The item editor includes a side navigation with tabs providing additional item information via scoreboard and widget views. These scoreboards and widgets offer concise insights into essential item details, supporting informed decision-making and efficient management practices.
Understanding the Dashboard Tabs
The dashboard includes a smart contextual search feature that allows users to search for items by item number or description. The navigator provides quick search options, as well as access to favorites and recent item searches for easy reference.
Search
Within each tab, the search field allows users to search by item # or description.
The red line indicates which tab you are viewing.
Quick Search
The Quick Search tab enables users to instantly search for items within the item editor dashboard. By using the search field, users can quickly locate an item. Users can add items to their favorites or click on an item to navigate directly to its item editor page.
The red line indicates which tab you are viewing.
Favorites
The Favorites tab allows users to view and access their favorite items within the system. Using the search field, users can perform a quick search to locate a favorite item. The star icon feature enables users to easily mark an item as a favorite from any tab, and they can also click on an item to navigate directly to its item editor page.
The red line indicates which tab you are viewing.
Recent
The Recent tab displays the items that have been viewed most recently, providing quick access to previously accessed items. Users can use the search field to quickly locate a recently viewed item. Additionally, they can add items to their favorites or click on an item to navigate directly to its item editor page.
The red line indicates which tab you are viewing.
Side Navigation
The side navigation can appear collapsed, showing icons, or expanded, displaying the names of each section.
Reviewing the Tabs
Profile
The profile section provides general information on the item including:
- Item Header with Item Name, Number, Commodity, Specifications and More
- Features including Create a New Item, Copy, Undo or Save
- Item Details
- Unit Setup
- Variances in Use
- Default Unit Usage
Inventory
The inventory section provides inventory information on the item including:
- Item Header
- Inventory Control
- Pars
- Balances
- Counts
- Adjustments
- Current Balances
Sourcing
The sourcing section provides procurement information on the item including:
- Item Header
- Suppliers
- Bids
- Blanket Purchase Orders
- Order Guides
- Sourcing Standard
- Purchasing Standard
- Sourcing Insights
Point of Sale
The point of sale section provides point of sales system related information on the item including:
- Item Header
- SKUs
- UPCs
- Price Changes
- Recent Sales
- Recent Errors
- Recent Exports
- Current Pricing
- Insights
- POS Systems
Retail
The retail section provides retail specific information on the item including:
- Item Header
- Retail Classification
- Insights
- Retail Price Basis
- Related Retail Items
Attachment
The attachment section offers a storage area for all files related to the item. Users can upload documents and view all attachments associated with it.
- Item Header
- Attachment
- Upload Documents
Transactions
The transaction section offers a complete overview of all purchasing and inventory transactions related to the item including:
- Item Header
- Requests
- Orders
- Receipts
- Invoices
- Inventory
Item Header
Item Header View
Each section provides the item header that can be expanded to provide additional information. The item information can be displayed in collapsed or expanded view. Click on the (+) on the item header, to expand the view.
Collapsed View
Commodity, Image, Add to Favorite, Item Number, Item Name, Status, Specification, Unit Breakdown, Misc., Reference #
Expanded View
Detailed Description and an Enlarged View of the Item Header
Column Customization
Column Customization
Within any scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'