Finding and Editing an Item


To locate a particular item within your inventory:

  1. Select Items > Find from the Inventory menu. 
  2. Scan the barcode, enter the item number, or provide other details in the Find Item window tabs as described below to search for an item.  As always, the Presets feature allows you to save search parameters for future use.  See the Edge Navigation Basics section entitled Presets for more information.


    Fields and options in the General tab include:
     

    Category

    Returns items in the specified category, whether by ID number or selected from the drop-down list.   

    Generic Desc

    Returns items with a matching description.

    Type

    Returns items of the item type entered.

    Vendor

    Returns items from the vendor ID indicated, whether by ID number or selected from the drop-down list.

    Style#

    Returns items matching the style number entered.

    Invoice#

    Folio Number

    Returns items appearing on a particular invoice.

    Returns items with folio number.

    Store

    Returns items located in a particular store.

    Location

    Returns items in a particular location of any store.

    Price Range:

    Min

    Returns items priced at greater than or equal to the indicated amount.

    Price Range:

    Max

    Returns items priced at less than or equal to the indicated amount.

    Items on Sale

    Item Has Spiff

    Keywords

    Returns items on sale.

    Returns items that have spiff.

    Returns items containing the specified phrase in the description.

    By ID

    Use this section to query by item ID number.

    Item#

    Returns items with a matching current item ID.  Using this search field will cause The Edge to ignore all other search filters.

    Old Item#

    Returns items with a matching pre-conversion ID number. To ensure that The Edge looks for only legacy item numbers, put a period (.) in front of the number, especially if the legacy number has any dashes.

    Old Barcode

    Returns items with a matching pre-conversion barcode number. 

    Honor Other Criteria

    Allows you to include these criteria without nullifying other filters; otherwise, searching by Item # will cause The Edge to ignore all other search filters.

    View

    Contains a drop-down menu with options for images to appear in results.

    Show Checkboxes

    Returns a checkbox with each record in the results.  The checkbox can be used to indicate which records to perform various actions on:  Edit, AddDelete, etc.

    RFID

    Contains a drop-down menu with options for filtering based on whether items have an RFID tag.

    Collections

    Returns items included in selected collections.  For more about collections, see the section entitled Collections.


    NOTES:  

    •  Filter parameters are cumulative.  That is, the more parameters you enter, the fewer items will be returned.  For example, if you enter a category and a keyword, only items with matches in BOTH fields will be returned.  This applies to parameters on all the tabs.

    •  Because this information is specific, if you search by ID, no other search criteria will be used.

     
  3. Complete the General tab fields, if any, as needed to retrieve the appropriate data.
  4. If needed, select the Type & Status tab.


    Fields and options in the Type & Status tab can vary based on item status.  Fields may include:
     

    Pricing Methods

    Returns items priced in one or more of the following pricing methods:

     

    Item Pricing

    UPC/SKU

    Item by UOM

    UOM Only

    Pre-Marked.

     

    Inventory Type

    Returns items in one or more of the following inventory groups:

     

    A:  Assembled

    P:  Take-Off

    U:  Custom

    S:  Stock

    M:  Memo

    C:  Consignment

    O:  Special Order

    T:  Trade-In

    B:  Built

    E:  Template

    V:  Virtual Model

    I:  Internet Model approved

    J:  Internet Model Browse not yet approved

    F:  Faux Model

    L:  Live Model.

     

    Item Status

    Returns items with one or more of the following statuses:

     

    I  In stock

    L  On Layaway

    S  Sold

    A   Memo Out

    V   Returned to Vendor

    M  Missing

    D  Disassembled

    U  Consumed here (i.e. as a part)

         Consumed gone (no status letter, determined by sold or in stock)

    X  Scrapped

    G  Giveaway

    N  Donation

    W  Work in Progress.

    PO Status

    Returns items with one of more of the following purchase order statuses.

     

    Q  Queued

    E  Entered

    B  Backordered

    On Order

    C  Cancelled.

    Show each invoice

    For bulk items, results show one item row for each invoice.

    Hide out-of-stock bulk

    Excludes items that are out-of-stock bulk.

    Date Entered

    Returns items entered into inventory in the provided date range.

    Date Created

    Returns items entered into inventory in the provided range.  Unlike Date Entered, Date Created cannot be changed and will always be the true date the item was entered.

    Status Date

    Returns items by the date range during which their current status was indicated.

    Sold Date

    If a Status of Sold is included, this will return items sold during the specified date range.

    In Stock On

    Returns items that were in stock inventory on the specified date.  This option works in combination with all the other criteria.  Most users find it best to also check all the Item Status options.

    Sold By

    If a Status of Sold is included, this will return items that were sold by a specified associate(s).

    Sold To

    If a Status of Sold is included, this will return items that were sold to a specified customer.
     

  5. Complete the Type & Status tab fields as needed, if any, to retrieve the appropriate data.
  6. Select the Item Details tab, if needed.


    Fields in the Item Details tab include:
     

    Metal Type

    Returns items of a particular metal type.

    Metal Color

    Returns items of a particular metal color.

    Metal Finish

    Returns items of a particular metal finish.

    Sign Format

    Returns items based upon their designated sign format.  Sign formats are assigned on the category setup window.

    Item Style

    Returns items of a particular style.

    Item Location

    Returns items based on specified location(s).

    Category ID

    Returns items of selected categories only.

    Vendor ID

    Returns items of selected vendors only.

    Manufacturer

    Always Upload

    Returns items of selected manufacturers only.

    Returns items that are marked Always Upload for TPW.

    Never Upload

    Returns items that are marked Never Upload for TPW.
     

  7. Select the Stones tab, if needed.


    Fields and options in the Stones tab, which vary according to the stone type, can include:

     

    Type

    Returns items with stones of a particular type.

    Shape

    Returns items with stones of a particular shape.

    Lab

    Returns items with a report associated with a specified lab.

    Weight

    Returns items with stones of a particular weight range.

    Length

    Returns items with stones of a particular length range.

    Width

    Returns items with stones of a particular width range.

    Depth

    Returns items with stones of a particular depth range.

    Coloration

     

     

    Clarity, Lowest

    Returns items with stones of a minimum clarity.

     

    Clarity, Highest

    Returns items with stones of a maximum clarity.

     

    Color, Lowest

    Returns items with stones of minimum color designation.

     

    Color, Highest

    Returns items with stones of maximum color designation.

    Match stones by position

    Returns items with stones in a particular position on the piece.

     

    Primary Stone Only

    Returns items with the specified stone in position one.

     

    Primary or Secondary Stone

    Returns items where stone one or stone two matches the specified criteria.

     

    Any Stone

    Returns items where any stone matches the criteria.

    Organize resulting list

    Indicates how results should be presented.

     

    One item per row

    Lists only one item per row in the results.

     

    One stone per row

    Lists results by stone.  A single item might be listed more than once for each matching stone.  This will change the layout of the results, but also focuses the results on the stones rather than the item.






     
  8. Complete the Stones tab fields, if any, as needed to retrieve the appropriate data.
  9. Select the Scan Data tab, if needed. 


    Fields and options in the Scan Data tab include:
     

    Scanned Since

    Returns items that have been scanned during physical inventory of any kind since the specified date and time.  If you use this filter, also enter a time from the bottom of the date picker.

    Not Scanned Since

    Returns items that have not been scanned during physical inventory of any kind since the specified date and time.  If you use this filter, also enter a time from the bottom of the date picker.

  10. If desired, enter date and time to narrow by the last inventory scan.
  11. Select the Options tab, if needed.   The Options tab contains data determined by the context of the operation.  For example, it might allow the Find function to include the cost of an item.

    NOTE:  

    •  As mentioned, filter parameters are cumulative.  That is, the more parameters you enter, the fewer items will be returned.  For example, if you enter a category and a keyword, only items with matches in BOTH fields will be returned.  This applies to parameters on all the tabs.
     

 

 

Updated on Thu, 18 Apr 2024 by Angela Chiaravalle

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