Items Panel

You can use this module to add items to a Transaction from the side panel. It is especially useful in a Point of Sale (PoS) environment that uses touch devices.

The Search box can be used to quickly find an item by description or code or barcode. When the Add button is clicked, the search box is now cleared and focused.
This shows the Code, Description and Unit of the Item.
This shows the Price of the Item.
This shows the Qty of the Item available in Stock.
This is where you set the quantity to be added.
Click the Add button to add the item to the active transaction.

Note

Transactions - Items Panel - The Item Category and Stock Qty (when applicable) are now visible as a preview in blue in the Items lookup. The inline preview button (Icon = Eye) has been removed in favour of a View button above the grid.

Adding Items with a barcode scanner

You can use the search panel to add items to a transaction using a barcode scanner. Depending on how it is configured, a barcode scanner will generally enter the barcode number and fire the Enter key. The Enter will locate the Item with a matching barcode in the Pricing tab and, if a transaction is open, it will fire the Add button (6). Set the quantity before scanning the item.

Note

The Add Item Panel is automatically reset when navigating to a different Transaction Type in order to respect the Transaction Type Settings.

Users will only be prompted to select the Inventory Location if the following conditions are met:

The setting to select location has been set (See below)
The Transaction Type updates Inventory
The selected Item is an Inventory Item
The quantity available is greater than 0

Only Inventory locations that have a positive stock quantity will be displayed in the Locations list.

Get started

The Add Item Panel is a fixed module that can be added to the Main or Tile menus using the Menu Manager. It can also be opened by opening the Transaction Menu and selecting View Items Panel.

The Categories and Items that are visible on the Add Item Panel are set in Main Menu > Setup > Transaction Types > Items and Inventory > Category ID Filter.

A setting is used to determine whether or not users are prompted to select the Inventory Location as an additional step after selecting an Item. See Main Menu > Setups > Settings and Defaults > General Settings > POS > Add Item Panel - Select Location.

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