> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/inventory/item-inventory-snapshot/item-inventory-snapshot-options.md).

# Item Inventory Snapshot Options

The item inventory snapshot module offers various header-level options for managing your inventory with precision and ease. From creating purchase orders to disassembling manufactured items, this feature streamlines critical inventory management processes. Additionally, the right-click function offers quick access to in-depth item details, further enhancing inventory control and planning. 

### Item Inventory Snapshot Header Level Options

1. **Create new PO:** This allows you to create a new purchase order for the selected items.
2. **Add to Existing PO:** This allows you to add the selected items to an existing PO.
3. **Create new PO by default vendor:** This allows you to create a new purchase order for the default vendor associated with the item.
4. **Create MO:** This allows you to create a new Manufacture Order for the selected manufacturable items.
5. **Disassemble:** This allows you to disassemble the manufactured item into the respective raw materials.

### Filter Settings

<figure><img src="/files/g6zEZKHp6s4ikj2dBqWi" alt=""><figcaption></figcaption></figure>

1. **Store**\
   This dropdown allows you to select one or more stores or warehouses for which you want to view inventory details. Inventory records for all selected stores are displayed in a single search result, and the **Store** column identifies the corresponding store for each inventory record. This enables users to analyze inventory levels, including ATS (Available to Sell), across multiple stores without performing separate searches.
2. **Consolidated View Toggle**\
   This toggle enables you to switch between store-specific and consolidated views. When activated, the system aggregates stock levels, committed stock, and on-order quantities across all stores/warehouses, providing a unified snapshot of inventory at a company-wide level.&#x20;
3. **Show Active Only**\
   When this checkbox is enabled, the grid displays only those items that are marked as *Active* in the Item Master. This helps focus on SKUs that are currently active for sale or use, filtering out discontinued or obsolete items.
4. **Include Suggested Qty**\
   When selected, this option displays the *Suggested Quantity to Order* based on system-calculated recommendations. These suggestions are derived from historical sales trends, current stock, and reorder policies, and populate the **To Order Qty** column to assist planners in decision-making.
5. **Show In-Transaction Items**\
   This toggle allows you to control whether only transaction-related items are displayed in the grid. When enabled, the system shows only items that are part of transactions (such as **Sales Orders**, **Purchase Orders**, **Transfer Orders**, **Inventory transactions**, etc.), helping reduce data load and improve performance. When disabled, all items and store combinations are displayed, including those not involved in any transactions.

{% hint style="info" %}
The **Show In-Transaction Items** toggle is available only when the **“**[**Enable Optimized Views**](/xoroerp-1/configuration/application/app-config/general.md#enable-optimized-views)**”** app configuration is enabled, and **Inventory Snapshot** is selected as the optimized view.&#x20;
{% endhint %}

### Search Fields

<figure><img src="/files/wlUEesaFEWXdfHQjWCcd" alt=""><figcaption></figcaption></figure>

| **Field**          | **Description**                                                                                                                                                                                                                                                                                                                                                        |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Item#**          | Search by the unique Item Number or SKU assigned to each inventory item.                                                                                                                                                                                                                                                                                               |
| **Description**    | Search by the Item Description to locate products based on their name or short description.                                                                                                                                                                                                                                                                            |
| **BasePart#**      | Filter by the base part number, which is used when a product family has multiple variants (sizes, colors, etc.) sharing the same base part.                                                                                                                                                                                                                            |
| **Effective Date** | View the inventory snapshot as of a particular date. Useful for auditing or checking past inventory states.                                                                                                                                                                                                                                                            |
| **Brand**          | Filter items by the associated Brand. Helpful for companies dealing with multiple brands under one catalog.                                                                                                                                                                                                                                                            |
| **Category**       | Filter by the Item Category (e.g., Electronics, Apparel, Raw Material) to group and report more easily.                                                                                                                                                                                                                                                                |
| **Item Barcode**   | Search using the barcode value linked to the item for faster lookups, especially when scanning physical products.                                                                                                                                                                                                                                                      |
| **All Ref#**       | Flexible field to search using any alternate reference numbers linked to the item, such as Vendor Part Numbers, Manufacturer Codes, or Custom Identifiers.                                                                                                                                                                                                             |
| **Vendor**         | Filter items based on the primary or preferred vendor. Useful for planning purchases or analyzing vendor-specific inventory levels.                                                                                                                                                                                                                                    |
| **Months**         | Defines the historical window (in months) to compute historical data in the Inventory Snapshot & Short Inventory Planner ([App Config ](/xoroerp-1/configuration/application/app-config/inventory.md#show-sales-history-data-in-inventory-snapshot-and-short-inventory-planner-1)based). Influences how average usage and suggested reorder quantities are calculated. |

### Item Inventory Snapshot Context View Option

* **Item Details:** Redirects you to the "Item Details" module from where you can view or edit the item information.&#x20;


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