Editing an Item
If you need to edit an Item record and you are using Windows or macOS, follow these steps:
- Check the Navigation Centre to make sure you are in a module containing the Item register (e.g. the Sales Orders, Purchase Orders or Sales Ledger modules, or the Contracts, Production, Quotations, Service Orders and Job Costing modules if installed) . If you are in a different module, click the [Switch Module] button in the Navigation Centre or use the Ctrl-0 (zero) (Windows) or ⌘-0 (macOS) keyboard shortcut. Double-click any of the modules mentioned above in the subsequent list.
- To open the Item register, click the [Registers] button in the Navigation Centre and then double-click 'Items' in the resulting list.
- The 'Items: Browse' window opens, listing the Items in Item Number order. Change the sort order by clicking on one of the column headings: the blue heading shows the current sort order.
- If you want to search for a specific Item, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field in the top right-hand corner of the window. If you are using Windows, a match will be highlighted as you type each character. If you are using macOS, press the Return key to search. For example, to search for a particular Item Description, sort by Description before entering a Description (or its first few characters) in the Search field.
- To modify an Item record, double-click it in the browse window or highlight it and press the Enter key. The record will be opened in a window entitled 'Item: Inspect'. The fields in this window are the same as those in the 'Item: New' window: please refer here for a detailed description of each field.
- Edit the fields as necessary. Use the Tab, Return or Enter keys to move from field to field. In most cases, you will not be able to change the Item Number, the Item Type or the Serial Number Tracking option.
- Click the [Save] button when you are ready to save changes or [Cancel] if you want to leave the record unchanged.
- You can also edit an Item from another register. For example, when entering an Invoice, you might realise that your information about an Item is out of date (the price might have changed, for example). Place the insertion point in the Item field in the Invoice row and press F2 (Windows) or ⌘-Shift-V (macOS). The Item record opens, allowing you to make the necessary changes. You can also do this from the 'Paste Special' list, when you are choosing the Item for the Invoice.
If you are using iOS or Android, follow these steps:
- Check the Navigation Centre to make sure you are in a module containing the Item register (e.g. the Sales Orders, Purchase Orders or Sales Ledger modules, or the Contracts, Production, Quotations, Service Orders and Job Costing modules if installed). If you are in a different module, tap the [Switch Module] button in the Navigation Centre. Tap any of the modules mentioned above in the subsequent list.
- To open the Item register, tap the [Registers] button in the Navigation Centre and then tap 'Items' in the resulting list.
- The 'Items: Browse' window opens, listing the Items in Item Number order. Change the sort order by tapping on any of the column headings and then choosing an option in the resulting pop-up. The current sort column is marked by a dark grey heading.
- If you want to search for a specific Item, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field at the top of the window and tap the Search button on the virtual keyboard. For example, to search for a particular Item Description, sort by Description before entering a Description (or its first few characters) in the Search field.
- To modify an Item record, tap it in the browse window. The record will be opened in a window entitled 'Item: Inspect'. The fields in this window are the same as those in the 'Item: New' window: please refer here for a detailed description of each field.
- When the record opens, the header and the 'Texts' card will be visible. Tap the 'Details' tab to see the other cards.
- Edit the fields as necessary. In most cases, you will not be able to change the Item Number, the Item Type or the Serial Number Tracking option.
- Tap √ in the Button Bar when you are ready to save changes. If you want to leave the record unchanged, select 'Cancel' from the Record menu (with 'cog' icon) or tap <. If you tap <, you will be asked to confirm the cancellation.
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The Item register in Standard ERP:
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Introduction to the Item Register
