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 you to batch update certain fields for selected items.

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 dates, quantities sold, and sales trends. It helps in analyzing the item's performance in the market.

8. Purchase History: Here, you can review the item's purchase history, including past orders, purchase dates, and quantities purchased. This information is useful for supply chain management.

9. 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 displays the details of all sales orders created for the item. Key information includes Order Number, Order Date, Customer Name, Item Number, Order Status, Total Amount, and more.

   
10. Vendors: The vendors section lists all the suppliers associated with the item. It includes vendor names, contact information, and terms of purchase.

11. 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.

12. Locations: View the various locations where the item is stored. This includes warehouses, retail outlets, and distribution centers, along with their respective stock levels.

13. 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.

14. 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.

15. 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 labeled "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.

    
16. 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.