Item List

The item list is a report. It is not a price list or an order form. Items (not columns) selected to be on the item list are also the default items used when creating new price lists and order forms. Although the default items on new price lists and order forms originate here, price lists and order forms are maintained separately.

The item list can display active items from the QuickBooks item list. The items selected will be displayed in both the Company and Sales Rep Portals. It is not available in the Customer Portal. It can be customized to display different columns in the Sales Rep Portal than are displayed in the Company Portal.

Only certain QuickBooks item types can be displayed on item lists.

Displayed: Inventory, Non-Inventory, Assembly, Service, Other, and Group.

Not Displayed: Subtotal, Discount, Payment, Sales Tax, and Sales Tax Group.

Updating the Item List

  1. Go to Items > Item List > Update Item List.
  2. Check the For Sale column on items that you would like to appear in the item list.
  3. After checking items, click Review Marked Items.
  4. If you are satisfied with your selections, click Update Item List.

Customizing the Item List

  1. Go to Items > Item List.
  2. Click Customize to select the columns to be displayed on the Item List (Company View).
  3. When you have completed your selections, click Submit.
  4. You will be returned to Item List (Company View), click Item List (Sales Rep View).
  5. Click Customize to select the columns to be displayed on the Item List (Sales Rep View).
  6. When you have completed your selections, click Submit.

Item List Print/Export Settings

Title: This is the title for the Item List on printed and exported reports. You can rename it to whatever you like.

Show Company Name: If checked, the “Company Name” value from the Company Information in QuickBooks will be displayed on printed and exported reports.

Show Report Date: If checked, the report date will appear on printed and exported reports.

Item List Column Settings

Display: If checked, the column will display on screen and on printed and exported reports.

Order: This is the order that checked columns will display on screen and on printed and exported reports. Un-checked columns should be assigned an order value of 0.

Title: This is the column title that checked columns will display on screen and on printed and exported reports.

Average Cost: This is the “Average Cost” for Inventory items for the item from the QuickBooks item list

Description: This is the “Description on Sales Transactions” value for the item from the QuickBooks item list.

Full Name: This is the “Item Name/Number (including top level items and sub-items)” value for the item from the QuickBooks item list.

Item Type: This is the “Type” value for the item from the QuickBooks item list.

Name: This is the “Item Name/Number” value for the item from the QuickBooks item list.

Preferred Vendor: This is the “Preferred Vendor” value for the item from the QuickBooks item list.

Price: This is the “Sales Price” value for the item from the QuickBooks item list.

Purchase Cost: This is the “Cost” value for the item from the QuickBooks item list.

Purchase Desc: This is the “Description on Purchase Transactions” value for the item from the QuickBooks item list.

Qty on Hand: This is the “On Hand” value for the item from the QuickBooks item list.

Qty on PO: This is the “On P.O.” value for the item from the QuickBooks item list.

Qty on SO: This is the “On Sales Order” value for the item from the QuickBooks item list.

Reorder Point: This is the “Reorder Point” value for the item from the QuickBooks item list.

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