Item List Views Tutorials

The list views are explained on Item List Views Interface.

💡These tutorials explain how to view item information in the list views, update one or many records, add prices and rebuild the inventory report.

How to View Header Information#

1. Navigate to Items.
2. Click Menu (button) > Default.
3. Click View (button). The items’ header information appears (see Item List Views Interface).

How to View Substrate Information#

1. Navigate to Items.
2. Click Menu (button) > Substrate (Sheets) or Substrate (Reels).
3. Click View (button). The substrates and their attributes appear (see Item List Views Interface).

How to View Estimating Information#

1. Navigate to Items.
2. Click Menu (button) > Estimating (Tasks) or Estimating (Outwork).
3. Click View (button). The items with Estimating Attributes appear with their estimating quantities and costs (see Item List Views Interface).

How to View Pricing Information#

1. Navigate to Items.
2. Click Menu (button) > Pricing.
3. Select an option next to Price Type.
4. Click View (button). The prices from the items’ Prices tab appear (see Item List Views Interface).

How to View Inventory Information#

1. Navigate to Items.
2. Click Menu (button) > Inventory Summary.
3. Click View (button). The inventory items appear with their locations, quantities and prices (see Item List Views Interface).

How to View a List of Items in Dual Screen#

1. Navigate to Items.
2. Click Menu (button) and select a view.
3. Click View (button).
4. Click the square block with the green insert next to Menu (button).
   • Note: The list of items moves to the right. Click the X in the red circle to close the panel. It opens on the right again the next time you open it. To restore it to the left (or full screen), click the square block with the green insert.
5. Open any other transaction or view from the menu. It automatically opens on the left.

How to Update Individual Records#

1. Navigate to Items.
2. Click Menu (button) > Pricing or Inventory Summary.
3. Click Edit (button).
4. Edit the values in the columns with blue captions.
5. Click Save (button).

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. Click Actions (button) > Batch Update.
6. Check the box of each record you want to change.
7. Select one of these options from the Batch Update dropdown list:
   • 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 Batch Update.
   • Inventory Location =
     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 Batch Update.
        • Note: If all the locations are removed from an item, it stops being an inventory item. However, locations are not removed from items that have quantities in stock.
   • Status =
     1. Select a status from the dropdown list.
     2. Click Update (button).
     3. Confirm the change.

How to Add Cost Prices: 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 the records you want to change (use Ctrl + left-click to select several).
6. Click Actions (button) > Add Cost Price.
7. Click Yes (button) on the popup to confirm you want to add a cost price.
8. Edit each item to enter a cost price.

How to Add Sell Prices: 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 the records you want to change (use Ctrl + left-click to select several).
6. Click Actions (button) > Add Sell Price and select the currency from the adjacent dropdown list.
7. Click Yes (button) on the popup to confirm you want to add a sell price.
8. Edit each item to enter or check the added sell price. By default, the sell price is based on the cost price.

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. Click Actions (button) > Batch Update.
6. Check the box of each record you want to change.
7. Select one of these options from the Batch Update dropdown list:
   • VAT Type = Select a VAT Type from the adjacent dropdown list.
   • Adj% = Enter a number (a percentage) in the adjacent block.
   • Fixed Price (OWK) = Enter a number (new fixed price) in the adjacent block for Outwork.
   • Unit Price = Enter a number (new unit price) in the adjacent block.
8. Click Update (button).
9. Confirm the change.

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. Click Actions (button) > Batch Update.
6. Check the box of each record you want to change.
7. Select one of these options from the Batch Update dropdown list:
   • Adj% = Enter a number (a percentage) in the adjacent block.
   • Fixed Price = Enter a number (new fixed price) in the adjacent block.
   • Unit Price = Enter a number (new unit price) in the adjacent block.
   • 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.

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. Click Actions (button) > Batch Update.
6. Check the box of each record you want to change.
7. Select one of these options from the Batch Update dropdown list:
   • VAT = Select a VAT Type from the adjacent dropdown list and check the box if the price includes VAT.
   • Adj% = Enter a number (a percentage) in the adjacent block.
   • Price (Amount) = Enter the sell price in the adjacent block. Updating the Price (Amount) clears the Price From field.
   • Price (GM%) = Enter the Gross Margin percentage in the adjacent block (e.g. 20 for 20%). Updating the GM% clears the Price From field.
   • Price From = Select Cost Price to set the price based on the cost price. Check the box next to Round to round the price.
8. Click Update (button).
9. Confirm the change.

How to Update Multiple Records: Pricing View > Price Lists#

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Pricing.
3. Select Price Lists from the dropdown list next to Price Type.
4. Select a Price List from the dropdown list.
5. Click View (button).
6. Click Actions (button) > Batch Update.
7. Check the box of each record you want to change.
8. Select one of these options from the Batch Update dropdown list:
   • Adj%: Changes the adjustment percentage to the number entered in the adjacent block.
   • Adjust Price by (%): Adjusts the price by the percentage entered in the adjacent block.
   • Adjust Price by (Amount): Adjusts the price by the number entered in the adjacent block.
   • Price (Amount): Sets the price to the number entered in the adjacent block.
   • Price (GM%): Sets the price to give the gross margin percentage entered in the adjacent block.
   • VAT: Changes the VAT Type to the one selected from the dropdown list, and sets whether the price includes VAT (checkbox checked = the price includes VAT).
9. Click Update (button).
10. Confirm the change.

How to Rebuild the Inventory Report#

1. Navigate to Items (e.g. Main Menu > Setup > Items).
2. Click Menu (button) > Default.
3. Click Actions (button) > Rebuild Inventory Report.
   • Note: A popup message shows that the report was rebuilt.
4. Click OK (button) to remove the popup.