item Costing: Allows the user to convert the Estimate to an Item Costing.
Replicate Item Description to Linked Estimate: Replicates the item Description, Code and Reference fields.
Delete Costing: Allows users to delete the Costing.
Pricing
Pricing
Buttons Explained
Add Cost/Sell Price: Adds a new cost and selling price.
Arrow on the Add Cost/Sell Price > Add all units: Creates an entry for every unit so prices can be created for all the units.
Fields Explained
ID: A system-generated number for the price.
Status: The status of the entry. It defaults to Active and can be changed to Inactive.
Est: A checkbox. If checked, the price can be used in Estimating.
Unit: A dropdown list of created units to select the unit for the price.
CUR: A dropdown list with available Currencies for Cost purposes.
Barcode: A field to enter a Barcode.
Cost Price: A dropdown list to select how the Cost Price is calculated. Once selected, click Save (button) to autofill the fields where applicable. The options are:
Manual: Users must manually type in and change the cost price.
Highest Costing: The highest costing price is selected.
Lowest Costing: The lowest costing price is selected.
Suppliers: All the suppliers entered under Supplier Prices are listed for users to select a specific Supplier.
Costing / Estimate: All the estimates or costings in the Costing section are listed for users to select a specific Estimate or Costing.
Cost Adj %: A field to type a percentage that must be added to the Cost Price selected in the Cost Price column.
Fixed Cost: A field to type a Fixed Cost (e.g. a fixed despatch cost).
Unit Cost: A field to type in a Unit Cost.
/: A field to type in the number of items that are included in the cost.
Sell Price: A dropdown list to select how the Sell Price is calculated. Once selected, click Save (button) to autofill the fields where applicable. The options are:
Manual: Users must manually enter the Sell Price and edit it when it changes.
Highest Costing: The highest cost price is selected.
Lowest Costing: The lowest cost price is selected.
Suppliers: All the suppliers under Supplier Prices are listed. Users can select a specific Supplier to use that supplier's price.
Costing / Estimate: All the estimates or costings in the Costing section are listed for users to select a specific Estimate or Costing to base the sell price on.
VAT Type: A dropdown list to select the VAT Type applicable to the Sell Price.
VAT: A field to select whether the price Excludes (Exc) or Includes (Inc) VAT.
Sell Adj %: A field to type the percentage of the Cost Price that must be added to reach the Sell Price. See the examples below:
-100% = Selling price is zero (not calculated).
0% = The product is sold at cost.
Fixed Qty: A field to type the Fixed Quantity (e.g. if the item is only sold in groups of 5).
Round: A field to type an integer to which the Selling Price must be rounded (e.g. if the price is 121 and 5 is entered in the Round column, the price becomes 125 because it is rounded up to the nearest 5).
/: A field to type in the number of Units included in the Sell Price.
Min Qty: A field to type the Minimum Quantity that can be sold in a single transaction.
GM%: A calculated field that shows the Gross Margin percentage.
Updated by: Auto-filled with the User who last updated the price.
Updated: The Date on which the transaction was last updated.
Menu (...):
Copy Price: Allows users to copy the price to make a new price.
Delete Price: Allows users to delete the price.
Tabs Explained: Inventory
Tabs Explained: Inventory
Buttons Explained
Buttons Explained
Add Inventory Location: Opens a dropdown list of all locations for users to select a specific location or all locations.
Fields Explained
Fields Explained
ID / RID: The system-generated number for the entry.
Status: The status of the Inventory entry. It defaults to Active and can be changed to Inactive.
Location: The Inventory Location selected when the Add Inventory Location (button) was clicked.
Bin No.: A field for users to type a Bin Number or select a bin number if they were entered for the Location.
Min Qty: A field to type the Minimum Quantity that should be in stock at that Location.
Reorder: A field to type the Quantity that should be reordered at a time.
Lead Days: A field to type the number of days it takes to receive the item once ordered.
In Stock: A field that is pre-filled with the Quantity in Stock.
On order: A field that is pre-filled with the Quantity Ordered.
Reserved: A field that is pre-filled with the Quantity that is Reserved for current orders.
Available: A field that is pre-filled with the Quantity Available.
Auto update: A checkbox. If checked, the fields are updated automatically.
Menu (...): Click to display an X. Click the X to delete the entry.
Tabs Explained: Estimating
Tabs Explained: Estimating
Fields Explained
Fields Explained
Category filter: A calculation field that allows users to specify for which Categories the Estimate can be used. This process involves including or excluding category IDs.
Status: A dropdown list for users to select a status. The options are:
Inactive
Active
Active - Don't Adjust
Budget
Budget - Don't Adjust
Qty: A field to type the Quantity and then select a Quantity Type from these options:
Fixed: Fixed quantity
x: Costing is multiplied by the number of items (x) produced.
x Size: The quantity is calculated based on the size of the item.
/: The quantity included in one unit.
x Hr/s: The number of hours it will take: Est Qty x Hours.
Qty Calc Used in General Estimate Types: A field for a stored procedure to update Estimate Quantities on the Input table (e.g. select a product (item) on the Estimate Type which adds all the materials and services which are linked to a costing. The stored procedure in the Qty Calc field will update the quantities of the materials and services based on other input valued such as depth and width.)
Adj %: An adjustment that is made to the price on a General Estimate that uses Cost Prices. The adjustment can be a markup (positive) or discount (negative).
Waste %: The percentage wasted during production.
Round: The integer to which the price must be rounded up.
Size (mm): Fields to type in the size: Depth x Width x Height.
Weight: A field to type in the Weight and select the Weight Metric from a dropdown list of metrics in the next block.
Description: A dropdown list to include the Description in the Estimate Description. The 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.
Caption: A field that allows users to specify a custom header for the estimate (e.g. recipe).
Tabs Explained: Event
Tabs Explained: Event
ℹ️ This tab is only applicable to certain industries, such as hospitality.
Fields Explained
Fields Explained
Event Type: A dropdown list to select the duration of an event. The options are:
N/A: Default. Supresses all the other fields.
Hours: The duration of the event is measured in hours.
Days: The duration of the event is measured in days.
24 Hrs: The duration of the event is measured in 24-hour days.
Resource Group: A dropdown list to select the resource being used (e.g. Users, Machinery).
Resource: A dropdown list of available Resources as per the selected Resource Group. A person or machine can be selected to complete the task.
From: A calendar from which to select the Start Day for the event in the first block and the Time of the event in the second block.
To: A calendar from which to select the Day the event ends in the first block and the Time the event ends in the second block.
Duration: A field showing the Duration of the event which is automatically calculated when Save (button) is clicked. The duration can also be manually entered in which case the end (To) date and time are adjusted.
Tabs Explained: Accounting
Tabs Explained: Accounting
ℹ️ This tab is used to allocated item transactions to specific general ledger accounts (including Sales, Cost of Sales & Inventory). These settings override the Transaction settings.
Buttons Explained
Buttons Explained
Add Accounting: Adds a new entry.
Fields Explained
Fields Explained
Category: A dropdown list of all the Accounting Categories to select one.
Account: A dropdown list of all the accounts in the selected category from which an Account can be selected.
Menu (...): Click to display an X. Click the X to delete the entry.
Tabs Explained: Price History
Tabs Explained: Price History
Buttons Explained
Buttons Explained
Delete: Deletes the Price History of the selected records. Requires users to read a warning and confirm the deletion.
Filters (Radio Buttons) Explained
Filters (Radio Buttons) Explained
Users can select a radio button to display the price history for the selected price. The options are:
Cost Price
Sell Price
Costing
Supplier Price
Service Price
Stock Price
Fields Explained
Fields Explained
Date: The Date of the price change.
@: The Time of the price change.
User: The name of the User who changed the price.
Price Type: The type of price that was changed (e.g. Sell Price, Cost Price, Supplier Price).
Detail: Any further information, like an Estimate caption or Supplier name.
Unit: An abbreviation indicating the price's Unit.
Trans: The Transaction Type (if applicable).
Old Price: The price before the entry.
VAT: Whether the old price excludes (exc) or includes (inc) VAT. The field is blank if VAT is not applicable.
New Price: The price after the entry.
VAT: Whether the new price excludes (exc) or includes (inc) VAT. The field is blank if VAT is not applicable.
Variance: The amount difference between the Old and New Prices.
Var (%): The percentage difference between the Old and New Prices.
Menu (...) > Open Transaction: Allows the user to open the linked transaction (if there is a transaction in the Trans column).
Tabs Explained: Costing
Tabs Explained: Costing
Buttons and Filters Explained
Buttons and Filters Explained
Popup: Displays a list of Items for users to select one or more to add to the costing.
Category (next to Popup): A dropdown list to filter the items: All, Assembly, Material, or Service.
Search: Block to enter keywords for items.
Dropdown list: A dropdown list that meet the criteria of the preceding two fields.
Qty: Specifies the quantity that must be added (see below).
Add: Works with the search feature: Adds the item selected from the search at the quantity typed in the adjacent block to the transaction.
Add Option: Available to Bills of Materials (BOMs). Adds an option to the selected item. Options allow users to add similar interchangeable items, optional extras, or different parameters like colour. When an Option is added to a Costing Item, the linked Costing Item is automatically updated to be a Variable.
Actions:
Batch Update: Allows users to change the selected records. Options are:
Type: Changes the Item's Type to the new type selected from the dropdown list.
Desc: Changes how the Description is included in the selected option from the dropdown list:
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.
Qty: Changes the Quantity to the number typed in the block.
Qty Type: Changes the Quantity Type to the new selection from the dropdown list:
Fixed: Fixed Quantity.
x: Costing is multiplied by the number of items (x) produced.
/: Divide by the Quantity.
x Hr/s: Relates to services used in Est Qty x Hours.
W%: Changes the Wastage percentage to the new percentage typed in the block.
Variable: Variables allow users to link options to a Costing. The settings for these variables can be changed as follows:
Mandatory: The variable must be included.
Optional [ ]: This option is unselected by default.
Optional [X]: This option is selected by default.
Caption: Allows users to enter a custom caption for the line item/s in the block provided.
Update Desc and Caption from linked Items: Updates the Caption and Description of the estimate based on the selected items.
Copy Costing from...: Opens a list of Costings and copies the selected costing.
Use Costing from another item: Opens and list of Costings and Items for users to select a costing to copy and use for this item.
Open expanded in Costing Module: Opens the costing in the Costing module.
Delete: Deletes the selected entries (requests confirmation).
Show Notes: Toggle to show or hide Notes. Checkmark = Notes are shown.
Status: A dropdown list to change the Status of the Costing. The options are Draft, Ready, or Review.
Options Panel Explained
Options Panel Explained
Popup (button): Displays a list of Items for users to select one or more to add as an option.
Delete (button): Deletes the option if confirmed.
Field Chooser (*): Allows users to add or remove items.
ID: The system-generated number that was allocated to the item.
Description: The item's Description.
Reference: The item's Reference.
Code: The item's Code.
In Stock: The Quantity In Stock.
On Order: The Quantity Ordered but not yet received.
Reserve: The Quantity Reserved for current orders.
Available: The Quantity Available.
Qty: A pre-filled field that can be overtyped to change the Quantity.
Unit Price: Displays the Unit Price for the line item and allows up to 4 decimal places.
Menu(...): A submenu that can also be accessed by right-clicking the line item, with the following options:
Set Default: Set the option as the default option. The ID, Type, Description, and Code are copied from the Default Option to the Costing.
Open linked Item: Opens the linked item's setup page.
View Item Summary: Opens a summary on the right showing some of the item's setup pages and transactions.
Delete: Deletes the line item.
Fields Explained
Fields Explained
ℹ️ Fields marked in blue are prefilled but can be edited if the costing's status is Draft or Review. (The fields are not marked in blue in BOS Enterprise.)
Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number that was allocated to the item.
Item: A system-generated number allocated to each line of the costing.
Type: A code indicating the Item's Type (e.g. MAT for Material or ASM for Assembly).
Description: The item's Description.
Desc: A dropdown list from which to select Description options:
Blank: 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.
Caption: A field to enter a custom Caption for the costing.
Status (Item): The Status of the Item.
Status (Costing): The Status of the Costing if the linked item is an assembly (has a costing) and a dropdown list to select a status.
Reference: The item's Reference.
Code: The item's Code.
Length (mm): The item's Length in mm.
Width (mm): The item's Width in mm.
Height (mm): The item's Height in mm.
Size: The Item's Size and Size Metric.
Category: The Item's Category.
Subcategory: The Item's Subcategory.
In Stock: The Quantity In Stock.
On Order: The Quantity Ordered but not yet received.
Reserve: The Quantity Reserved for current orders.
Available: The Quantity Available.
Qty: The quantity included.
Qty Type: The quantity type.
W%: The percentage that is Wasted during production.
Round: The integer to which the price must be rounded up.
Total Qty: A calculated field showing the Total Quantity included in the Estimate.
Unit: An abbreviation indicating the Unit.
Fixed Price: Displays the Fixed Price for the line item.
Unit Price: Displays the Unit Price for the line item and allows up to 4 decimal places.
Total Cost: The Total Cost of the line item.
Menu (...): A submenu that can also be accessed by right-clicking the line item with the following options:
Move Up: Moves the line one line up.
Move Down: Moves the line one line down.
Open linked Item: Opens the linked item's setup page.
View Item Summary: Opens a summary on the right showing some of the item's setup pages and transactions.
Delete: Deletes the line item.
Tabs Explained: Dependencies
Tabs Explained: Dependencies
Buttons Explained
Buttons Explained
Actions
Set Costing Status to Draft: Sets the Status of the selected line item(s) to Draft.
Remove from Assemblies: Removes the selected item(s) from Assemblies that are still in a Draft status.
Add to Assemblies: Opens a popup with a list of Assemblies in Draft status. The selected assemblies are added as dependencies if the information at the bottom of the popup is provided.
Add to Assemblies (Option): Displays a list of Assemblies with Draft status, allowing users to add the selected items as an option. Users must also select the specific item in the Costing for which they are adding the option.
Add to Assemblies (Replace Item): Opens a list of assemblies for users to choose the Assembly and line Item to replace with the selected line item.
Fields Explained
Fields Explained
MatUnit ID: The system-generated ID allocated to the Item.
MatCosting ID: The system-generated ID allocated to the Costing Item.
Status: The Status of the item.
Costing: The Status of the Costing.
Type: The Type of Entry (e.g. Costing).
Variable: A variable showing whether the item is Mandatory or Optional.
Caption: The costing's Caption.
Description: The item's Description.
Code: The item's Code.
Reference: The item's Reference.
Category: The item's Category.
Qty: The number of items used in the Assembly.
Qty Type: The Quantity Type applicable to the Assembly.
Unit: The Unit used in the Assembly.
Menu (...): A submenu with the following options:
Open Transaction: Opens the linked transaction.
Open Linked Item: Opens the linked item.
View Item Summary: Opens the item summary.
Tabs Explained: Attachments
Tabs Explained: Attachments
ℹ️ The attachments can be viewed even if the item is not editable (i.e. Edit (button) not clicked.)
Buttons Explained
Buttons Explained
Add Attachment: Pops up an interface for users to link an Attachment.
Pop-up explained:
Description: A field to type a description.
Type: A dropdown list of allowable Attachment Types for users to select an option:
Document (.pdf)
File
Link
Image (.jpg, .png)
URL/Filename: Field for users to paste a URL or to click (...) and navigate to the file on their local or cloud server.
Open (button): Opens the Attachment in a preview window.
Save (button): Saves the Attachment.
Close (button): Closes the popup.
Fields Explained
Fields Explained
The section displays a list of Attachments.
If the section is empty, there are no Attachments.
Related Topics
Related Topics
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