Select Items from Inventory

Find an Item | Filter the Item List | Sort the Item List

This topic applies to purchase orders, inventory adjustment memos, and transfer slips only.

You can go directly to inventory to select items to list on a document or for other tasks. Once in inventory, the item list can be sorted, searched, or filtered to locate the correct item or an item can be added or edited before listing.

To look up and select items in inventory:

1. Choose Select from I tem List (<F4>) from the document or task I Want To menu.

This opens your item list in a special selection mode.

2. Locate the items you want to list.

3. Once you have located an item, use one of the following methods to bring it to the document:

- To immediately return one item to the document, double-click it. The item is listed with a quantity of one.

- From a document: Enter the quantity of each item to be listed in the Doc Qty column in your item list. You can also specify the Doc Price (if making a receipt or customer order) or the Doc Cost (if making a PO, voucher, or cost memo). Navigate through the item list, making entries for all items you want to list on the document. When finished, choose Select from the bottom toolbar to return selected items to the document with the specified quantities and prices/costs.

- From other tasks: Select the checkboxes to the left of an item to select it. You can also use the selection options from the I Want To menu to select all, clear all, or select multiple items. When finished, choose Select from the bottom toolbar to return selected items to the task form or list.

- If you need to list a large number of style items, as you might on a PO, voucher, or adjustment memo, highlight a style item and then, from the I Want To. menu select Edit/Add Style. Enter document quantities (or select checkboxes for other tasks) directly in the style grid cells corresponding to each style item. When done, choose Select.

4. Repeat steps 2-3 to locate and list all the items you need.

Full item editing is possible while in the item selection screen. This feature allows the flexibility to perform tasks, such as adding items as new merchandise is being ordered, received, or sold.

Tip: Filter your item list to display a single vendor's items

Note: Add a new style while creating a document

Related Topics

Add a new item while creating a document

List items on documents

Inventory overview