Inventory items - List screen

Inventory ››
Parent Previous Next

To access the Inventory item list screen:

1.On the Action ribbon, select Inventory items (F12). TheInventory  item - List view - Default screen is displayed:

2.Buttons – The following buttons are available:

a)New – Create a New inventory item.

b)Delete – Delete remove a selected inventory item.

c)Edit – Edit / change a selected inventory item.

You may also double click on a selected inventory item.

d)Save – Save any changes to a inventory item.

e)Cancel – Cancel will revert to the previous values. Any changes will not be saved.

f)Copy from item – This will create a copy of a selected inventory item.  You only need to enter the Inventory code and change / edit the necessary fields.

You may also select the inventory item type. The fields that are not applicable to a selected inventory item type, will be disabled / enabled.

g)Default – This will display the Export / Import, Adjust inventory and Settings tabs. Clicking on the Default button, the button's caption will change to display Advanced mode. This will hide the Import / Export, Adjust inventory  and Settings tabs. In the Advanced mode, you may enter / edit data (values) of inventory items (like you would in a spreadsheet).

5.Limit rows - The default is 50000 records to be listed displayed on this screen. If necessary, you may change that.

6.Report – You may print barcodes or the Yagoda barcodes for selected inventory items from the context menu - Print single item.

These barcodes may also be printed from the Reports → Inventory → Print labels (Reports ribbon).

7.Use barcode printer – Select this option if have a barcode printer configured and setup on your system; and you need to print the Barcodes (i.e. Barcode or Yagoda barcode) report type from the list.

8.Single line mode - This option has three (3) basic settings

a)If this field is selected (ticked) and the Advanced mode (Export / Import, Adjustinventory  and Settings tabs displayed), each inventory item record will be listed in a single row.

b)If this field is not selected (not ticked) and the Advanced mode (Export / Import, Adjustinventory  and Settings tabs displayed), a fixed right pane column (similar to the left pane on which the inventory code and date last action columns are by default displayed) will be added. You may drag any column between the left and right panes to be added.  

c)If this field is selected (ticked) and the Default mode (Import / Export, Adjust inventory  and Settings tabs not displayed), each inventory item record will be listed in a single row.  

d)If this field is not selected (not ticked) and the Advanced mode (Import / Export, Adjust inventory and Settings tabs displayed), the fields for inventory item records will be grouped in some columns (e.g. Unit size, Inventory group1 / 2, Inventory item type, Cost centers, etc.).  

9.Update type - The following options are available to change (group) the columns:






10.Search Filter / Options – Filter by entering the Item Code, Description or Extra description and / or by selecting (ticking) the Reporting group 1 / 2. If you click on the Search button, the only those inventory items that matches your search / filter criteria will be listed. If you click on the Type button,  you may select Item Code, Description, Extra description, Reporting group 1, Reporting group 2 or Vendor.

If Vendor option is selected in the Type field, you may select the Vendor account on the Lookup. This will list those inventory items which are linked to the vendor account in the Preferred supplier 1 (Default Supplier 1) field of the Ledger tab of a Inventory item.

11.Context menu – The following options are available:

oPrint single item – Prints the selected report type for the selected inventory item(s) only. If you need to include all items, click on the Report button.

oCopy – The following options to process Supplier 1 and Purchase Sales Inventory Tax are available:

Copy from / Initial Action

Perform on Selected Rows

oReporting group 1 - Change the reporting group of a inventory item, if Reporting group 1 was set for Inventory items (as added in Setup → Groups (Inventory group 1)).

The colors of the rows (list of inventory items) will be changed, if set in Reporting group 1.

oReporting group 2 – Change the reporting group of a document, if Reporting group 2 was set for Inventory items (as added in Setup → Groups (Inventory group 2)).

11.Grid totals - This will display the line count (number of records in rows / inventory items) that is available on the list. The number of records will indicate the number of records that matches your filter / search criteria.

Created with the Personal Edition of HelpNDoc: Qt Help documentation made easy