Item Summary

The Item Summary provides an overview of Item Detail, Pricing information, Inventory and Transactions.

Navigation

Right-click on the Item or click the ellipsis (...) to access the Item Summary.

1. Search - Items can be located by using a Search string.

2. Detail - This provides information about the Item, including Code, Unit, Accounting, Specification and Image.

3. Costing - This shows all the Item Pricing in two grids - Supplier Prices and Estimate Prices.

4. Pricing - This displays all the Item Pricing in three grids: Costs Prices, Sell Prices and Price Lists.

5. Inventory - This displays current Inventory levels in all Locations, a list of all the Stock Checks linked to the Item, as well as a chart of Received and Issued for the last 12 months.

6. Dependencies - This shows what Product requires this Item in order for it to be completed in the Production process.

7. Transactions - This displays a list of all Transactions linked to the Item.

Item Summary Enhancements

Item Summary - Stock Check - Functionality has been able to drilldown to a Stock Check from the Inventory page.

Item Summary - Inventory (Alerts) - A filter ‘Inventory (Alerts) has been added to the Item Summary > Transactions page. See image below. Selecting this filter will display all the pending inventory transactions, where the transaction date is less than the last Stock Check Date.

Get Started

To setup user access Setup > Settings & Defaults > Staff > Items & Inventory > Item Summary - Access Allowed. Options are Full Access and Limited Access. Limited Access removes user access to the Costing tab from the Item Summary.

Drill-down to the Item Summary from these Modules

• Items Transactions

• Transactions > Estimate > Material Items

• Reports

• Items > Stock Check

• Items > Item Pricing

• Items > Inventory

• Workspace > Item Summary