Item List Views Interface
- Items include Materials, Services, Outwork, Assemblies, Costings and related extensions.
- The various list views display specific information about items.
Navigation: Main Menu > Setup > Items
List View: Default
The Default View lists all the items’ header information. New items can only be created from this view.
Navigation: Main Menu > Setup > Items > Menu (button) > Default
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of items as per the selected data filters. |
| Arrow on View | Resets the Data Filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items. |
| New | Creates a new Item of the Type selected from the dropdown list. |
| Actions | Batch Update: Batch Updates override the limitations of Variations in Edit View (i.e. that categories cannot be added or removed). The options are: – Category: Adds or removes the Category selected from the dropdown list. – Customer: Adds the customer selected from the dropdown list to the item’s header. – Inventory: Sets the inventory options for transactions selected from the dropdown list. The options are N/A, Fixed Locations, All Locations. If Fixed Locations are selected, an additional dropdown list allows users to select a location to add or remove. – Status: Changes the Status to the one selected from the dropdown list. |
| Menu | Views – Default – Substrate (Sheets) – Substrate (Reels) – Estimating (Services) – Estimating (Outwork) – Pricing – Inventory Summary Settings –User Access – Edit Categories – Edit Attributes – Edit Statuses – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Rebuild Inventory Report Layout |
Filters Explained
| Filter | Description |
|---|---|
| Set | Options to select a date on which the items were Created or Updated. Defaults to No Date to view all the items. |
 | Adjusts the date forwards or backwards depending on the date option under Set. |
| Date | A from and to date field to further refine the date selection. |
| Created | Only applicable if a specific date or date range is set. Shows records Created during that date range. |
| Updated | Only applicable if a specific date or date range is set. Shows records Updated during that date range. |
| Category | A dropdown list of Categories to show items for all the categories or a specific category. |
| Customer | A dropdown list of Customers to show items linked to a specific customer. |
| Type | A dropdown list of Types to only items that have a specific type. |
| Status | A dropdown list of Statuses to show items that only have a specific status. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Type | An abbreviation indicating the Type of item. |
| Description | The item’s Description. |
| Code | The item’s Code. |
| Customer | The name of the item’s Customer. |
| Variation Code | The code of the item’s Variations. |
| Base Unit | The item’s Base Unit. |
| Categories | The item’s Categories. |
| Created | The date on which the item was created. |
| Updated | The date on which the item was updated. |
| Updated By | The User who updated the item. |
| Override | A checkbox to override the description. Only applicable to items such as substrates where the description is automatically created. |
| Inventory | The Inventory option chosen on the item’s header. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – View/Edit Notes & Attachments: Displays the Notes and Attachments on the right. / Opens an interface to add notes or attachments. – View Item Summary: Displays the Item’s Summary on the right. – Edit: Opens the item for editing. – Copy: Copies to item to create a new item. – Copy to Variation: Copies the item to create a Variation of that item. – Delete: Deletes the item if it has not yet been used. |
List Views: Estimating
- There are two estimating views: Services and Outwork.
- Only items where Estimating Attributes were added are displayed.
- The estimating views include columns for Estimating Attributes.
- All estimating services are included regardless of whether they are filled in on a Costing (tab) or created as a service item (task).
Navigation: Main Menu > Setup > Items > Menu (button) > Estimating (Services) or Estimating (Outwork)
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of items as per the selected data filters. |
| Arrow on View | Resets the data filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items. |
| Menu | Views – Default – Substrate (Sheets) – Substrate (Reels) – Estimating (Services) – Estimating (Outwork) – Pricing – Inventory Summary Settings – User Access – Edit Categories – Edit Attributes – Edit Statuses – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Rebuild Inventory Report Layout |
Filters Explained
| Filter | Description |
|---|---|
| Category | A dropdown list of Categories to show items for all the categories or a specific category. |
Fields Explained: Estimating Tasks
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Type | An abbreviation indicating the Type of item. |
| Costing | The name of the Costing the item is linked to. |
| Code | The item’s code. |
| Description | The item’s description. |
| Variation Code | The code (name) of the item’s Variation. |
| Base Unit | The item’s Base Unit. |
| Categories | The item’s Categories. |
| Qty Type | The item’s Quantity Type. |
| Qty | The Quantity included in the service. |
| D | A checkbox. If checked the item’s description is added to the Estimate’s Description. |
| Setup (hrs) | The number of hours it takes to set up the service. |
| Speed | The speed at which the service can be performed. |
| Adj% | The percentage by which the price is adjusted. |
| Cost Centre | The item’s Cost Centre. |
| Fixed Cost | The item’s Fixed Cost. |
| Unit Cost | The item’s Unit Cost. |
| Min Cost | The Minimum Cost for the item. |
| Created | The date on which the item was created. |
| Updated | The date on which the item was updated. |
| Updated By | The User who last updated the item. |
Fields Explained: Estimating (Outwork)
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Type | An abbreviation indicating the Type of item |
| Costing | The name of the costing the item is linked to. |
| Code | The item’s code. |
| Description | The item’s description. |
| Variation Code | The code (name) of the item’s Variation. |
| Base Unit | The item’s Base Unit. |
| Categories | The item’s Categories. |
| Qty Type | The item’s Quantity Type. |
| Qty | The Quantity included in the service. |
| D | Whether the Item’s Description is added to the Estimate Description. |
| Adj% | The percentage by which the price is adjusted. |
| Supplier | The Supplier to which the work is outsourced. |
| Fixed Cost | The item’s Fixed Cost. |
| Unit Cost | The item’s Unit Cost. |
| Min Cost | The Minimum Cost for the item. |
| Created | The date on which the item was created. |
| Updated | The date on which the item was updated. |
| Updated By | The User who updated the item. |
List View: Pricing
The Pricing View includes only items with pricing information and displays key pricing information. This view allows users to adjust prices using batch updates without needing to access every item individually. An item can be double-clicked to open it.
Fields with blue captions are editable.
Navigation: Main Menu > Setup > Items > Menu (button) > Pricing
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of items as per the selected data filters. |
| Arrow on View | Resets the data filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items. |
| Edit | Allows users to edit the fields with blue captions. |
| Save | Saves any changes. Only visible if the Edit (button) has been clicked. |
| Actions | Batch Update: Updates all the selected records (Use Ctrl + Left click to multi-select) when Update (button) is clicked. The options are: – VAT Type: Changes the VAT Type to the one selected. – Inc: If checked, changes the prices to Include VAT. If unchecked, prices Exclude VAT. – Adj%: Changes the Adjustment Percentage to the percentage typed in the adjacent block. – Fixed Price: Changes the Fixed Price to the price typed in the adjacent block. – Unit Price: Changes the Unit Price to the price typed in the adjacent block. |
| Menu | Views – Default – Substrate (Sheets) – Substrate (Reels) – Estimating (Services) – Estimating (Outwork) – Pricing – Inventory Summary Settings – User Access – Edit Categories – Edit Attributes – Edit Statuses – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Rebuild Inventory Report Layout |
Filters Explained
| Filter | Description |
|---|---|
| Category | A dropdown list of Categories to show items for all the categories or a specific category. |
| Price Type | A dropdown list to select the Price Type. The options are: – Supplier Prices – Cost Prices – Sell Prices |
Fields Explained: Supplier Prices
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the price. |
| Item ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Item Type | The Type of item (e.g. MAT for material). |
| Code | The item’s Code. |
| Supplier | The name of the Supplier of the supplier price. |
| Reference | The Reference next to the supplier price on Prices (tab). |
| Barcode | The item’s Barcode. |
| Currency | The Currency in which the supplier’s price is. |
| Local > Cur | The conversion rate from the Local Currency to the Supplier’s Currency. |
| Cur > Local | The conversion rate from the Supplier’s Currency to the Local Currency. |
| RoE Override | A checkbox. If checked the Rate of Exchange (RoE) may be changed. The RoE field is hidden by default on the Prices (tab). It can be added using the Field Chooser (*). |
| VAT Type | The default VAT Type for the supplier’s price. |
| Inc | A checkbox that if checked the price includes VAT. |
| Adj % | The percentage the price is discounted by. |
| Fixed Price | The supplier’s Fixed Price. This field is only editable if the item is not a Material item. |
| Unit Price | The supplier’s Unit Price. |
| Round | Checkbox. If checked, the price is rounded up. |
| Total (Base Unit) | The Total Price in the Base Unit. |
| Unit | The Base Unit’s description. |
| Created | The date on which the item was created. |
| Updated | The date on which the item was updated. |
| User Updated | The User who updated the item. |
Fields Explained: Cost Prices
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the price. |
| Item ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Item Type | The Type of item (e.g. MAT for material). |
| Code | The item’s Code. |
| Price From | A description of how the price is set as per Prices (tab) (e.g. Costing, Supplier (High)). |
| Supplier | The Name of the supplier of the supplier price. |
| Reference | The Reference next to the supplier price on Prices (tab). |
| Barcode | The item’s Barcode. |
| VAT Type | The Default VAT Type for cost price. |
| Inc | A checkbox. If checked the price includes VAT. |
| Adj % | The percentage the price is discounted by (negative) or that is added to the price (positive). |
| Fixed Price | The item’s Fixed Cost Price. This field is only editable if the item is not a material item. |
| Unit Price | The item’s Fixed Unit Price. |
| Round | Checkbox. If checked, the price is rounded up. |
| Total (Base Unit) | The Total Price in the Base Unit. |
| Unit | The Base Unit’s description. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| User Updated | The User who last updated the entry. |
Fields Explained: Sell Prices
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the price. |
| Item ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Item Type | The Type of item (e.g. MAT for material). |
| Code | The item’s Code. |
| Price From | A description of how the price is set as per Prices (tab). |
| Supplier | The name of the Supplier of the price. |
| Reference | The reference next to the supplier price on Prices (tab). |
| Barcode | The item’s Barcode. |
| VAT Type | The Default VAT Type for the Sell Price. |
| Inc | A checkbox that if checked the price includes VAT. |
| Adj % | The percentage the price is discounted by (negative) or that is added to the price (positive). |
| Fixed Price | The item’s Fixed Sell Price. This field is only editable if the item is not a material item. |
| Unit Price | The item’s Fixed Unit Sell Price. |
| Round | Checkbox. If checked, the price is rounded up. |
| Total (Base Unit) | The Total Price in the Base Unit. |
| Unit | The Base Unit’s description. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| User Updated | The User who last updated the entry. |
List View: Substrate (Sheets)
Navigation: Main Menu > Setup > Items > Menu (button) > Substrate (Sheets)
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of items as per the selected data filters. |
| Arrow on View | Resets the data filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items. |
| Menu | Views – Default – Substrate (Sheets) – Substrate (Reels) – Estimating (Services) – Estimating (Outwork) – Pricing – Inventory Summary Settings – User Access – Edit Categories – Edit Attributes – Edit Statuses – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Rebuild Inventory Report Layout |
Filter Explained
| Filter | Description |
|---|---|
| Category | A dropdown list of Categories to show items for all the categories or a specific category. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Code | The item’s Code. |
| Description | The item’s Description. |
| Override | A checkbox to override the description. Only applicable to items such as substrates where the description is automatically created. |
| Variation Code | The code of the item’s Variation. |
| Base Unit | The item’s Base Unit. |
| Categories | The item’s Categories. |
| Name | The Name of the substrate. |
| Colour | The Colour of the substrate. |
| Grain/Flute | The Grain/flute of the substrate if applicable. |
| gsm | The substrate’s Grams per Square Metre. |
| Caliper | The substrate’s Calliper. |
| Depth | The substrate’s Depth. |
| Width | The substrate’s Width. |
| Allow Rotate | A checkbox. If checked, the substrate can be rotated for printing purposes. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The User who last updated the entry. |
List View: Substrate (Reels)
Navigation: Main Menu > Setup > Items > Menu (button) > Substrate (Reels)
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of items as per the selected data filters. |
| Arrow on View | Resets the Data Filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items. |
| Menu | Views – Default – Substrate (Sheets) – Substrate (Reels) – Estimating (Services) – Estimating (Outwork) – Pricing – Inventory Summary Settings – User Access – Edit Categories – Edit Attributes – Edit Statuses – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Rebuild Inventory Report Layout |
Filter Explained
| Filter | Description |
|---|---|
| Category | A dropdown list of Categories to show items for all the categories or a specific category. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the item. |
| Status | The current Status of the item. |
| Code | The item’s Code. |
| Description | The item’s Description. |
| Override | A checkbox to override the description. Only applicable to items such as substrates where the description is automatically created. |
| Variation Code | The code of the item’s Variation. |
| Base Unit | The item’s Base Unit |
| Categories | The item’s Categories. |
| Name | The Name of the substrate. |
| Colour | The Colour of the substrate. |
| Grain/Flute | The Grain/flute of the substrate if applicable. |
| gsm | The substrate’s Grams per Square Metre. |
| Calliper | The substrate’s Calliper. |
| Depth | The substrate’s Depth. |
| Width | The substrate’s Width. |
| Allow Rotate | A checkbox. If checked the substrate can be rotated for printing purposes. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The User who last updated the entry. |
List View: Inventory Summary
The Inventory Summary lists the inventory items, their locations and applicable quantities.
Navigation: Main Menu > Setup > Items > Menu (button) > Inventory Summary
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of items as per the selected data filters. |
| Arrow on View | Resets the Data Filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items. |
| Menu | Views – Default – Substrate (Sheets) – Substrate (Reels) – Estimating (Services) – Estimating (Outwork) – Pricing – Inventory Summary Settings – User Access – Edit Categories – Edit Attributes – Edit Statuses – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Rebuild Inventory Report Layout |
Filters Explained
| Filter | Description |
|---|---|
| Category | A dropdown list of Categories to show items for all the categories or a specific category. |
| Location | A dropdown list of Locations to show items at a specific location. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number allocated to the entry. |
| Item ID | The system-generated number allocated to the item. |
| Location ID | The system-generated number allocated to the location. |
| Status (item) | The current Status of the Item. |
| Code | The item’s code. |
| Description | The item’s description. |
| Categories | The item’s categories. |
| Name | The name of the item if it is a Variation. |
| Inventory | The choice of location which can be All or Fixed locations. Items with neither option selected do not appear on this report. |
| Status (Location) | The Status of the Location. |
| Location | The Name of the location. |
| Unit | The Unit of the item stored at the applicable location. |
| Min Qty | The Minimum Quantity that should be in stock. |
| Created | The date on which the item was created. |
| Updated | The date on which the item was updated. |
| Updated By | The User who updated the item. |
| In Stock | The quantity in stock. |
| On Order | The quantity that has been ordered but not yet received. |
| Reserved | The quantity that has been reserved for future orders. |
| Available | That quantity that is currently available. |
| Unit Price | The unit price of the stock on hand. |
| Value | The value of the stock on hand (quantity x unit price). |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – View Item Summary: Displays the Item’s Summary on the right. – Edit: Opens the item for editing. |
