While having a presentation yesterday at a potential customer, an inquiry was made to have inventory or items column in both the sales and purchases either quotation or invoice as this will be helpful to track the documents as currently not possible.
You are still not clear about what you want to display, @danowagroup. You used one set of terms. @Ealfardan used another, yet you said @Ealfardan was “spot on.” Going back to your original post, there is no variable called “inventory.” And the Item column is specifically not intended to show on any transaction View form in Manager. The Item field is a selection aid that includes the code (if present) and item name. If there is no further description for the item, the item name will appear as the description. If there is further description, that description should include anything you want to show on the finished View form, including your name for the item. All this is true for both inventory and non-inventory items. You will find this explained in relevant Guides.
@Tut appreciate your prompt reply, both inventory and items are synonymous in general, if Manager is using items, we can further request to look into the possibilities of showing item description column in the sales quotation/invoice screen, this will allow the users to search the quote/invoice based on the items not just based on customers etc.
Kindly see the inclusion of these as we can’t add the column as custom fields as items are picked from the database.
I don’t suppose @danowagroup wants to split the invoices shown in the invoice tabs view into multiple rows, because that would completely defeat the purpose of having an invoice level view.
However, an invoice header field can be used to summarize the item code and name fields (via concatenate) in the invoice lines and displays them as a single text value.
The reason for this is @danowagroup want to search the invoice tab by items, which isn’t possible at the moment.
@danowagroup, I would like to continue this discussion with you directly. @Ealfardan, no offense is intended, but I would prefer not to deal with your interpretations of @danowagroup’s need.
So back to you, @danowagroup. As I understand it, you have accounting clients who are reluctant to use Manager because they believe they cannot search the Sales Quotes, Purchase Quotes, Sales Invoices, or Purchase Invoices tab listings for specific inventory items that may be included in a quote or invoice. Is that correct?
If correct, do I assume correctly that they want to be able to do this without opening Edit or View screens for individual transactions?
If I am right about what your clients want, it is not possible in Manager. The search function searches only what is on screen (or what would be on screen if all transactions of a type were displayed). The function does not examine contents of transactions. In other words, it does not search within the database itself, but only searches the display of what has already been extracted from the database for a given tab listing. Searching the contents of the entire database would require a major program rewrite.
Adding inventory item names to the tab listings would be impractical. While a client might envision one or two names being in a column for any given transaction, what will happen when a user has 75 or 100 line items on a sales invoice? The list becomes entirely impractical.
A more workable method for discovering where an inventory item has been sold or purchased is to drill down on its various columns in the Inventory Items tab. Unfortunately, that does not answer your clients’ interest in quotes, because those have no financial impact and result in no quantity changes that can be tracked.
@Tut can certainly understand the limitations, however, users are comparing Manager with other solutions and expecting these options in the solution, it was informed to them can only discuss with the development team the possibilities.
Perhaps in the future can make the database fields more flexible to drag and drop like pivot, had such options in other European solutions which makes life easier for all.
We as consultants are working as a bridge in the eco-system and recommended the developers the user’s feedback as customers are the king