The Items view displays the list of items available in the application. Information displayed on the list contains:
- Image thumbnail (if added)
- Item name
- Item ID (according to the ERP system)
- UPC code
- Features
- Price
The upper part of the view includes the bar Search which makes it possible to narrow down the item list according to a phrase entered. The search field takes into account all the item information mentioned above.
The application makes it possible to display multi-value attributes for items.
The item list is also available in the side menu.
Preview of the item form
An item form may be previewed in Start → Items or from a document form; for instance, when creating a sales quote, the operator can select a relevant item label.
The item form preview window displays:
- Item name
- UPC code
- Image
- Description
- Groups tab – it presents an item category with its assigned subordinate groups and a path, e.g. Prepared products → Sweetbreads
- Properties tab – it presents such details as a VAT rate and item type, e.g. Item, Service
- Price Lists tab – it presents price lists to which a given item has been assigned
- Resources tab – it presents an available item quantity
- Related Items tab – it presents related items of the following types: Alternative, Cross sell, Upsell, Accessory
- Set Elements tab – it is displayed only for items of the Set type
Groups tab
The Groups tab presents item groups to which a given item belongs. The list of groups contains the following information:
- Group
- Category
- Path – it determines the location of an item group in the item group classification category tree
Properties tab
The Properties tab presents:
- VAT Rate
- Item Type – Item, Service, Set, Voucher
- Values of item characteristics – for instance, a trade number
- Reverse Charge – it indicates whether a given item is subject to the reverse charge procedure
- Item attribute values
Price Lists tab
The Price Lists tab contains the following columns:
- Price List – it displays the name of a price list from which a given price has been retrieved
- Price Type
- Unit
- Subtotal Price
- Total Price
- Currency
Resources tab
The Resources tab contains the following columns:
- Warehouse – it displays the name of an active warehouse available within a given sales channel
- Quantity
- Reservations
- Shortages
- Available Quantity – it displays an item quantity, taking reservations into account
Also, the Resources tab contains the button [Show Lot Details]. Selecting the button opens a view providing detailed information on separate item lots.
Related Items tab
The Related Items tab is available if a given item has at least one related item. The list of related items is composed of the following columns:
- Name
- Relation Type – available options include:
- Alternative
- Accessory
- Cross sell
- Upsell
- Item Group – it displays a predefined item group from the ERP system
- Base Price – a total price
Set Elements tab
The Set Elements tab presents information on items that make up a set.
- Image
- Name
- Item Type – Item, Service, Set, Voucher
- Price List – it displays the name of a price list from which a given price has been retrieved
- Price Type
- Subtotal Price
- Total Price
- Currency
- VAT Rate
- Quantity