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Item List Views Interface

Item List Views Interface

Items include Materials, Tasks, Outwork, Assemblies, Costings, and related extensions.
The various list views display specific information about items.

Navigation: Main Menu > Setup > Items

Buttons Explained

Button	Description
View	Generates a list of items as per the selected data filters.
Arrow on View Button	> Reset Data Filter: Resets all 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. The available types depend on which items were activated under General Settings.
Output	Prints, previews, or exports the selected report if Output Templates are added. Allows the display to be exported in .xlsx, .csv, or .htm format.
Edit	Allows the fields in columns with blue captions to be edited. Only available in Pricing View and the Inventory Summary.
Actions	The Actions button differs based on the price viewed. See the individual sections for details.
Menu	The list of views depend on which Item Types are activated and will include some or all of these options: Views Default Substrate (Sheets) Substrate (Reels) Estimating (Tasks) Estimating (Outwork) Pricing Inventory Summary Settings Edit User Access Edit Categories Edit Attributes Edit Statuses Edit Accounting (Accounts, VAT Types, Currencies, Credit Terms, Bank Profiles) Edit Price Lists Layout

List View: Default

The Default View lists all the items’ header information.

Navigation: Main Menu > Setup > Items > Menu (button) > Default

Actions (button)

Available Options
Batch Update: Updates all the selected fields if confirmed. The options are: Category: Adds or removes a category. Inventory Location: Adds or removes a location. Status: Changes the item’s status. Add Cost Price: Adds a cost price field to all the selected items. Add Sell Price: Adds a sell price of the selected currency to all the selected items. Rebuild Inventory Report: Rebuilds the inventory report to capture any changes.

Filters Explained

Filter	Description
Set	A dropdown list of date options to select one. No Date displays all the records.
Arrows	Adjusts the dates in the direction of the arrows.
Date	Used to customise the dates.
Created	If selected displays transactions created on the selected date.
Updated	If selected displays transactions updated on the selected date.
Category	A dropdown list to select a specific category.
Supplier	A dropdown list to select a specific supplier.
Type	A dropdown list to select a specific item type.
Status	A dropdown list to select a specific status.

Fields Explained

Field	Description
Field Chooser (*)	Used to add or remove columns.
ID	The system-generated number for the item.
Library ID	The item’s number in the online library.
Status	The item’s status.
Type	An abbreviation indicating the type of item.
Description	The item’s description.
Code	The item’s code.
Base Unit	The item’s base unit.
Categories	The item’s categories.
Inventory	The inventory locations where the item is stored.
Override	A checkbox. If checked the description and code can be edited (in Edit View).
Languages	A code indicating the item’s primary language.
Created	The date on which the item was created.
Updated	The date on which the item was last updated.
Updated By	The user who last updated the item.
	A submenu with the following options: View Item Summary: Displays the Item’s Summary on the right. Edit: Opens the item for editing. Edit Transaction Defaults: Allows default ledger accounts to be selected per Transaction Type. Copy: Copies the item to create a new item. Delete: Deletes the item if it has not yet been used.

List Views: Estimating

There are two estimating views: Tasks and Outwork.

Only items where Estimating Attributes are 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 task (service item).

Navigation: Main Menu > Setup > Items > Menu (button) > Estimating (Services) or Estimating (Outwork)

Filters Explained

Filter	Description
Category	A dropdown list to select a specific category. If a main category is selected, all its subcategories are included. Alternatively, a subcategory can be selected which displays only items in that subcategory.

Fields Explained: Estimating Tasks and Estimating Outwork

Field	Description
Field Chooser (*)	Used to add or remove columns.
ID	The system-generated number for the item.
Status	The item’s status.
Type	An abbreviation indicating the type of item.
Costing	The name of the linked costing.
Code	The item’s code.
Base Unit	The item’s base unit.
Categories	The item’s categories.
Qty Type	The item’s Quantity Type.
Qty	The quantity of the item included in the task or 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. Only applies to tasks.
Speed	The speed at which the service can be performed. Only applies to tasks.
Adj%	The percentage by which the price is adjusted.
Cost Centre	The item’s Cost Centre. Only applies to tasks.
Supplier	The supplier performing the outwork. Only applies to outwork.
Fixed Cost	The item’s fixed cost.
Unit Cost	The item’s unit cost.
Min Cost	The item’s minimum cost.
Created	The date on which the item was created.
Updated	The date on which the item was last updated.
Updated By	The user who last updated the item.
	A submenu with the following options: View Item Summary: Displays the Item’s Summary on the right. Edit: Opens the item for editing. Edit Transaction Defaults: Allows default ledger accounts to be selected per Transaction Type. Copy: Copies the item to create a new item. Delete: Deletes the item if it has not yet been used.

List View: Pricing

Only items with prices are displayed in the Pricing View.

Fields with blue captions are editable.

Prices can also be edited in bulk using Batch Updates.

Double-click an item to open it.

Navigation: Main Menu > Setup > Items > Menu (button) > Pricing

Actions Button

Selected Price	Available Options
Supplier Prices	Batch Update: Updates all the selected records. The options are: VAT Type Adj% Fixed Price (ASM, OWK) Unit Price
Cost Prices	Batch Update: Updates all the selected records. The options are: Adj% Fixed Price Unit Price Price From
Sell Prices (Materials) Sell Prices (Tasks)	Batch Update: Updates all the selected records. The options are: VAT Adj% Price (Amount) Price (GM%) Price From Add Price Lists: Provides a dropdown list of price lists to add them to the selected records.
Price Lists	Batch Update: Updates all the selected records. The options are: Adj% Adjust Price by (%) Adjust Price by (Amount) Price (Amount) Price (GM%) VAT Remove from Price List: Removes all the selected items from the selected price list.

Filters Explained

Filter	Description
Price Type	A dropdown list to select one of these options: Supplier Prices Cost Prices Sell Prices (Materials) Sell Prices (Tasks) Price Lists
Category	A dropdown list to select a specific category. If a main category is selected, all its subcategories are included. Alternatively, a subcategory can be selected which displays only items in that subcategory.
Price List	A dropdown list to select a specific price list. Only available when Price Lists is selected under Price Type.

Fields Explained: Supplier and Cost Prices

Field	Description
Field Chooser (*)	Used to add or remove columns.
ID	The system-generated number allocated to the price.
Status (Price)	The price’s status.
Item ID	The system-generated number allocated to the item.
Status (Item)	The item’s status.
Item Type	An abbreviation indicating the type of item.
Categories	The item’s categories.
Description	The item’s description.
Code	The item’s code.
Price From	Where the price is derived from (e.g. Costing, Supplier). Only applies to cost prices.
Supplier	The supplier’s name for the supplier price.
Reference	The reference next to the supplier price on Prices (tab).
Barcode	The item’s barcode.
Currency	The quantity of the item included in the task or service. Only applies to Supplier Prices.
VAT Type	The VAT Type selected for the item.
Inc	A checkbox. If checked the price includes VAT.
Unit	The price’s unit.
Adj%	The percentage by which the price is adjusted. Negative percentage indicate the price is discounted.
Fixed Price	The item’s fixed cost price.
Unit Price	The item’s unit cost price.
Round	Checkbox. If checked, the price is rounded up.
Total (Base Unit)	The item’s cost price in the base unit.
Created	The date on which the price was created.
Updated	The date on which the price was last updated.
Updated By	The user who last updated the price.

Fields Explained: Sell Prices (Materials and Tasks) and Price Lists

Field	Description
Field Chooser (*)	Used 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 (Item)	The item’s status.
Status (Price)	The price’s status.
Item Type	An abbreviation indicating the type of item.
Categories	The item’s categories.
Price List	The price list that the price belongs to. (Only available if Price Lists are selected as the Price Type.)
Description	The item’s description.
Code	The item’s code.
Price From	Where the price is derived from (e.g. Cost Price). If the field is blank the price is manually entered.
Supplier	The supplier’s name for the supplier price.
Reference	The reference next to the supplier price on Prices (tab).
Barcode	The item’s barcode.
Currency	The quantity of the item included in the task or service.
VAT Type	The VAT Type selected for the item.
Inc	A checkbox. If checked the price includes VAT.
Unit	The price’s unit.
Fixed Cost	The item’s fixed cost.
Unit Cost	The item’s unit cost.
Adj%	The percentage by which the price is adjusted. A negative percentage indicates the price is discounted.
Profit	The profit to be earned by using this price. (Fixed Sell Price + Unit Sell Price – Unit Cost Price – Fixed Cost Price)
Fixed Price	The item’s fixed sell price.
Unit Price	The item’s unit sell price.
Round	Checkbox. If checked, the price is rounded up.
Total (Base Unit)	The item’s sell price in the base unit.
GM%	Gross margin percentage earned on the price. (Profit as a percentage of the price.)
Created	The date on which the price was created.
Updated	The date on which the price was last updated.
Updated By	The user who last updated the price.

List View: Substrate (Sheets) and Substrate (Reels)

Navigation: Main Menu > Setup > Items > Menu (button) > Substrate (Sheets)
Navigation: Main Menu > Setup > Items > Menu (button) > Substrate (Reels)

Filter Explained

Filter	Description
Category	A dropdown list to select a specific category. If a main category is selected, all its subcategories are included. Alternatively, a subcategory can be selected which displays only items in that subcategory.

Fields Explained

Field	Description
Field Chooser (*)	Used to add or remove columns.
ID	The system-generated number for the item.
Status	The item’s status.
Description	The item’s description.
Code	The item’s code.
Override	A checkbox to override the description. Only applicable to items such as substrates where the description is automatically created.
Base Unit	The item’s base unit.
Categories	The item’s categories.
Name	The name of the substrate.
Colour	The substrate’s colour.
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 item was created.
Updated	The date on which the item was last updated.
Updated By	The user who last updated the item.

List View: Inventory Summary

The Inventory Summary lists the inventory items, their locations, and applicable quantities.

Fields with blue captions are editable.

Negative stock quantities are set to zero for purposes of calculating the value of inventory held.

If an inventory price is not entered, the item’s cost price is used.

Navigation: Main Menu > Setup > Items > Menu (button) > Inventory Summary

Filters Explained

Filter	Description
Category	A dropdown list to select a specific category. If a main category is selected, all its subcategories are included. Alternatively, a subcategory can be selected which displays only items in that subcategory.
Location	A dropdown list to select a specific location.
All Units	Checkbox. If checked all the item’s units are displayed. The fields in blue cannot be edited if the checkbox is checked.

Fields Explained

Field	Description
Field Chooser (*)	Used to add or remove columns.
ID	The system-generated number for the inventory item.
Item ID	The system-generated number for the item.
Location ID	The system-generated number for the location.
Status (Item)	The item’s status.
Description	The item’s description.
Code	The item’s code.
Categories	The item’s categories.
Inventory	The inventory locations where the item is stored.
Status (Location)	The location’s status.
Location	The location’s name.
Base Unit	The item’s base unit.
Unit	The unit of the entry.
Min Qty	The minimum quantity that you want to keep in stock.
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 orders.
Available	The quantity that is currently available.
Cost Price	The item’s cost price.
Stock Price	The item’s stock price.
Value	The value of the stock on hand (quantity x stock price). If there is no stock price entered, the cost price is used to calculate the value.
Created	The date on which the item was created.
Updated	The date on which the item was last updated.
Updated By	The user who last updated the item.
	A submenu with the following options: View Item Summary: Displays the Item’s Summary on the right. Edit: Opens the item for editing.

Learn More

Item Extension Types: Explains the types of items that are available.
Item Prices Explained: Explains the various prices and how they are calculated and applied to transactions.
Item Creation and Editing Interface: Explains the interface from which items are created.
Item Creation and Editing Tutorials: These tutorials explain how to create items.
Item List Views Tutorials: These tutorials explain the various reports (List Views) and functions available when viewing item lists.
Item Categories: Explains what categories are, the interface, and how to use them.
Item Attributes: Explains the item attributes that are available, their purpose, and how to use them.
Item Summary: Explains the item summary sections and how to use the functions available from the summary.
Item: Print Costing Example: An example of an item that has a costing for a print project.
Inventory Terms and Information: Explains the inventory terms and settings used.
Inventory and Transaction Types: Explains how inventory integrates with transactions and how the Resolve function is used.
Inventory Recording Methods: Explains inventory recording methods like the perpetual and periodic methods.
Inventory Replenishment Report: Explains the interface for inventory replenishment.
Inventory Replenishment Tutorials: Explains how to activate and use the inventory-replenishment features.

Item List Views Interface

Buttons Explained

List View: Default

Actions (button)

Filters Explained

Fields Explained

List Views: Estimating

Filters Explained

Fields Explained: Estimating Tasks and Estimating Outwork

List View: Pricing

Actions Button

Filters Explained

Fields Explained: Supplier and Cost Prices

Fields Explained: Sell Prices (Materials and Tasks) and Price Lists

List View: Substrate (Sheets) and Substrate (Reels)

Filter Explained

Fields Explained

List View: Inventory Summary

Filters Explained

Fields Explained

Learn More

Contents

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