Item Grid ViewItem Grid View

The Item Grid View is an alternative view of the items in your item database. This is typically used to make bulk edits to your item list. The search criteria on the standard Item Options tab will apply to the list you see here in the grid view.

Sort Grid ListSort Grid LIst
Hovering over the header of any column reveals a small triangle on the right side of the cell. Click on the arrow to reveal a pop-up menu where you can sort the list in Ascending or Descending order. So, if you are clicking on the Manufacturer column and sort it Ascending, the items will be displayed in alphabetical manufacturer order.

You can click on most of the cells in the grid list to modify the details of that cell. For example, you could click on the unit field and enter the unit of measure for the item. If the field has a list of items available, you can use the dropdown arrow to the right of the cell to choose from the list of available options.

Additionally, the order of the columns can be rearranged by clicking on the column header and dragging it between other column headers. This can be helpful if you are trying to look at two columns that are at opposite ends of the grid view.

Some fields, like the modification details, are not modifiable as they are changed by the system.


So let’s take a few moments to understand what each column is, as some of the names are a bit cryptic.

Available columns include:

  • Details – click the blue Details button to open the item detail window. This is the same as clicking on an item in the list view.
  • manufacturer – what company makes the item
  • category – the first-level subdivision of items. This might be Speakers for example.
  • type – the second level of subdivision for items. This might be Bookshelf, Free Standing, or In-Ceiling, in our Speakers example.
  • item – this is the Item Name
  • Part Number – the Manufacturer Part Number which is displayed on Purchase Orders
  • Unit Hard Cost – the amount you pay a vendor to purchase the part
  • Color – the color of an item can be added to the end of a part in sales and purchasing documents
  • default_Qty – how many of the items are typically sold at the same time. This works in conjunction with the unit (i.e. 1 pair vs. 2 singles)
  • unit – the Unit of Measure. (i.e. Each, Foot, Pair, Hour)
  • Description_Customer – the first of three item descriptions. This prints on customer-facing documents.
  • Description_Purchase – the second of three item descriptions. Used on purchase documents.
  • Description_Tech – the third of three item descriptions. This appears on technicians’ work orders.
  • Margin – the percent of margin earned. Changing this number will update the Unit Price based on the Unit Cost.
  • Unit Cost Adjustment Type – defines if the Unit Cost adjustment Amount is calculated in percent (%) or dollars ($).
  • Unit Cost Adjustment Amount – a value here
  • Unit Cost – the Unit Hard Cost along with the Unit Cost Adjustment Amount
  • Minimum Price_MAP – the minimum advertised price is the lowest price that the item can sell for. This prevents salespeople from adjusting a price below the manufacturer’s MAP.
  • Unit Price – the default price of the item when sold to a customer
  • labor_Phase – using the system defined Labor Phases, this will determine the labor rate for installing an item AND acts as a filter when finding items on sales and purchasing documents.
  • labor_Time – how much time (in hours) does it take to install the item. (i.e. .5 equals 1/2 hour)
  • LaborAmount_Total – the Labor Phase multiplied by the Labor Time to define the price of labor costs to install the item.
  • Total Cost with Labor – the Unit Price plus the Labor Price
  • id_Default Location – this is the default primary location where the item is store
  • id_Class – defines whether the item is an inventory, non-inventory, labor, or other charge item.
  • Flag_NO DISCOUNT – an X in this column indicates that it can’t be discounted, ensuring that the price won’t be reduced at all when put on a sales document
  • Taxable – an X in this column means that sales tax will be calculated when the item is added to a sales document.
  • Flag_Hidden – an X in this column will cause the item to be hidden on customer facing documents when it is an accessory to a parent item.
  • flag_bulk_wire – place an X in this column to make it part of the Bulk Modifier calculation
  • PunchList – define what list of subtasks is assigned to this item. Punchlists are defined in Settings > Punch Lists.
  • vendor_Name – the name of the Primary Vendor where the item is purchased. Used to drive the creation of purchase orders.
  • Barcode – the assigned barcode used for scanning of parts during inventory transactions
  • Flag_Labor_Taxable – an X here means that the associate labor is used in the calculation of sales tax
  • c_Acc_List – this shows a return delimited list of all the accessories assigned to the item.
  • Group – the default Proposal Group used when the item is added to a proposal
  • z_creationAccountName – the name of the user who created the item
  • z_creationHostTimestamp – the date and time when the item was added to the Item database
  • z_creationTimestamp – is the time that the item was created as displayed on the user’s device.
  • z_modifiationAccountName – the name of the user who last modified the item details
  • z_modificationHostTimestamp – the date and time on the server when the item was last modified
  • z_modificationTimestamp – is the time that the item was modified
  • price_Sheet_Date – the Price Sheet Date field from the item details
  • c_Total Installed Price – the total price of the item and all the associated accessories
  • Margin_W_Labor – the total margin of item and labor combined.
  • stock_Total – what is the quantity of the item currently in inventory. This includes product that has been allocated but not delivered. – New in 9.1113
  • stock_Available – how many items are available to sell. This is the total stock less any quantity that has been allocated for a job. – New in 9.1113
iPoint Version: 9.1113
Last modified: 19 Nov 2020

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