Item List Views Interface

A dropdown list of recently viewed records, for quick access.

The button is hidden if there are no recent items.

Creates an item of the type selected from the dropdown list.

The available types depend on which item types are activated in General Settings.

Prints, previews or emails the output if Output Templates are set up for the module.

Export: Exports the list in .xlsx, .htm or .csv format.

Lets you edit the fields marked in blue (✎).

Available only in the Pricing View and the Inventory Summary.

The options depend on the view and the price viewed.

See each view’s section below.

The views depend on which Item Types are activated and include some or all of these options:

Views

• Default
• Substrate (Sheets)
• Substrate (Reels)
• Estimating (Tasks)
• Estimating (Outwork)
• Pricing
• Inventory Summary
• Serial Numbers
• Batches
• Movement

Serial Numbers and Batches appear only if Enable Tracking is set to that option on at least one Transaction Type.

Settings

• Edit User Access
• Edit Categories
• Edit Attributes
• Edit Statuses
• Edit Accounting (Accounts, VAT Types, Currencies, Credit Terms, Bank Profiles)
• Edit Price Lists/Promotions

Layout

• Batch Update: Updates all the selected records after you confirm. 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 include any changes.

A menu with the following options:

• View Item Summary: Shows the Item Summary on the right.
• Edit: Opens the item for editing.
• Edit Transaction Defaults: Lets you select default ledger accounts for each Transaction Type.
• Copy: Copies the item to create a new item.
• Delete: Deletes the item if it is not yet used.

Select a specific category from the dropdown list.

If a main category is selected, all its subcategories are included.

If a subcategory is selected, only the items in that subcategory appear.

The number of hours it takes to set up the service.

Applies only to tasks.

The speed at which the service can be performed.

Applies only to tasks.

The item’s cost centre.

Applies only to tasks.

The supplier performing the outwork.

Applies only to outwork.

A menu with the following options:

• View Item Summary: Shows the Item Summary on the right.
• Edit: Opens the item for editing.
• Edit Transaction Defaults: Lets you select default ledger accounts for each Transaction Type.
• Copy: Copies the item to create a new item.
• Delete: Deletes the item if it is not yet used.

Batch Update: Updates all the selected records. The options are:

• VAT Type
• Adj%: Enter 0 or a negative percentage (a discount); 0 clears the adjustment. A positive percentage shows the message “Adj% must be less than or equal to 0.”.
• Fixed Price (ASM, OWK)
• Unit Price

Batch Update: Updates all the selected records. The options are:

• Adj%: Enter 0 or a positive percentage; 0 clears the adjustment. A negative percentage shows the message “Adj% must be greater than or equal to 0.”.
• 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%): Enter a percentage from 1 to 99. Any other value shows the message “GM% must be between 1 and 99.”.
  • Price From
• Add Price Lists: Adds the Price List selected from the dropdown list to the selected records.

• Batch Update: Updates all the selected records. The options are:
  • Adj%
  • Adjust Price by (%)
  • Adjust Price by (Amount)
  • Price (Amount)
  • Price (GM%): Enter a percentage from 1 to 99. Any other value shows the message “GM% must be between 1 and 99.”.
  • VAT
• Remove from Price List: Removes all the selected items from the selected Price List.

Select one of these options from the dropdown list:

• Supplier Prices
• Cost Prices
• Sell Prices (Materials)
• Sell Prices (Tasks)
• Price Lists

Select a specific category from the dropdown list.

If a main category is selected, all its subcategories are included.

If a subcategory is selected, only the items in that subcategory appear.

Select a specific Price List from the dropdown list.

Available only when Price Lists is selected under Price Type.

Where the price comes from (e.g. Costing or Supplier).

Applies only to cost prices.

The percentage by which the price is adjusted.

A negative percentage means the price is discounted.

The Price List that the price belongs to.

Available only if Price Lists is selected as the Price Type.

Where the price comes from (e.g. Cost Price).

If the field is blank, the price was entered manually.

The percentage by which the price is adjusted.

A negative percentage means the price is discounted.

The profit earned at this price.

(Fixed Sell Price + Unit Sell Price – Unit Cost Price – Fixed Cost Price)

The gross margin percentage earned on the price.

(Profit as a percentage of the price.)

Select a specific category from the dropdown list.

If a main category is selected, all its subcategories are included.

If a subcategory is selected, only the items in that subcategory appear.

Overrides the description.

Applies only to items, such as substrates, with an automatically created description.

• Batch Update: Updates all the selected entries after you confirm. The options are:
  • Min Qty: Sets the minimum quantity to the amount entered, or clears it if no amount is entered.
  • Stock Price: Sets the stock price to the amount entered, or clears it if no amount is entered. Check Cost Price to set the stock price to the item’s cost price instead.
• Rebuild Inventory Report: Rebuilds the inventory report to include any changes. If the General Setting Auto Update Stock Price (Weighted Average) is checked, it also works out the weighted average Stock Price again from the first movement of every item and location.
• Update Stock Price - Weighted Average - Last Month / - This Month: Works out the weighted average Stock Price again for the selected rows, from the first day of last month or this month up to today (from the first movement when the row has no Manual or Weighted Average price before that day).
  • Works whatever the General Setting Inventory > Auto Update Stock Price (Weighted Average) is. When the setting is unchecked, the Stock Price is set once and is not kept up to date afterwards.
  • Does not re-price saved transaction entries.
  • Needs the Batch Updates access rights.
  • See Item Prices Explained.

Batch Update is unavailable when All Units is checked.

Select a specific category from the dropdown list.

If a main category is selected, all its subcategories are included.

If a subcategory is selected, only the items in that subcategory appear.

A checkbox. If checked, all the item’s units appear.

If checked, the fields marked in blue (✎) cannot be edited: the Edit button and Batch Update show the message “Editing not allowed when viewing all Units.”.

The item’s cost price.

When All Units is unchecked (each item in its base unit), an item with cost prices in more than one unit shows its base unit cost price.

The item’s stock price at the location.

If the General Setting Inventory > Auto Update Stock Price (Weighted Average) is checked, BOS keeps it up to date as a weighted average. A stock price entered here counts as a revaluation from the start of that day (see Item Prices Explained).

The value of the stock on hand (quantity x stock price).

If no stock price is entered, the value is calculated from the cost price.

A menu with the following options:

• View Item Summary: Shows the Item Summary on the right.
• Edit: Opens the item for editing.

Select Received to filter by the date of the last transaction that received the serial number, or Issued to filter by the date of the last transaction that issued it.

Available only when a date option is selected.

Select a specific category from the dropdown list.

If a main category is selected, all its subcategories are included.

Select In Stock (the default) to show the serial numbers that are in stock, or Complete to show the serial numbers that were issued.

A serial number is in stock if the last transaction that moved it received it, and complete if the last transaction issued it.

Enter a serial number, or part of one, and click View (button) or press Enter.

Entering a search clears the date and category filters. The search includes the serial numbers of both statuses (In Stock and Complete).

The serial number.

The footer shows the number of serial numbers listed.

The location of the serial number.

If the serial number is in stock, it is the location where it was last received. If it is complete, it is the location where it was last issued.

The last transaction that received the serial number (the Transaction Type’s code and the transaction number).

The cell is coloured by the status of the transaction.

The last transaction that issued the serial number (the Transaction Type’s code and the transaction number). Blank if the serial number was not issued.

The cell is coloured by the status of the transaction.

A menu with these options (also available when you right-click the row):

• View Item Summary: Shows the Item Summary on the right, with the row’s location selected.
• Edit: Opens the item for editing.
• Open Transaction (Received): Opens the last transaction that received the serial number.
• Open Transaction (Issued): Opens the last transaction that issued the serial number. Unavailable if the serial number was not issued.

Select Received to filter by the date of the last transaction that received the batch, or Issued to filter by the date of the last transaction that issued it.

Available only when a date option is selected.

Select a specific category from the dropdown list.

If a main category is selected, all its subcategories are included.

Select In Stock (the default) to show the batches that have stock left, or Complete to show the batches that were issued in full.

A batch is in stock if its Balance is more than zero, and complete if its Balance is zero or less.

Enter a batch number, or part of one, and click View (button) or press Enter.

Entering a search clears the date and category filters. The search includes the batches of both statuses (In Stock and Complete).

The batch number.

The footer shows the number of batches listed.

The last transaction that received the batch (the Transaction Type’s code and the transaction number).

The cell is coloured by the status of the transaction.

The last transaction that issued the batch (the Transaction Type’s code and the transaction number). Blank if the batch was not issued.

The cell is coloured by the status of the transaction.

The quantity of the batch left (Qty Received less Qty Issued).

A negative balance appears in red.

A menu with these options (also available when you right-click the row):

• View Item Summary: Shows the Item Summary on the right, with the row’s location selected.
• Edit: Opens the item for editing.
• Open Transaction (Received): Opens the last transaction that received the batch.
• Open Transaction (Issued): Opens the last transaction that issued the batch. Unavailable if the batch was not issued.

Select a date option from the dropdown list. This month is the default.

The view always covers a date range: there is no No Date option.

The quantity in stock at the end date.

Closing = Opening + Received + Issued + Adjusted.

A menu with these options:

• View Item Summary: Shows the Item Summary on the right.
• Edit: Opens the item for editing, without Prev / Next. Double-clicking a row does the same.