Item List Views Tutorials

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

Navigation: Main Menu > Setup > Items

These tutorials explain the various reports (List Views) and functions available when viewing item lists.

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How to View Header Information

This report displays the Status, Type, Description, Code, Variation Code, Base Unit, and Categories by default.

1. Navigate to Items.
2. Click Menu (button) > Default.
3. Click View (button).

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How to View Substrate Information

• This report displays the Status, Code, Description, and Attributes of the Substrate by default.
• You can view Substrate (Reels) or Substrate (Sheets).

1. Navigate to Items.
2. Click Menu (button) > Substrate (Sheets) or Substrate (Reels).
3. Click View (button).

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How to View Estimating Information

• This report displays information such as the Status, Type, Costing, Code, Description, Quantities, and Costs by default.
• You can view Estimating (Services) or Estimating (Outwork).

1. Navigate to Items.
2. Click Menu (button) > Estimating (Services) or Estimating (Outwork).
3. Click View (button).

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How to View Pricing Information

This report displays the Status, Code, and the information from the Item’s Prices (tab) by default.

1. Navigate to Items.
2. Click Menu (button) > Pricing.
3. Select an option next to Price Type.
4. Click View (button).

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How to View Inventory Information

This report displays only inventory items and includes information such as the Location, Quantities, and Unit Prices.

1. Navigate to Items.
2. Click Menu (button) > Inventory Summary.
3. Click View (button).

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How to View Notes and Attachments

1. Navigate to Items.
2. Double-click any item to open it.
3. Click Menu (button) > View Edit/Notes & Attachments.
4. The form is opened on the right.

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How to View a List of Items in Dual Screen

1. Navigate to Items and open any view by selecting it from the Menu (button) and clicking View (button).
2. Click the square block with the green insert next to Menu (button).
3. The list of items will be moved to the right.
   • Notes:
     • You can click the X in the red circle to close the panel.
     • It will be opened on the right again the next time you open it.
     • Click the square block with the green insert to restore it to the left (or full screen).
4. Open any other transaction or view from the menu. It will automatically be opened on the left.

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How to Update Individual Records

1. Navigate to Items.
2. Click Menu (button) > Pricing or click Menu (button) > Inventory Summary.
3. Click Edit (button).
4. Edit any of the records in columns with blue captions by overtyping the information.
5. Click Save (button).

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How to Update Multiple Records: Default View

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Default.
3. Adjust any of the filters as needed.
4. Click View (button).
5. Select all the records you want to change.  (Use Ctrl + Left click to multi-select). 
6. Click Actions (button) > Batch Update.
7. Select one of these options from the Batch-Update dropdown list:
   1. Category:
      1. Select a Category from the dropdown list.
      2. Click Add (button) to add the category or Remove (button) to remove the category.
      3. Confirm the change.
      4. Continue to add or remove categories as needed.
      5. Click the red X to close the batch-update function.
   2. Customer:
      1. Select a Customer from the dropdown list.
      2. Click Update (button).
      3. Confirm the change.
   3. Inventory:
      1. Select one of these options:
         1. N/A > Click Update (button) > Confirm the change.
         2. All Locations > Click Update (button) > Confirm the change.
         3. Fixed Locations:
            1. Select a Location from the dropdown list.
            2. Click Add (button) to add the location or Remove (button) to remove the location.
            3. Confirm the change.
            4. Continue to add or remove locations as needed.
            5. Click the red X to close the batch-update function.
   4. Status:
      1. Select a Status from the dropdown list.
      2. Click Update (button).
      3. Confirm the change.

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How to Update Multiple Records: Pricing View > Supplier Prices

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Pricing.
3. Select Supplier Prices from the dropdown list next to Price Type.
4. Click View (button).
5. Select all the records you want to change.  (Use Ctrl Left click to multi-select). 
6. Click Actions (button) > Batch Update.
7. Select one of these options from the Batch-Update dropdown list:
   1. VAT Type: Select a VAT Type from the adjacent dropdown list.
   2. Inc: Check the adjacent checkbox to enter VAT Inclusive prices and calculate VAT exclusive prices. Uncheck the checkbox to enter VAT exclusive prices and calculate VAT inclusive prices.
   3. Adj%:  Type a number (which is treated as a percentage) in the adjacent block.
   4. Fixed Price: Type a number (new fixed price) in the adjacent block.
   5. Unit Price: Type a number (new unit price) in the adjacent block.
8. Click Update (button).
9. Confirm the change.

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How to Update Multiple Records: Pricing View > Cost Prices

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Pricing.
3. Select Cost Prices from the dropdown list next to Price Type.
4. Click View (button).
5. Select all the records you want to change.  (Use Ctrl left click to multi-select). 
6. Click Actions (button) > Batch Update.
7. Select one of these options from the Batch-Update dropdown list:
   1. VAT Type: Select a VAT Type from the adjacent dropdown list.
   2. Inc: Check the adjacent checkbox to enter VAT Inclusive prices and calculate VAT exclusive prices. Uncheck the checkbox to enter VAT exclusive prices and calculate VAT inclusive prices.
   3. Adj%:  Type a number (which is treated as a percentage) in the adjacent block.
   4. Fixed Price: Type a number (new fixed price) in the adjacent block.
   5. Unit Price: Type a number (new unit price) in the adjacent block.
   6. Price From: Select one of these options from the dropdown list to change how the cost price is set:
      • Supplier (High) (MAT, SHT, REL, SQM, ASM, OWK)
      • Costing (OWK, CST)
      • Estimating (TSK, OWK)
8. Click Update (button).
9. Confirm the change.

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How to Update Multiple Records: Pricing View > Sell Prices

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Pricing.
3. Select Sell Prices from the dropdown list next to Price Type.
4. Click View (button).
5. Select all the records you want to change.  (Use Ctrl left click to multi-select). 
6. Click Actions (button) > Batch Update.
7. Select one of these options from the Batch-Update dropdown list:
   1. VAT: Select a VAT Type from the adjacent dropdown list and check the checkbox if the price is entered VAT inclusive.
   2. Adj%: Type a number (which is treated as a percentage) in the adjacent block.
   3. Price (Amount): Type the sell price in the adjacent block. Updating the Price (Amount) clears the Price From field.
   4. Price (GM%): Type the Gross Margin percentage in the adjacent block (e.g. 20 for 20%). Updating the GM% clears the Price From field.
   5. Price From: Select Cost Price to set the price based on the cost price. Check the checkbox next to Round to round the price.
8. Click Update (button).
9. Confirm the change.

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How to Rebuild the Inventory Report

If an item’s Base or Costing unit is changed, the inventory report should be rebuilt so that those changes can be applied.

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Rebuild Inventory Report.
3. A popup message displays that the report was rebuilt. Click OK (button) to remove the popup.

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