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This text refers to program version 8.4  

Row Menu - Opportunity - Item Status

This page describes the 'Item Status' function on the Row menu in the Opportunity record window. This function can't be used on iOS or Android.

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The 'Item Status' function displays the current status (for example, the quantity in stock, the quantity on unfulfilled Sales Orders, etc) of any of the Items in an Opportunity in a separate 'Item Status' window.

To open the 'Item Status' window, first click in any field in the Opportunity row containing the Item you are interested in. Then open the Row menu by right-clicking (Windows) or ctrl-clicking (Mac OS X) the row number and select the 'Item Status' function. The 'Item Status' window will be opened. For the example illustrated below, we clicked in the second row of an Opportunity (containing Item 10105) before selecting the 'Item Status' function:

The 'Item Status' window is unusual in that it always "floats" on top of other windows, even when those windows are active. Therefore, without closing the 'Item Status' window, you can click in another Opportunity row containing a different Item, and the figures in the 'Item Status' window will be updated accordingly. If you then select 'Paste Special' from the Item Number field in any row and highlight an Item in the 'Paste Item' window, the 'Item Status' window will again be updated to show figures for the highlighted Item.

If you have specified a Location in an Opportunity, the figures in the 'Item Status' window will refer to that Location. If you have not specified a Location, the figures will refer to all Locations. This will be the case even if you have specified a Main Location in the Stock Settings setting.

If you would like the 'Item Status' window to open automatically whenever you open an Opportunity (if it isn't open already), select the Show Item Status option in the Item Settings setting in the Sales Ledger.

Please refer here for full details about the 'Item Status' window, including details about how the figures are calculated, about using the Item Status Settings setting in the Sales Ledger to choose which figures will be shown in the 'Item Status' window and about displaying different figures in the 'Item Status' window to different users.

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The Opportunity register in Standard ERP:

• Introduction
  

• Entering an Opportunity
  

• Controlling Prices in Opportunities
  

• Inspecting and Changing Opportunities
  

• Operations Menu
  

• Create Menu
  

• Row Menu, including:
  
  • Item Status
    

  • Previous Sales Prices
    

  • Add Header Line
    

  • Add Hidden Line
    

  • Add Subtotal

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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