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Both sides previous revision Previous revision Next revision | Previous revision | ||
items:item_basics [2021/05/11 09:31] – [Show items] Gary Willetts | items:item_basics [2024/09/19 23:14] (current) – [Set values] Mark Glover | ||
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Here's an example of a list of items displayed after clicking the **Find** button: | Here's an example of a list of items displayed after clicking the **Find** button: | ||
- | {{ :items:itemlist.jpg |}} | + | {{ :items:item-list-1.png? |
Double-click the item in the list to view its details. | Double-click the item in the list to view its details. | ||
- | ==== Items list view ==== | + | ==== Buttons on the Items list view ==== |
- | **New item:** Click this button to enter the details of a new item you | + | |
- | are adding to your inventory. You can find out how to do this | + | === New item === |
+ | |||
+ | Click the **New item** button to enter the details of a new item you are adding to your inventory. You can find out how to do this | ||
[[items: | [[items: | ||
+ | /* | ||
+ | Pretty useless feature - deprecated around v5.0 | ||
**Report:** Click this button to open a report editor window where you | **Report:** Click this button to open a report editor window where you | ||
can design a report. The report will use the currently displayed records | can design a report. The report will use the currently displayed records | ||
(not the highlighted records). | (not the highlighted records). | ||
+ | */ | ||
+ | === Set values === | ||
- | **Set values:** A flag is a quick way of identifying a group of items for | + | Click the **Set values** |
- | use in a report. | + | * Set the flag |
+ | * Set forecasting options | ||
{{ : | {{ : | ||
- | * You can set and remove flags for multiple items at the same time. To | + | <WRAP center round info 60%> |
- | do so, hold down the control key (command key on Mac) and click on the | + | You can highlight |
- | lines you wish to flag. They will become highlighted. | + | </ |
- | "set flags" button. You will be shown a window like this: | + | |
- | We recommend you use a single character (or two) as the flag. | ||
- | If you choose **Append to existing flags**, any items with existing | + | <WRAP center round tip 60%> |
- | flags will have the new flag added to the end of the flag. If you choose | + | The flag field is limited |
- | | + | </ |
- | flags cleared. Note that you can clear all flags for all items by | + | |
- | selecting all items (control - A) then leaving | + | |
- | field blank, clicking " | + | |
- | OK** button. | + | |
- | **Find:** Clicking this button displays the **Find** window, the same | ||
- | as if you had chosen **Items > Show items**. | ||
- | **Order by:** Clicking this button | + | If you choose |
- | window, where you can choose | + | |
- | **Print:** Click this button to print the items currently displayed in a | + | <WRAP center round tip 60%> |
- | list. | + | You can clear all flags for all items by selecting all items (control - A) then leaving the **Set flag to** field blank, clicking " |
+ | </ | ||
- | **Modify: **Click this button to show details for the first record that | + | === Find === |
- | is highlighted. Clicking the **OK and Next** button in the item details | + | |
- | window will jump to the next highlighted record. To select multiple | + | |
- | records, hold down the control key (command on Mac) while you click on | + | |
- | the records you wish to select. | + | |
- | **Duplicate**: Click this button to create a new item with the same details as the selected item. A message box like the one below will appear. Click on button **Duplicate** to confirm creating the duplicate. | + | Clicking the **Find** button displays the **Find** window, the same as if you had chosen **Items > Show items**. |
+ | |||
+ | === Order by === | ||
+ | |||
+ | Clicking the **Order by** button will bring up the standard Order by window, where you can choose fields by which to sort the displayed items | ||
+ | |||
+ | === Print === | ||
+ | |||
+ | Click the **Print** button to print the items currently displayed in a list. | ||
+ | |||
+ | === Modify === | ||
+ | |||
+ | Click the **Modify** button to show details for the first record that is highlighted. Clicking the **OK and Next** button in the item details window will jump to the next highlighted record. To select multiple records, hold down the control key (command on Mac) while you click on the records you wish to select. | ||
+ | |||
+ | === Duplicate === | ||
+ | |||
+ | Click the Duplicate | ||
\\ | \\ | ||
{{ : | {{ : | ||
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\\ | \\ | ||
\\ | \\ | ||
- | **Customise | + | |
- | can choose which fields from the items table are shown in the list view. See | + | === Customise === |
- | [[tutorial: | + | |
+ | Clicking the **Customise** button will show a window where you can choose which fields from the items table are shown in the list view. See [[tutorial: | ||
+ | |||
+ | === Merge === | ||
+ | |||
+ | Click on the **Merge** button to merge two highlighted items. | ||
===== Item details window ===== | ===== Item details window ===== | ||
- | {{ :items: | + | {{ : |
==== Buttons in the item details window ==== | ==== Buttons in the item details window ==== |