Items View
The Items View is the management hub for a single product. Its tabs bring together identity and accounting, selling and buying prices, stock position by location, every movement, and specialised settings like units, batches and bill of materials — the whole lifecycle in one place.
Where to find it
Open any item code or name from the Inventory List.
Item's Overview
The home tab for the product. It carries the core identity — code, name, description, category — along with the tax settings and the ledger accounts the item posts to, so you can see how it is classified and what it is currently worth in one glance.
The action header at the top right offers Edit, Clone and the inactive toggle.
Sales Prices
All selling price points for the item. Prices can be defined per location, currency, sales type and unit, and whichever matches is applied automatically when the item is added to a sales document.
Because prices are keyed on four dimensions, a price that "does not appear" is usually defined against a different sales type or currency than the document is using. Check the combination, not just the item.
Purchase Prices
Procurement costs recorded per supplier. They populate purchase documents automatically, but unlike selling prices they are expected to move — supplier pricing changes, and the value here is a reference rather than a contract.
Reorder Levels
Low-stock thresholds per location. These feed Requisition in Purchase, which compares stock on hand and quantity on order against them to work out what to buy.
Transactions
A complete audit trail of every movement for the item — sales, purchases, transfers, adjustments and disposals — so the history behind the current quantity can be followed end to end.
Status
A real-time summary of availability across all locations. It shows more than what is on the shelf: what is promised to customers on open orders, and what is expected in from suppliers.
| Figure | Meaning |
|---|---|
| On hand | Physical stock at each location. |
| On demand | Committed to customers on open sales orders. |
| On order | Expected from suppliers on open purchase orders. |
| Available | What you can genuinely promise. |
Unit Mapping
Lets one item be managed in several units of measure. Every item has a primary unit; secondary units can be defined for buying, selling or storing — so a case can be received and singles sold without maintaining two item records.
Files
Documents attached to the item — product images, technical manuals, warranty certificates, supplier catalogues. Anyone with permission can reach them from here rather than hunting through shared folders.
Batches
Groups of stock received or produced together, important where items have a shelf life or need quality tracing. Batch records are created automatically when an item arrives on a goods receipt or is produced.
Sales Orders, Quotations, and PO Tabs
Three tabs listing the documents that reference this item — sales orders, quotations and purchase orders. It answers "who is waiting for this?" and "what is coming?" without searching each module separately.
BOM (Bill of Materials)
Shown only for items marked as manufactured. It lists the raw materials, parts and components consumed to build one unit, and is what the system draws down when production is recorded.
Related pages
- New Item or Service — create an item
- Inventory List — find items
- Inventory Movements — movement history in report form
- Reorder Levels — thresholds across all items
- Units — the units mapping draws on