Item Centre Options

The Item Centre offers a variety of options at both the header and line levels to efficiently manage and batch update the item info. From printing item labels to recalculating prices, these options enhance flexibility and control over the item details.

Item Centre Header Level Options

1. Print Item Label: Allows you to print item labels.
2. Batch Updates: Allows users to batch update selected fields for multiple items simultaneously. The Batch Update window also provides a Clear Existing Data option, which removes the existing value of the selected field from all selected items in a single operation, eliminating the need to clear each item individually. This option is available only for fields that support empty values, while validations continue to prevent clearing fields that are mandatory. Available fields include Tags, Standard Cost, Standard Price, Season, Is Purchasable, Is Sellable, Is Returnable, Is Transferable, Is Taxable on Sale, Is Taxable on Purchase, Is Manufacturable, Manufacturer, Project/Class, Is Raw Material, Prebook Available From, Prebook Available To, Purchase Notes, Sales Notes, Is Active, Force Sales Tax Code, Is Pre Sell, Size UOM, Length, Width, Height, Weight UOM, Weight, Cubic Capacity UOM, Cubic Capacity, Track by Serial Number, Default Sales Tax, Default Purchase Tax, Launch Date, Expiration Date, Discontinued Date, and Custom Fields.
3. Batch Delete: Deletes the selected items.
4. Duplicate: Creates a duplicate of the selected item.
5. Recalculate Prices: Triggers a recalculation of the item prices.
6. Assign UPCs: This option enables users to batch assign UPCs (Universal Product Codes) to multiple selected items at once.

Search Options

The Item Centre provides multiple search fields to help users quickly locate items with precision.

• Item# – Search by the unique system-generated item number.
• Description – Search by the item’s description or details.
• Base Part – Locate items linked to a base part or parent component.
• Title – Search by the assigned item title.
• Alternate Item# – Find items using an alternate or substitute item number.
• References – Search by additional reference numbers associated with the item.

Context View (Right-Click) Options

• View: The 'View' option in the Item Centre of XoroERP allows users to access detailed information about a particular item in a read-only mode(Item Subform). This option is crucial for users who need to review item details without making any changes. When you select the 'View' option, a pop-up window will appear, providing a comprehensive overview of various attributes related to the item. Below is a detailed explanation of the different sections you can explore within the pop-up window:

1. Primary: This section displays the primary details of the item, such as its name, SKU, and basic description.
2. Weights & Dimensions: Here, you can view the item's physical characteristics, including its weight and dimensions. This information is essential for shipping and storage purposes.
3. Accounts: This section provides financial details related to the item, such as the associated general ledger accounts. It includes accounts for inventory, sales, and cost of goods sold.
4. Tax Settings: The tax settings section displays the tax information for the item, including applicable tax rates and tax codes. This ensures compliance with tax regulations.
5. Other Attributes: This section includes additional attributes that may be relevant to the item but do not fall into the other specified categories.
6. Inventory: View the current inventory levels, including the quantity on hand, available stock, and any committed quantities. This is vital for inventory management and planning.
7. Sales History: This section provides a historical record of the item's sales, including details of sales transactions and their linked purchase orders. The Linked Order Numbers column displays the Purchase Order numbers linked to the item's Sales Orders. When multiple Purchase Orders are linked to a Sales Order, all applicable order numbers are displayed.
8. Purchase History: This section provides a historical record of the item's purchases, including details of purchase transactions and their linked Sales Orders. The Purchase History grid displays the following columns, which provide key details about each purchase transaction related to the item.

Column	Description
Store	Displays the store or warehouse where the purchase transaction was recorded.
Date	Indicates the date on which the purchase transaction was created.
Vendor	Shows the vendor or supplier from whom the item was purchased.
Item Number	Displays the item number or SKU associated with the purchased item.
Ref Number	Displays the bill number associated with the purchase transaction. Clicking this reference number opens the corresponding Bill page for detailed viewing.
PO	Displays the Purchase Order number linked to the transaction. Clicking this number opens the associated Purchase Order page.
Amount	Displays the total amount for the purchased quantity of the item.
Vendor Bill#	Displays the vendor’s bill number associated with the purchase.
Linked Order Numbers	Displays the Sales Order numbers linked to the item's Purchase Orders. When multiple Sales Orders are linked to a Purchase Order, all applicable order numbers are displayed.

1. Estimate & Orders: The Estimate section provides a comprehensive view of all estimates created for the item. Information includes Estimate Number, Estimate Date, Customer Name, Total Amount, Order Type, and more.

The Orders display the details of all sales orders created for the item. Key information include OrderNumber, Order Date, Customer Name, Item Number, Order Status, Total Amount, and more.

1. Vendors: The vendors section lists all the suppliers associated with the item. It includes vendor names, contact information, and terms of purchase.
2. Pricing: This section displays the pricing details of the item, such as the list price, discounts, and promotional pricing. It helps in pricing strategy and adjustments.
3. Locations: View the various locations where the item is stored. This includes warehouses, retail outlets, and distribution centers, along with their respective stock levels.
4. Sales Forecast: This section provides a sales forecast for the item, helping in future sales planning and inventory management. It includes projected sales volumes and trends.
5. Custom Fields: Custom fields allow for additional, user-defined information that may be specific to the business needs. This section displays any custom attributes that have been added to the item.
6. Manufacturing Info: If the item is a manufactured product, this section provides details about the manufacturing process, including bill of materials (BOM), production stages, and lead times. A new column labelled "Revision" has been added to the item subforum. This column can be found in the "Used As Raw Material" tab under the Manufacturing Info section of the item sub-form.

1. LPN Attributes: This section includes License Plate Number (LPN) attributes, which are used for tracking and managing inventory in logistics and warehousing.

• Delete: Deletes the item.
• Edit in new window: Opens the item details in a new window for viewing and editing the item details without leaving the main Item Centre page.

1. Product Info: This section displays product-level information associated with the selected item. The Product Info tab includes fields such as Title, Handle, and Description (Body HTML).

• These fields are editable or read-only depending on whether the Product Variants module access is enabled or disabled.
• Additionally, this section displays Product Variant information, including the Product Header and configured Option values (Option 1, Option 2, Option 3).