Inventory Templates View

Inventory > General > Templates

What is the view used for?

  • Inventory templates contain item filters and settings for stock counting journals, transfer orders and purchase order worksheets.
  • Create a purchase order template to use the item replenishment settings on purchase orders.
  • Create stock counting templates to create stock counting journals preset from a filter of items. Stock counting templates are used in the mobile inventory app.
  • Create a transfer order template to control how items are added to the transfer order how the transfer order can be received.
  • The template displays a list with columns defining the inventory template name, the store that the template applies to and the default unit type of an item when populating the worksheet.
  • Site level: The user sees a list of the templates that apply to that site.
  • Head Office: The user sees a list of all of the templates.

Inventory templates can be searched for in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open any of the journal line views.

 
Fields & buttons Description

Description

Enter a test to search for in the description of the item

  • Begins with: Selecting this option allows you to search for the beginning of a value in the field Description and. (This is the default setting) .
  • Contains: Selecting this option allows you to search for the number or letters in field Description. This field is only visible for types that allow free text search.
Type

Select which type of inventory template to search for

  • Purchase order: Purchase order templates are used to create preset item filters to generate purchase orders from the item replenishment settings.
  • Stock counting:Stock counting templates are used to create stock counting journals from item filters and are used for the mobile inventory app.
  • Transfer order: Transfer order templates are used to apply default setting to new transfer orders. The templates are both used when creating transfer orders in the Site Manager and in the POS

If there are more than one line press this button to delete a search criteria.

You can also unselect the check box to exclude a criteria from the search.

Press this button to add search criteria and narrow the filter.

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened.
  • Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the and buttons in front of the filter type.
Button:
Search		 Press this button or hit enter button on keyboard to search for an item with the filters set.

 

Fields & buttons Description
Description Displays the template description.
Store Displays the store that the template is attached to.
Type Displays the type of inventory template stock counting, purchase order or transfer order.
Edit Highlight a line and select this button to edit the template. Opens the Inventory Template ID View.
Add Click on this button to create a new template. Opens New inventory template dialog.
Delete Highlight a line and select this button to delete a template.
Purchase Worksheets Select this link to open the Purchase Worksheets View.

See also

 

Last updated: November 2017
Available version: LS One 2018