Item Summary Tutorials

What the Item Summary shows, and the modules it can be opened from, are explained on Item Summary. The summary applies only to items that were pre-created (not custom items).

💡These tutorials explain how to view an Item Summary, the transactions that changed, ordered or reserved stock, price changes, and serial numbers or batches.

How to View an Item Summary#

1. Navigate to Items (Main Menu > Setup > Items > Menu (button) > Default).
2. Right-click the item and select View Item Summary.
   • Note: Alternatively, right-click an item on a transaction and select the same option.

How to View Transactions That Changed the Quantity in Stock#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select Movement to list the transactions.
4. Right-click a transaction and select Open Transaction to open the transaction.

How to View Transactions Used to Order Stock#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select On Order to list the transactions.
4. Right-click a transaction and select Open Transaction to open the transaction.

How to View Transactions Used to Reserve Stock#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select Reserved to list the transactions.
4. Right-click a transaction and select Open Transaction to open the transaction.

How to View Transactions for a Different Location#

1. Display an Item Summary.
2. In the top section, click the row of the location.
   • Note: The bottom section changes to show the transactions for the new location.
3. Click View (button) and select another view as needed.

How to View Inventory Price Changes#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select Price History.
   • Note: If Price History is blank, the item has no inventory prices yet. The Type column shows whether each price was entered manually (Manual) or worked out by the Weighted Average.

How to Open a Transaction From the Price History#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select Price History.
4. Right-click a Weighted Average row and select an Open Transaction entry. There is one entry for each transaction in the row’s Trans No. column.
   • Note: Alternatively, double-click the row to open its first transaction. A row without transactions (for example, a Manual row) shows No Transaction.

How to Delete Price History Rows#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select Price History.
4. Select the rows to delete. Hold down the Ctrl or Shift key to select several rows.
5. Click Delete (button), on the left of the View button.
   • Note: Only the history rows are deleted. The current Stock Price is not changed.
6. Confirm the deletion on the popup.

How to View an Item’s Serial Numbers or Batches#

1. Display an Item Summary.
2. In the top section, click the row of the location.
3. Click View (button) on the bottom section and select Serial Numbers or Batches.
   • Note: These options appear only if Inventory > Enable Tracking is set to Serial Numbers or Batches on at least one Transaction Type.
4. Select In Stock to list the serial numbers or batches in stock at the location, or Complete to list those that were issued.
5. Double-click a row to open the transaction that received it. Alternatively, right-click the row and select Open Received Transaction or Open Issued Transaction.