The Items Overview screen shows you a quick overview of your inventory numbers and a detailed table with each inventory item.
Who uses this feature
Administrators and office employees
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Item Overview
The Item Overview screen shows:
Inventory Valuation: The total valuation of your inventory.
Total Negative Items: The total number of items that are not available in your inventory.
Total Items: The total number of tracked items in Pricebook.
The table shows detailed information about each inventory item your company carries.
Filter the list using the filtering options above the table. For more, see Filter the items on the table later in this topic.
Use the Search field to find a specific item.
Organize the table by clicking on a column header.
Click Item, On Hold, or On Order in the table to view that item’s information on the item detail screen.
To download the table list as a PDF or XLS file, click Download.
Note: Your download shows the same information as your table, organized in the same way.
Filter the items on the table
The Item Overview screen includes a number of pre-made filters. These let you search by Inventory Tags, Average Cost, and Total Value. Click a filter type, enter your filter, and click Apply.
For more detailed targeting, you can create your filter:
Click Filter
.On the Filtesr pop-up window that opens, use the dropdowns and fields to set your table filters.
When finished, click Apply.
To remove the filter, click Filter
. On the Filters pop-up window that opens, click Reset All.
Item details
On the Item Overview table you can find the following information:
Item: Hover over the item to see the item code, description, and type of the item.
Inventory Tags: Tags assigned to items for tracking, management, and organization within a system or inventory process.
Statuses:
To Order: Quantity reserved for sold work that needs to be ordered to cover the quantity identified to be procured from a Warehouse or Truck.
Note: You can order this quantity through Item Requisitions.
Available: This is the quantity of items currently available for use or sale. It's calculated by subtracting the Quantity on Hold from the Quantity on Hand.
On Order: These are items that have been ordered but haven't yet been received. It represents the quantity of items you are expecting to have in stock once the orders are fulfilled.
On Hand: This is the actual physical count of items currently in your inventory. It represents the real-time availability of items.
On Hold:
Reserved: Quantity identified to complete sold work or replenish another inventory location committed for future use. If more stock is reserved than available, it becomes the Quantity to Order.
Staged: Quantity pulled for sold work or replenishment committed for future use. You can't commit or stage more than what’s available.
Note: If you enable Negative Inventory, it allows you to have more On Site stock than what you have available.On Site: Quantity used on a job and added to the invoice, but the job isn’t finished yet. You can’t commit more than what's available.
Note: If you enable Negative Inventory, it allows you to have more On Site stock than what you have available.
Avg Cost: The average cost of an item in inventory.
Total Value: The overall value of an item in stock.