Default Product List Views provide ready‑made layouts that display product information in formats such as standard details, ideal levels, inventory totals, sales activity, customer usage, and monthly usage. These views highlight key fields for each purpose and offer filtering options to focus on items such as below ideal, out of stock, or grouped sales data, supporting quick review and inventory planning
For details on how to import more product list views, see the article on Importing Additional Product List Views. To customize or create a new view, see Create a View or Custom Report.
From the main toolbar, select
Inventory (or from the Product menu, select Product List).
Default Views
- Default: Fields displayed: Part #, Description, Retail, On Hand, Ideal, On Order, Release Date, and Closeout Date fields.
- Ideal Amounts: Items with an Ideal amount set are shown. Fields displayed: Part #, Description, Retail, On Hand, Ideal, On Order, Release Date, and Closeout Date fields. Additional filtering can be set to show items that are Below Ideal Level or Out of Stock.
- Inventory: Items currently on-hand/in-stock and includes a grand total. Fields displayed: Part #, Description, Retail, Ideal, On Hand, On Order, and Cost of Goods amount.
- Sales: Items sold within a given timeframe grouped by category (default date range is the current month to the previous year). Fields displayed: Part #, Product, Sold. This view can then be used to create an inventory order.
- Usage by Customer: Items sold within a given timeframe grouped by product (default date range is the current month to the previous year). Fields displayed: Customer, amounts Sold, Gifts, Demo, and Return.
- Usage by Month: Items sold within a given timeframe are separated by month and grouped by category, then the product (default date range is the current month to the previous year). Fields displayed: Total and Average amounts sold and Ideal.
- Worksheet: All items located in the product list are grouped by category (Section 1 shown by default). Fields displayed: Part #, On Hand, Ideal, Description, Retail, and Group.
Additional Information:
Tip: If you have issues with a view, select
View Options, then select
Reset to return the current view to the default settings.
Additional fields can be added to each view. For more information, see Add, Move or Hide Columns on the Product List.
