Many viewing options are available for your Items listing and each have distinct advantages. Here we will briefly introduce the various list choices and what they offer. Check them all out and find which ones best suit your needs.
Viewing Your Items List
We understand that many users prefer viewing their items in differing ways like a condensed, listed format.
To explore the view options:
1. Go to Projects and select Items.
2. On the Items page, go to the View drop down menu.
3. From the drop down menu, select the view you want.
4. Once you have made your selection, you will notice that the page has adjusted.
Remember that the filter options offer a powerful tool to customize any of these lists with the information you are looking for. Also, if you are not seeing the item your looking for, check the filters.
View Options:
- Items Details
- Each Item is listed with plenty of details.
- Items List
- Each Item is listed with some details in more of a column oriented list so more items can fit on one page.
- Client Status
- Items list that details the Item's status with the Client.
(i.e. Approved, Invoiced, etc.) - Click Here for more details.
- Items list that details the Item's status with the Client.
- Vendor Status
- Items list that details the Item's status with the Vendor.
(i.e. RFQ, Ordered, Acknowledged, etc.) - Click Here for more details.
- Items list that details the Item's status with the Vendor.
- RFQ
- Items list with an 'RFQ Request' & 'RFQ Received' date column.
- Budget
- Items list with budget detail columns for an easy look at the budget numbers. Filter for projects, clients and others.
- Profit
- Items list with selling, purchase & profit columns for easy look at the profit & loss numbers. Filter for projects, clients and others.
- Dates
- Items list that focuses on important dates associated with the items.
- For example: Approval, shipped, received, etc.
- Sales Tax
- Items list with important sales tax information columns like taxes paid, tax location, tax rate, etc.
- Client Accounts
- Items list with important client account information related to each item.
- Columns such as Selling Price, Design Fee, Payments, Balance Due, Etc.
- Vendor Accounts
- Items list with important Vendor account information related to each item.
- Columns such as Purchase Price, Other Cost, Payments, Balance Due, Etc.
- Classic
- Classic view is designed for those who liked the original Studio Designer Item listing. It is a slight variation from the 'Item List' view.