Items

The Items view displays the list of items available in the application. Information displayed in the list contains:

  • Image thumbnail (if added)
  • Item name
  • Item ID (according to the ERP system)
  • UPC code
  • Features
  • Price

You can also open the item list from the side menu.

The upper part of the view includes the Search bar, 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.

Item list

Preview of the item form

Note
The preview of item details is available on the mPOS workstation in both the tablet and smartphone modes.

An item form may be previewed in Start → Items or from a document form; for instance, when creating a sales quote, you can select a relevant item label.

Preview of item details

The item form preview window displays:

  • Item name
  • UPC code
  • Image
  • Description
  • Groups tab – it presents an item category with its assigned subordinate groups, e.g. Main group → Category: Assortment
  • 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
Note
The application only handles items of the Set type that retrieve their elements into documents.

Groups tab

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

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.

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

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