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Editing Item Records |
This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.
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You create or modify item records using the item editor. The usual way to open the editor is to click New Item or Edit in the View section of the control panel entry for Items.
The item editor window contains the following:
Details section: Shows basic information for the record.
Code: A brief code to identify this record. No two records may have the same code.
Description: A longer description of the item.
UOM: The units of measurement used to measure this item. For more about units of measurement, see Units of Measure.
Category: The category to which this item belongs. For more about item categories, see Item Categories.
On Hand: Read-only fields giving the total quantity of this item currently present in all storerooms, plus the unit cost and total cost of the items. For definitions of "On Hand", "On Order", "On Reserve" and "Available", see How Inventory Works.
On Order: The quantity on order.
On Reserve: A read-only field giving the total quantity of the item that has been reserved for use on work orders.
Available: A read-only field giving the total quantity of the item that is available for use. This is equal to On Hand + On Order - On Reserve.
Comments: Any comments you want to associate with the item.
Storeroom Assignments section: Lists any storerooms where this item may be stored. For more on storeroom assignments, see Storeroom Assignments.
Temporary Storage Assignments section: Lists any temporary storage locations where this item is stored. For more on temporary storage, see Temporary Storage Locations.
Task Temporary Storage Assignments section: Lists task temporary storage locations where the item is stored. For more, see Editing Task Temporary Storage Assignments.
Pricing section: Shows price quotes and purchase prices for this item. Each line gives information about a particular vendor.
Purchasing section: Lists "purchase item" records for the item, including the purchase order on which the item appeared.
Receiving section: Shows receipts of this item.
Usage section: Shows units where the item is used as a spare part. For more, see Spare Parts.
Maintenance section: Shows any tasks that use this item. For more on tasks, see Tasks.
New Task Demand Item: Opens a window where you can add a demand for this item to a task. For more information, see Task Demand Item.
Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.
Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.
Save & Close: Saves the current record and closes the editor window.
Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.
Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.
For more on items, see Inventory Item Records. For more on viewing item records, see Viewing Item Records. For more on editors in general, see Using Editors.
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