Creating custom lists

Inventory > Customising inventory > Creating custom lists

You can use custom lists to sort and group your inventory items.

An example of a custom list is Colour, in which you create list entries of yellow, red, green and blue. When you create or edit your items, you can assign them one of these colours. When you run an inventory report, such as the Items Analyse Inventory Summary report, you can choose to include only red items in the report.

You can create up to three custom lists.

To name a custom list

1	Go to the Lists menu, choose Custom Lists & Field Names, and then click Items. The Custom List and Field Names window appears.

2	Enter names for each of the three custom lists in the appropriate fields and click OK.

These list names will now appear on the Items Details tab of the Item Information window.

To create custom list entries

1	Go to the Lists menu, choose Custom Lists and then Items. The Custom Lists window appears.

2	Select the custom list for which you want to make entries in the Custom List field.

3	Click New and type the name of the list entry. For example, if you have a colour list, you would enter a colour, such as Purple.

Click OK.

5	Repeat from step 3 until you have created all your list entries.

6	Click Close to close the Custom Lists window.

To assign a custom list entry to an item

1	Go to the Inventory command centre and click Items List.

2	Click the zoom arrow () to the left of the item. The Item Information window appears.

3	Click the Item Details tab.

4	Select the list entry you require from the appropriate custom list.

Click OK.