Creating an Item Detail


Item detail fields can be linked to an empty field that accepts user input, or to a list of predefined choices.

User Input

To create a blank detail field that accepts user input:

  1. Use Inventory > Categories > List to find and Edit the category you wish to add the detail to.
  2. Click on the Details tab.
  3. Find the next unused detail and enter you Detail Name.  In this example, we’ll be creating a detail to store chain length.

     
  4. Click the Detail Type drop-down.  There are three options that accept user input:
     

    NUM

    Only accepts numbers

    DOL

    Only accepts numbers and displays them as currency (dollars)

    TEXT

    Accepts any text characters


     
  5. Because length will always be a number, we select NUM.

     
  6. Save your changes.
  7. The detail now appears as a field on all items in this category.

     
  8. This detail cannot be searched by yet.  See the Advanced Options section for information on mapping this to a searchable database field.

 

Predefined List

To create a detail field linked to a list of choices:

  1. Use Inventory > Categories > List to find and Edit the category you wish to add the detail to.
  2. Click on the Details tab.
  3. Find the next unused detail and enter you Detail Name.  In this example, we’ll be creating a detail to store chain finish.

     
  4. Click the Detail Type drop-down.  All options below TEXT are lists.  Select the Finish list to link it.

     
  5. Save your changes.
  6. The detail now appears as a field on all items in this category and there is a drop-down that shows the available choices from the list.

     

To create or modify a list:

  1. Click Administrative > Lists.  A list of all lists will appear.
  2. To modify a list, select and Edit it.

     
  3. Current values in the list will be displayed.  Each list item contains a Short Value (abbreviation) and Long Value (spelled out).


     

    Add Item

    Create a new list entry

    Delete Item

    Delete a list entry

    Edit Item

    Edit a list entry

    Move Up/Down

    Change the order by moving list items up or down


     
  4. After making any changes, be sure to save them with one of the save buttons at the bottom.
  5. To create a new list, click Administrative > Lists and use the Add button at the bottom.  Then, add list items to it.

 

 

 

 

Updated on Mon, 12 Apr 2021 by Angela Chiaravalle

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