Inventory & Services

To do this, simply click the drop-down next to the Item ID field and select the item. The screen will automatically show you only data for that item.

Click the Recent Selections link below the item ID field.

You can search for items using any of the following information:

• item ID
• item description
• item type

• description for sales
• description for purchases
• preferred vendor ID
• buyer ID
• item note
• custom field information

To do so:

1. Enter the information you do know, such as item description or item type, in the Find item with field.
2. Select the type of information from the in field.
3. Click Find. Sage 50 will find the item. If there are multiple items that fit your search criteria, Sage 50 will let you choose the correct one.

Sage 50 has a Totals section that you can add to the Inventory/Service Management tab. To add this section to the Inventory/Service Management tab:

1. Click Customize this page in the toolbar.
2. Highlight Totals.
3. Click Add.
4. Click OK.

• Assemblies Built/Unbuilt: If the selected item is an assembly item, this section displays a list showing information about the item being built and unbuilt. If the selected item is not an assembly item, this section will always be blank.
• Assemblies Using Item: This section displays a list of assembly items that use the selected item as a component.
• Bill of Materials: This section displays the list of components used to assemble the selected item. If the selected item is not an assembly item, this list will be blank.
• Credit Memos: This section displays customer credit memos that have been created for the selected item.
• Expense Tickets: This section displays expense tickets that have been created for the selected item/service. Expense tickets can only be created for charge items.
• Find a Report: This section allows you to search for a particular report, which you can then print or display on the screen. Certain reports will automatically be filtered by the selected item. If you want to see the report for all items, use the regular reports feature by clicking Reports & Forms from the main menubar.
• Inventory Adjustments: This section displays inventory adjustments that have been made for the selected item/service.
• Inventory & Services Tasks: This section will give you a visual display of inventory and services tasks. You can click each icon for a menu where you can easily access related options (Purchase Orders, Receive Inventory, and so on).
• Item/Service Information: This is general information about the item you have selected.
• Payments Applied To Expenses: This section displays payments that have been entered for the selected item. These are payments where the item was entered on the Apply to Expenses tab. If a payment is applied to an invoice that was for the item, that payment will not show up in this section. You should view the Purchases for Item/Service section to see that information.
• Proposals: This section displays proposals that have been created for the selected item. (Sage 50 Premium Accounting and higher)
• Purchase Orders: This section displays purchase orders that have been created for the selected item.
• Purchases/Inventory Received: This section displays purchase invoices that have been created for the selected item.
• Quotes: This section displays quotes that have been created for the selected item.
• Receipts Applied To Revenues: This section displays receipts that have been entered for the selected item. These are receipts where the item was entered on the Apply to Revenues tab. If a receipt is applied to an invoice that was for the item, that receipt will not show up in this section. You should view the Sales Invoices for Item/Service section to see that information.
• Sales Backorders: This section displays open sales orders and proposals for the selected item.
• Sales Invoices: This section displays sales invoices that have been created for the selected item.
• Sales Orders: This section displays sales orders that have been created for the selected item.
• Serial Numbers: This section displays serial numbers that have been assigned to the selected item. Only serialized stock items and serialized assembly items can have serial numbers. (Sage 50 Premium Accounting and higher)
• Time Tickets: This section displays time tickets that have been created for the selected item/service. Time tickets can only be created for activity items.
• Totals: This section gives you a summarized total of different types of transactions that have been created for the selected item. You can select which types of transactions you want to appear using the Customize Totals window.

  The Count column on this section shows the number of transactions that contain the item.
  

• Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected item.
• Work Tickets: This section displays work tickets that have been created for the selected item. Work tickets can only be created for assembly items. If the selected item is not an assembly item, this section will always be blank. (Sage 50 Quantum Accounting)

You can:

• Change the date range for the information you want to appear. Simply select a different option in the Date Range field.
• Change the sort of the list by clicking a column header. Clicking once will make the list sort by that column in ascending order (A-Z). Clicking again will make it sort by that column in descending order (Z-A).
• Change the width of columns. Simply click and hold the cursor and drag the column line to widen or narrow the column.
• Search for a particular item of information. To do so,

1. Click Advanced search. This will open the filter controls.
2. Enter the text in the Search for field.
3. Select the field in which the information should appear.
4. Click Search. To clear the search information, click Clear Search.

Simply, click the Make this the default page button in the toolbar.

To do this:

1. Click the Customize link at the top right corner of the list, then click Settings.
2. Use the Settings window to select which fields appear and the order in which they will appear. Tell me more about this window.
3. Click OK. The data will automatically change.

1. Click the Customize link at the top right corner of the section.
2. Select the number of rows you want to display for that section. You can choose to display 5 rows, 10 rows, the maximum number of rows, or to have the number of rows determined automatically.

To change which lists appear:

1. Click Customize this Page.
2. Use the List Settings window to add or remove the lists you want. You can also change the order. Tell me more about this window including step-by-step instructions.
3. Click Save.

Click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

There may be times where you want to have the same list of information, for instance, Sales Invoices for Item, show on your screen at once. To set this window up in this way, click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

Yes, you can do this by double-clicking the transaction or data that you want to see. Once it opens, you can edit it, and sometimes void or delete it.