items:item_basics

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items:item_basics [2020/01/13 09:45] – louitems:item_basics [2023/04/05 14:19] (current) – [Item details window] Gary Willetts
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 Managing items is mostly done from the **Item** menu or **Item** tab on the Navigator. The item menu also contains commands for managing lists related to items such as accounts, drug interactions and units. Managing items is mostly done from the **Item** menu or **Item** tab on the Navigator. The item menu also contains commands for managing lists related to items such as accounts, drug interactions and units.
  
-For how to add a new item, see [[items:adding_a_new_item|Adding a New item]].+For how to add a new item, see [[items:adding_a_new_item]].
  
 =====Item menu ===== =====Item menu =====
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 First you are presented with a window asking you to enter search criteria to find the items you are interested in: First you are presented with a window asking you to enter search criteria to find the items you are interested in:
-{{ :items:find_items4.png?500 |}}+ 
 +{{ :items:find_items5.png?400 |}}
  
 If you click on the **Find** button (or press the Enter key on the keyboard) without changing anything you will be shown a list of all the visible items in your store. But you can refine the search by entering and selecting different values in the different filter lines shown in the window. If you enter no value for a filter then that filter is ignored.  If you click on the **Find** button (or press the Enter key on the keyboard) without changing anything you will be shown a list of all the visible items in your store. But you can refine the search by entering and selecting different values in the different filter lines shown in the window. If you enter no value for a filter then that filter is ignored. 
 +
 +**is on Master list** drop down list: the drop down list will contain a selection of master lists defined in the system for you to choose:
 +  * If you are in supervisor mode ([[other_stuff:misc_topics#supervisor_mode_-_all_stores|25.01. Miscellaneous topics]]) all master lists will be in the drop down list.
 +  * If the **Automatically update item visibility in all stores to match master lists used by each store** preference ([[preferences:general#item_tab|15.01. General preferences]]) is turned on, you will only see master lists that are set to be used by the store you are logged into ([[other_stuff:virtual_stores#master_lists_tab_and_visibility_tab_controlling_item_visibility|25.08. Virtual stores]]).
 +  * If the **Automatically update item visibility in all stores to match master lists used by each store** preference is turned off then all master lists will be in the drop down list.
  
 **Randomly select x items from returned list** text box: If you enter a number in here mSupply will randomly select that number of items from the items which match the search criteria you have entered in the filters above. Beware: if there are less items returned from the search than the number you enter in here mSupply will return all the items it found with no random selection. **Randomly select x items from returned list** text box: If you enter a number in here mSupply will randomly select that number of items from the items which match the search criteria you have entered in the filters above. Beware: if there are less items returned from the search than the number you enter in here mSupply will return all the items it found with no random selection.
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 If only one item is found by your search then its details are displayed, otherwise you will be shown a list of matching items. If only one item is found by your search then its details are displayed, otherwise you will be shown a list of matching items.
  
-The **Complex find** button gives you access to a more powerful query editor where you can find a very specific set of items. A tutorial on using the query editor is to be found in the [[reports:custom_reports|custom reports section]].+The **Complex find** button gives you access to a more powerful query editor where you can find a very specific set of items. A tutorial on using the query editor is to be found in section [[reports:custom_reports]].
  
 <WRAP center round tip 60%> <WRAP center round tip 60%>
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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?600 |}}
  
 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:adding_a_new_item|here]] [[items:adding_a_new_item|here]]
  
 +/*
 +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** button to do either (or both) of the following for **all** the highlighted items: 
-use in a report.+  * Set the flag 
 +  * Set forecasting options
  
 {{ :items:setvalues.png?400 |}} {{ :items:setvalues.png?400 |}}
  
-* 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 multiple items at the same time by holding down the control key (command key on Mac) and click on the lines you wish to flag. They will become highlighted. 
-lines you wish to flag. They will become highlighted. Then click the +</WRAP>
-"set flags" button. You will be shown a window like this:+
  
 +
 +<WRAP center round tip 60%>
 We recommend you use a single character (or two) as the flag. We recommend you use a single character (or two) as the flag.
 +</WRAP>
  
-If you choose **Append to existing flags**, any items with existing 
-flags will have the new flag added to the end of the flag. If you choose 
- **Replace existing flags**, then the selected items will have their 
-flags cleared. Note that you can clear all flags for all items by 
-selecting all items (control - A) then leaving the **Set flag to.**  
-field blank, clicking "Replace existing flags", and then clicking the ** 
-OK** button. 
  
-**Find:** Clicking this button displays the **Find** window, the same +If you choose **Append to existing flags**, any items with existing flags will have the new flag added to the end of the flag. If you choose **Replace existing flags**, then the selected items will have their flags cleared.
-as if you had chosen **Items > Show items**.+
  
-**Order by:** Clicking this button will bring up the standard Order by +<WRAP center round tip 60%> 
-window, where you can choose fields by which to sort the displayed items+You can clear all flags for all items by selecting all items (control - A) then leaving the **Set flag to** field blank, clicking "Replace existing flags", and then clicking the **OK** button. 
 +</WRAP>
  
-**Print:** Click this button to print the items currently displayed in a +=== Find ===
-list.+
  
-**Modify: **Click this button to show details for the first record that +Clicking the **Find** button displays the **Find** window, the same as if you had chosen **Items > Show items**.
-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.  Note that the only difference you will see between the existing item and the newly created item is the name of the new item ends with the text '(copy)'. The new item will be added to the end of the currently displayed list of 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 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.  Note that the only difference you will see between the existing item and the newly created item is the name of the new item ends with the text '(copy)'. The new item will be added to the end of the currently displayed list of items.
 \\ \\
 {{ :items:msg_duplicate.png?350 }} {{ :items:msg_duplicate.png?350 }}
 \\ \\
-Note that for recording and audit purposes a Log event is created when an item is duplicated. For more information on log events see [[tables_fields:foreign_keys|The Log]]+Note that for recording and audit purposes a Log event is created when an item is duplicated. For more information on log events see section [[admin:the_log]].
 \\ \\
 \\ \\
-**Customise list: **Clicking this button will show a window where you + 
-can choose which fields from the items table are shown in the list view. See   +=== Customise === 
-[[tutorial:working_with_lists|Working with lists.]]+ 
 +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:working_with_lists|Working with lists.]] 
 + 
 +=== Merge === 
 + 
 +Click on the **Merge** button to merge two highlighted items.
  
 ===== Item details window ===== ===== Item details window =====
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 |  //  Previous:  **[[items:]]** | | Next: **[[items:item_basics:tab_general]]** //  | |  //  Previous:  **[[items:]]** | | Next: **[[items:item_basics:tab_general]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2020/01/13 09:45
  • by lou