View an Items list

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To create a list of Items, on the ribbon, go to Items > Create Item List.

 

createitemlisticon

 

A new Items list will open.

 

itemlist

 

When clicking Run, at this stage a list of all active Items will be generated. However, if data is entered into the various fields and/or the checkboxes are used, the search results will be more refined.

 

The fields, checkboxes and their use are explained below.

 

Field

Explanation

Code

Enter the code (or partial code – Jim2 will autofill the rest) to display those Items which match the criteria.

Description

Enter a description (or partial description) to find those Items which match that criteria.

Make

Shows only Items with this make.

Model

Shows only Items with this model.

Groups

Enter a report group or groups to display the Items which belong to those groups. See Info (small) below for more information on Groups.

User Groups

Enter User Groups for this Item.

Def. Name

Select a name to display those Items which have this Default (user) name on them.

Serial# is required

Tick this box to display those Items which have Serial# is required ticked on their Item records.

Active

This box is ticked by default to show only active Items. Items cannot be deleted. They must be marked as inactive. Untick this box to include inactive Items in the search results

Service Job. Sales Job. Manuf. Job.

Ticking one or more of these boxes will include service and/or sales and/or manufacturing job Items in the search results.

 

Note: Ticking all three of these boxes returns the same results as ticking none.

 

Using the above information fields, clicking Run produces a list in a format that can be sorted by dragging the column header to the top of the list results table. To view or edit any of the Items within the list, double click, or use the F2 function key, on any of the fields relating to the Item to display.

 

dragitems

 

Info

On the right-hand side of the Groups field, to the right of the ellipsis [...] is the word OR. If selected, this will change to &. This relates to how use groups within the search. To select two groups and find those Items which are in both groups, use the & option (Item must belong to both Group 1 and Group 2). Tto search two groups and find Items that are in either one of those groups, select the OR option (Item can be in Group 1 or in Group 2).

 

There are some additional buttons at the bottom of this form, as explained below.

 

Button

Function

Addicon

Click to Open an Adding New Item screen

editicon

Click to Edit the currently highlighted Item. Not relevant if the list is empty

view

Click to View the currently highlighted Item. Not relevant if the list is empty

runicon

Runs the query and displays an Items list as filtered by data entered into the fields/checkboxes

cancelicon

Closes the Items list screen

 

How to

Add a Manufacturing Item

Add an Item

Add a Document to an Item

Add Groups to an Item

Add Multiple Items

Add Stock to a Manufacturing Item

Add Stock to a Sales or Service Item

Import Items

View or Edit an Item