Import Additional Product List Views

1. From the Product menu select Product List, (or from the Products - Inventory group on the main toolbar, click  Inventory).
2. From the toolbar, select  View, then  Import.
3. Select a view from the options listed, then click  OK .
4. To print the view, from the toolbar, click Print, then from the preview window, click  to print (or  to export as a pdf).

Tip: If you no longer need the view, from the View drop-down, select  Delete.

Views Available to Import

• Customer Use by Category: Items sold within a given timeframe grouped by category (default date range is the current month to the previous year). Fields displayed: Customer, amounts Sold, Gifts, Demo, and Returns.
• Customer Use by Group: Items sold within a given timeframe grouped by product group (default date range is the current month to the previous year). Fields displayed: Customer, amounts Sold, Gifts, Demo, and Returns.
• Discontinued Product by Type: Discontinued, retail section 1 items that are located in the closeout category, excluding Archived Product. Fields displayed and in the following order: On Hand, Placeholder field, Ideal, Part #, Description, Retail, and Closeout Date.
• In-Stock Discontinued: Retail section 1 items are in stock but can no longer be ordered. Fields displayed and in the following order: Part #, On Hand, Description, Retail, and Cost of Goods.
• In-Stock Limited Edition: Limited edition items that are in stock. Fields displayed and in the following order: Part #, On Hand, On Order, Description, Retail, and Cost of Goods.
• Listing by Part Number: All items located in the product list are sorted by part number (Section 1 and Deluxe Minis are shown by default). Fields displayed: Part #, Description, Retail, On Hand, Ideal, On Order, Release Date, Closeout Date, and Category.
• Negative On Hand: A listing of all items with a negative On Hand amount grouped by Category. Fields displayed: Part #, Description, Retail, On Hand, Ideal, and On Order.
• Overstocked Items: Items currently have a higher On Hand amount than their Ideal amount (if one is set) grouped by category; also includes a total Cost of Goods for the overstocked products. Fields displayed: Part #, Description, Retail, Ideal, On Hand, On Order, Cost of Goods.
• Over-the-Counter Drug Products: Items set as an Over-the-Counter drug product on the product profile and grouped by category (is not necessarily associated with their tax exemption status). Fields displayed: Part #, Description, Retail, OTC Drug, Taxable, On Hand.
• Product Listing by Group: Items assigned to a group and then sorted by group. Fields displayed: Part #, Description, Category, On Hand, On Order, Ideal, and Retail.
• Product Returns by Customer: Items that have been returned within a given timeframe grouped by customer (default date range is the current month to the previous year). Fields displayed: Customer, Part #, Retail, Description, and Return.
• Top Selling Products: Items sold within a given timeframe. Fields displayed:Part, Product, Sold, and On Hand.

---

Additional Information:

• Add, Move, or Hide Columns on the Product List