List Items on Documents: Overview

Use Bar Codes | About Item Identifiers | Find an Item

The item list included on documents lists the items to be processed (received, sold, ordered, etc.). This list contains item details such as the description, price or cost, item discounts, etc.

The default columns included in the item list will vary depending on the document you are completing. Most list navigation procedures apply, including the ability to customize the columns included in the list.

Which type of document do you need help with?

Sales Receipts or Receiving Vouchers

In the Scan or enter item information drop-down box, scan or type item information to search for the item being listed (receipt example shown): Use any of these methods to add items to the document : Scan the bar code from the item tag. Type the item's UPC, Item #, or alternate lookup value and press <Enter> Learn more about these item identifiers Search by item name (beginning characters) or other item keyword. Just begin typing the name or keyword and a list of matching items is displayed. Select an item from the list by clicking it (keyboard users, press the down arrow key to scroll, then <Enter> to select). The selected item is added to the document with a quantity of 1. If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches. To see your entire item list, click the icon with no entry in the Add Item field. You can scroll through the list looking for the needed item. Click Sell a Miscellaneous Item or Add a New Item to Inventory if needed. Related Topics Quick Pick Items

All Other Documents (Purchase Order, Customer Order, Adjustment Memo, Transfer Slip)

With the cursor in the Enter Items field, do one of the following. Each of these procedures, except the last, adds the item to the document with a quantity of one. Scan the item bar code; if one unique match is found in your item list, it is instantly listed. Type the item UPC number, item number or alternate lookup value (collectively called item identifiers) and press <Enter>; if one unique match is found, it is instantly listed. Begin typing the item description (based on Description 1 field in inventory); a drop-down list of your items is displayed with a match highlighted. Select it or another item from the list. Type an item search keyword or keywords and then choose Find Items to the right of the Enter Items field. The Find Item window displays all item matches found, select an item or refine your search keywords and select Find again .until the item is located and listed. From the I Want To menu, choose Select from Item List (<F4>) to open your item list in a special selection mode. Locate the item(s) and enter the quantities needed in the Doc Qty column of this screen. (Pro) To choose style items, display the style grid and enter document quantities in the cells of the grid. Then choose Select from the bottom toolbar to return them to the document. Learn More Searching for an item by keyword Selecting items from inventory

For general information about listing document items, select a topic:

Scan or enter a UPC, Item #, or Alternate Lookup
Quick Pick Items (receipt and voucher only)
Using service or non-inventory items
Enter decimal item quantities
Add a new item to inventory while making a document
Handle special orders List a group item List an assembly item List different units of measure View item quantities at other stores
Editing Listed items:
Edit items
Remove items from a document