Language:


Operations Menu - Item Status

This function provides instant feedback for each Item concerning the quantity in stock, the quantity on order, how many can be shipped and the current gross profit.

The function is available from the 'Items: Browse' window, as well as on the Operations menus for Sales Orders, Invoices, Deliveries and Stock Depreciation records.

When you select this function, the 'Item Status' window is opened. This window is different from other windows because it always "floats" on top of other windows, even when those windows are active.

When you open the 'Item Status' window from the 'Items: Browse' window, it displays information about the Item highlighted in the list. This information will change as you click on different Items in the list.

When you open the 'Item Status' window from other windows, for example, from an Invoice or Order, it displays information about the Item in the row containing the cursor. As you move the insertion point to different rows, the data in the 'Item Status' window is immediately updated. If you then select 'Paste Special' from the Item Number field of an Invoice or Order row and highlight an Item in the 'Paste Special' window, the 'Item Status' window is updated to show values for the Item highlighted.

You can have the Stock and Order figures updated (i.e. reduced by the quantity delivered) when Deliveries are created or when they are approved. This is controlled using the Decrease Available on Deliveries options in the Stock Settings setting in the Stock module. The Shippable figure is reduced by the quantity ordered as soon as a new Order is saved, so it assumes that stock is immediately allocated to that Order. Goods Receipts will update the Stock and Shippable figures when they are approved.

When you open the 'Item Status' window from the Invoice, Order and Quotation screens, the GP and GM figures will show the Gross Profit and Gross Margin (%) for the row containing the cursor. In other circumstances, these fields will be blank.

You can move the window and put it where you want on the screen. Use the Window menu (Windows and Linux) or the ⌘-Shift-S keystroke (Macintosh) to ensure it is opened in that position the next time it is used.