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Item List: options and information
 
Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2008 only.

The Item List provides a summarized view of all inventory items in Microsoft Office Accounting 2008.

Open the list

Do one of the following:

  • On the Customers menu, point to Customer Lists, and then click Items.
  • On the Vendors menu, point to Vendor Lists, and then click Items.

For detailed information about how to find information in a list, sort or move columns, or modify, print, or export a list, see Working with lists.

List columns

ShowList columns and descriptions

Information in the list is read-only. To make changes to a document, you must open it from the list.

ColumnDescription
Current ViewClick the arrow next to Current View to select a different list view. For example, select All items, or select only items that are Active or Inactive.
ActiveIndicates the status. A check mark indicates that the item is active. If no check mark appears, the item is inactive.
Item NameDisplays the item name as it appears on the Item form.
DescriptionDescribes the item (for example, bike chain, fishing lure, or soccer shoes).
TypeDisplays the item type (for example, inventory, service, non-inventory, or kit).
PriceDisplays the sales price of an item.
On HandDisplays the quantity of an item that is currently in stock.
*ReorderDisplays a warning symbol as a reminder to reorder when the quantity on hand plus the quantity on open purchase orders for an inventory item is equal to or below the reorder point, or below the quantity of an item on open sales orders.

Tasks

ShowTasks you can perform in the Item List

You can perform these tasks in the Item List.

TaskDescription
Add a new itemIn the upper-left corner of the Item List, click Add a new Item.
Edit an itemDouble-click an item to open its record.
Delete an itemRight-click an item, and then click Delete.

 Note    You can delete an item only if it has shown no activity.

Change item statusRight-click the item, and then click Make Active or Make Inactive.

 Note   After you have made an item inactive, it will no longer appear in the active view of lists, nor in reports that include only active items. You can, however, continue to create transactions using inactive items by typing an item name.

Additional actions

ShowActions menu commands

On the Actions menu, you can select the following commands.

ClickTo
FindLook for an item in the list.
Export to ExcelExport the Item List to Microsoft Office Excel.
New ItemCreate an item.
New Invoice with Item(s)Create a new invoice with a selected item.
New Quote with Item(s)Create a new quote with a selected item.
*New Sales Order with Item(s)Create a new sales order with a selected item.
*New Purchase Order with Item(s)Create a new purchase order with a selected item.
Adjust InventoryOpen the Adjust Inventory Quantity form or Adjust Inventory Quantity and Value form.
Sell items onlineList and sell your items on online marketplaces such as eBay.
Change Item PricesChange item prices.
Reorder InventorySelect items to reorder.

Related topics

*About inventory items and inventory
*Receive items
About items
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