Items List

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid to sort, then drag it to the Group By area to group.

Field

Explanation

Code

Enter the code (or partial code) to display only those Items which match that criteria. Otherwise, leave blank to run a full list.

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.

Stock#

Select a stock code to filter by one particular piece of stock. Once a code is entered, hover over the wording Stock# and it will turn into a hyperlink, which will open that stock record.

Groups

Enter a report group or groups to display only the Items which belong to those groups.

User Groups

Enter User Groups for this Item.

Def. Name

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

Serial# is required

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

Active

By default, only active Items are shown. Since Items cannot be deleted (instead, they can be marked as inactive), untick this box to also include inactive Items in the search results, if required.

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

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 be displayed.

You can also view stock in the Items by using the report Items List - Stock in Item report in the ribbon.

Right Click Option

Function

View

View the highlighted Item.

Edit

Edit the highlighted Item.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.