Items

Items

When creating a new document and entering items in positions form Find Item can be helpful. It can be opened from the Operations menu or by clicking the shortcut F3:

Enter any value to the criteria field. You need not use wildcard character "%" (for more information see topic Wildcard Characters) for general search. Use field values in the Items register as criteria.

See Taskbar for a general description of its functions.

SEARCH CRITERIA

Enter any of the following criteria:

Active	Set item status: All - Selects and includes all items. Active - Selects and includes only active items. Inctive - Selects and includes only inactive and disabled items.
Auto-Refresh	Check the Auto-Refresh checkbox for on-the-fly updating of the list after having changed criteria. If you leave it unchecked, the entered criteria will only be applied after you move to the next field.
Find Items in Specs	Check it to include only items with specification.
	Having launched the function with set criteria move to any line in the Items register and click the Select and Close button. The item appears in line of document and the lookup window closes. Otherwise, select an item by double-clicking a line or by using the following key combination.
	Having launched the function with set criteria in a document move to any line and click the Select and Add Line button. The item appears in line of document and the lookup window remains open.
Item	Enter any number of characters of item ID.
Quantity	Enter desired quantity for new item which will be set on newly created row. In case Items are set as serial numbers and there is no option for Automatic issuing of serial numbers, the quantity will be zero despite entered quantity.
Name	Enter item name. It is not restricted by number of characters.
Item Type	Enter an item type. You can also select it after clicking on the right.
Prim. Categ.	Enter an ID of primary category. You can also select it after clicking on the right.
Sec. Categ.	Enter an ID of secondary category. You can also select it after clicking on the right.
ID	Enter an ID of primary supplier.
Subject (ID)	Enter or select an ID from the Subjects register.
Subject (ID)	Enter or select a subject from the Subjects register.

RESTRICTIVE CRITERIA

Here you can enter additional restrictive criteria. You can set them optionally.

You can set additional 9 fields. You can view two additional fields by default. To see more, you have to expand the panel (for detailed treatment of the procedire see Sliders and Resizing).

Thus you can look up all items with set revenue account 7700:

(field from the Items register)	To select restrictive criteria click the arrow icon to for the dropdown to appear: Only fields set for SQL query in settings are listed in dropdown.
(Operators)	Select an operator for use with the expression in the selected field from the Items register. For text fields you can only use the equals sign (=):
(expression in the selected field of the Items register)	Enter the expression used in search. Here you can use wildcard characters:

Trying to search by date criteria, you have to enter the date in YYYY/MM/DD format.

LIST OF ITEMS MATCHING the SELECTED CRITERIA

An overview (list) of items matching the criteria can be modified in search parameters by using authorizations in order to meet ndividual users or user group requirements. The following can be observed in the overview:

ID	Displays an item ID from the Items register.
Active	It marks item status. If checked, then the item is active.
Desrcription	Displays description from the Items register.
External ID	Displays an external ID from the Items register.
U/M	Displays a primary U/M (unit of measurement from the Items register.
Category	Displays an ID of item category.
Type	Displays an item type from the Items register.
Wholesale Price	Displays the item's wholesale price.
	Click this button to create a report. It displays name and ID of item.

Available Stock

The section shows available stock. All warehouses that have the item on stock are displayed here.

For more information see also Find Item - an Example.