V9 - Items list

The data records of all items are stored on the Items list (Operations > Inventory > Items). In SOS Inventory, items can be whatever you need them to be: inventory that you stock and sell; non-inventory items such as drop-shipped products; assemblies and kits (item groups); categories that you assign to items; expenses you pay, such as fees associated with participating in trade shows; services that you offer, such as repairs; labor costs; and overhead expenses like rent, insurance, and utilities. You can also create items that do not fit into any of these types.

The screenshot below also shows two helpful features on the Items list:

Archived items can be quickly identified by a gold vertical bar to the left of the item record. (Use the Filter feature to control the display of archived and unarchived items.)
The In stock column displays the total quantity of an item across all locations. However, if you click the in-stock value for an item, a pop-up window appears that shows location-specific inventory quantities. Only the locations with stock are displayed. Even if you are filtering for a single location, the pop-up will still show the breakdown for all locations.

An archived item can be identified by a vertical yellow bar to the left of its check box. Clicking an item's In stock quantity opens a pop-up that shows the quantity at each location.

Although all serial- and lot-tracked items are found in the Items list, the Serial inventory list and Lots list include specialized information that is not available in the Items list. See Serial inventory and Lots for more information.

For a general overview of how lists work in SOS Inventory, refer to List functions. Also, you may register for the class, Item Creation and Management.

Actions unique to the Items list

Some options on the Actions menu are unique to the Items list.

Location settings. Location settings allows you to specify the reorder point, maximum stock level, and default bin for an item housed at multiple locations.
Units of measure. If you use SOS Inventory's Units of measure (UOMs) feature, you can set up multiple UOMs for the same item with the Units of measure action.
Add to reorder list. Use the Add to reorder list action if your inventory of an item is getting low and you want to include it on the Reorder list—your "shopping" list for an upcoming purchase order.
Bill of materials. For items designated as assemblies or kits (item groups), Bill of materials is used to specify the component items and their quantities needed to create a single assembly unit or kit.
Variants. The Variants action enables the variations of a master item to be created and linked to that master.
Clear cache. SOS Inventory caches an item’s quantity data (including quantity on hand and quantity available for sale) on sales orders, sales receipts, purchasing orders, and work orders. Although caching increases the speed and performance on the Items list, in certain situations it may not update as expected. The Clear cache action allows the system to zero out the cached quantities of an item. It does not affect the stored quantity-on-hand number. Cached quantities are re-established when the Items list is refreshed.
Transaction history. The Transaction history is a very helpful action available on the Items list, as it can be used to troubleshoot discrepancies in item quantity and cost basis.

See Action and batch action descriptions for more information about the actions available on lists.