List of items

The list of items contains information about all items traded in the company. To open the list of items, it is necessary to go to the Main menu and then, from Directories list of buttons, select [Items] button.

List of items

On the left side of the window, there is the tree with groups of items. The function of item groups and their defining are described in article Defining item groups.

Menu of the list of items

The menu of the list of items contains standard buttons allowing for adding, editing, deleting of item groups or items, as well as buttons related to generating trade documents, creating associations between particular items, programming scale and menu of printouts.

The list of items is composed of the following columns:

  • Code
  • Name
  • Active
  • Quantity − quantity of items available in warehouses, defined on the basis of confirmed warehouse documents
  • Blocking Reservations − quantity blocked for sale or movements to another warehouse, resulting from reservations created in documents for released items (unconfirmed or confirmed R, SI – not associated with warehouse documents, non-processed and non-closed SO, confirmed IO (both a resource and quantity reservations are taken into account) and unconfirmed SOR, IR-, WLM-) or returned to   a vendor (unconfirmed or confirmed PIQC and unconfirmed PORQC and IR+QC); besides, the quantity displayed in Blocking Reservations column is decreased by quantity from SIQC, RQC documents, provided   that no warehouse documents have been generated to SI and R documents associated with them. Detailed description of the programming functionality of item reservations can be found in article Reservation types.
  • Available Quantity − quantity resulting from the difference between Quantity column and Blocking ReservationsBoth resource reservations and reservations without resources are included in the column only if Include non-blocking reservations parameter is checked in the filter below.  If this parameter is checked, Quantity column will include reservations without resources (non-blocking reservations). In the case of a non-blocking reservation (reservation without resources) when item quantity equals to 0, value 0 will be displayed in Available Quantity column
  • Quantity Ordered − quantity of ordered merchandise defined on the basis of documents for received items. Orders on documents for received items are described in Trade documents category.
  • Shortage in Quantity − quantity of merchandise registered in a document that is not available in stock. The function of sale below stock levels is described in Sales below stock levels article.
  • Unit − item unit of measure, e.g., item, kg, cm
  • Subtotal − subtotal price of sale defined in price list for released items
  • Total − total price of sale defined in price list for released items
  • Currency item price currency

Columns hidden by default:

  • Category − column containing values defined in General -> Item categories generic directory.
  • UPC − UPC code defined on item form
  • Non-Blocking Reservations – quantity resulting from reservations for which there are no resources and it is not included in quantity reservation
  • Resource Reservations – quantity resulting from reservations for which there are resources (quantity from specific delivery blocked for sales)
  • SENT − parameter informing whether an item is subject to SENT transport monitoring. Handling of SENT can be activated from the level of company header (Configuration -> Company Structure -> Rights Structure -> company edition form).
  • Type − type of defined item, the following values are available: Merchandise, Service and Set
  • Attachment − column containing information about a file attached to an item e.g., photo

Filtering

Filter of the list of items

The list of items contains a default filter, containing, among others, fields:

  • Price Type − drop-down list containing values retrieved from price lists created in the system. By default, the following values are available on the list: Purchase, Retail, Wholesale. The functions of price types are described in Price types category.
  • Customer/Vendor
  • UPC
  • Item Type − list containing default values: Merchandise, Service, Set
  • Warehouse − allows for filtering the list by resources available in a given warehouse. If an item is not available in a warehouse, it is displayed on the list with a quantity equal to 0.
  • Quantity − allows for filtering the list by available item quantity
  • Reservations − allows for filtering the list by reserved item quantity
  • Ordered − allows for filtering the list by ordered item quantity
  • Features − section allowing for filtering the list by item features defined by the user

 

 

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