Whether you have 50 inventory items or 50,000, ESC keeps them all stored nicely within the Item List. It also keeps your Billing Codes and History Codes available for viewing and editing.
From the Item List, you can track down a single inventory item or a group of items using specific search terms. You can select any item and view the information on that item from the Details panel on the right; or double-click on the item to edit it. You can even generate lists of items for printing or exporting.
Searching for Items
The Search panel on the Items List's toolbar has the ability to find your search criteria anywhere within the item's profile. For instance, you can locate an item by searching for the Manufacturer's name, the Category or by a part of the item's Description.
Now, let's say you need to narrow the list down. This can be accomplished by using a combination of predefined Views, Refined Filters and the Search bar.
You'll find your predefined Views list on the left side of the screen. You may open this panel by clicking on the current View shown on the left side of your toolbar.
This list contains both default and custom-created views. To change the list of items you're currently working with, click on a new View in the panel.
If you need to further refine the list of items in the current view, you can do so by clicking on the Refine Filters tab at the top of your Details panel on the right side of the screen.
The Refine Filters section allows you to enter more specific criteria in order to narrow your list down to just the items or codes you wish to work with.
This view will show all items that are currently available in your inventory item lists. These items are all available in various screens, such as Sales Invoicing, Dispatches and Quotes. This is the default view for the Item List.
This view will list out all Billing Codes available for quotes and invoicing.
This view will display all active History Codes available in your database.
This view will display all items that have been deactivated within your system. This list will include all inventory parts, billing codes and history codes.
Now you know how to sort through and search for particular items, but what can you do with the results once you have them? You can open the items for editing right from this screen, print a list of currently visible items and even export the results to an Excel spreadsheet.
Clicking the Add button on the toolbar will open a menu with options for creating new inventory parts, billing codes and history codes.
- If changes have been made to an item or the filters of a View, clicking the Refresh button will ensure you have the latest information available.
- The Export button will turn the current view - with all of its results - into a CSV file, which can be opened by a variety of programs. Primarily, you'll use this button to export the data to an Excel spreadsheet.
- The Print button will print the View and its results in a Landscape format. Only the columns that can be fit onto the printed page will be included, so make sure you narrow down your View to only the necessary information.
- The number of all records being shown in the current view will be displayed at the end of your toolbar. You may not always want specific item details when working in the Item List, but instead, you may want to know how many items fit your criteria.