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Taskbar

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HINT

See the chapter Toolbar for a general description of its functions.

The taskbar of the Items register:

WARNING

You will not be able to delete ID if any documents are linked to it! An error is returned showing databases where the item is contained. It is an irreversible process!

 

Navigation Buttons

Enable you to delete records, add them, shift through and search data (see navigation buttons).

 

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The Items register contains a lot of important data, which you must enter very carefully. The copy button simplifies the addition of new items. This button will copy the currently selected record in the Items register and open a new record. The new item will have the same ID as the original, plus a question mark "?". Enter a new item ID.

After a click on a copy button a form for Settings for copying Items is opened where you can deselect some data which are selected for copying by default.

 

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(lookup)

 

Lookup - Clicking 006408.gif opens a special lookup table by using which you can search, sort or filter existing records in the database.

In the Items register, records can be sorted and filtered using the following criteria (fields in the Items register): ID, Active, Name, Retail Price, Sale Price, Wholesale Price 1, Wholesale Price 2, Category, Secondary Category, External ID.

For advanced searching, you can also use the Ctrl-F - Find Items function. To select an item, double click the ID. Once you've entered an item, the window will close. Open it again to enter a different item, or close the Items register and reopen it.

Templates

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Opens a menu for setting-up templates.

Wizards

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Opens the wizards menu.
  • The Transfer option option in the Wizards menu of the Items register opens a window where you can automatically transfer all records in all databases for an item to another item. This procedure should be used before you delete a record in the Items register.
  • Custom user SQL procedures can also be used. There is a predefined procedure of this type:

Reports

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Opens a menu for generating Items reports:

Import/Export data

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Use it to import and export data.

Help

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Click it to access Help topics.

 

 

  

     


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