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Item Lookup Columns
This article will walk you through how to view/hide or move columns and how they are viewed on the Inventory Selection Screen. You can change these views based on the individual user, store, or entire company.
ℹ️ Important!
You must be an owner or Regional Manager to make changegs to the Item Lookup Columns in order to prevent employees from changing these settings.
Customizing the Item Lookup Columns
- Open the Inventory Selection screen and right-click the header. Please note that the Inventory Selection screen can be found when adding or searching for an inventory item, including in Purchase Orders, contracts, Item Availability, etc.
- The following box will appear. Check the columns you want to view when looking up your inventory items.
Below are the additional options found on this screen.
Moving Up/Down Click on an item and select the move up or down button to reposition the columns and their order of appearance on your contract. Right-clicking on a column lets you move it directly to the top or bottom. Holding down 'Ctrl' and using the page up/down keys or dragging and dropping will also move the column to the desired position. Searching Typing in this screen will search the columns and bring those that fit the search to the top, so you don't have to scroll the whole list to find the column you want to enable/disable. Hide Selecting this button will automatically check or uncheck the item you have highlighted. A checked box means it will display as a column on your contract, and unchecking will remove the column. Reset Selecting this button will reset the system's default setting.
- From the drop-down menu, you can save your settings based on an individual user, by store default, or company default. This will save your current sort column.
- Press Save to save your changes.
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Item File (Records) 1.56KNumber of Views Item Record 1.11KNumber of Views Database Management | Item Record-Update 472Number of Views Data Managment - Item Record Import 697Number of Views Item Availability 670Number of Views