Items

Overview

Items are goods or services that you buy and/or sell.  There are two types of items, "Inventory" items and "Non-inventory" items.  Inventory items are those items with quantities that you want to keep track of in the system and all other items are considered non-inventory items.  To access items click "Items" in the top menu.  To see only inventory items click "Inventory" in the left menu if applicable.  To see only non-inventory items click "Non-inventory" in the left menu if applicable.  To sort list of items click on the column header name for the criteria you want to sort by.  To filter the list of items click on the "Filters" button, select filters and click "Save" and to remove filters click the "Reset" button.

Adding items

Users can add items one at a time or by importing a list of items from a CSV file.  

To add items one at a time complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on the "+ New Item" button above the list of items
  3. Enter item information
  4. Click the "Save" or the "Save + New" button at the bottom of the item form

For information on how to import a list of items see Importing inventory items and/or Importing non-inventory items 

Editing items

To edit items complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on the item that you want to edit
  3. Click on the "Edit" button
  4. Make changes and then click on the "Save" or "Save + New" button at the bottom of the form

Deleting items

Users can delete items one at a time or in bulk.

To delete items one at a time complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on the item that you want to delete
  3. Click on the "More" button
  4. Click on "Delete" in the dropdown

To delete items in bulk complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on the checkbox to the left of "Item ID" for each item that you want to delete
  3. Click on the "More" button
  4. Click on "Delete" in the dropdown

Note that items that are tied to transactions cannot be deleted.  

Making items active or inactive

Users can make items active or inactive one at a time or in bulk.

To make items active or inactive one at a time complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on the item that you want to make active or inactive
  3. Click on the "More" button
  4. Click on "Active" or "Inactive" in the dropdown

To make items active or inactive in bulk complete the following steps:

  1. Click on "Items" in the top menu
  2. Click on the checkbox to the left of "Item ID" for each item that you want to make active or inactive
  3. Click on the "More" button
  4. Click on "Active" or "Inactive" in the dropdown

Exporting items

Users can export items by completing the following steps:

  1. Click on "Items" in the top menu
  2. Click on the "Export" button
  3. Select the information that you want to export and click "OK"

Note that any filters set on the list of items when user clicks on the "Export" button will be applied to the export.