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Back Office Items List Report in Retail Solution

May 6, 2024

Description

How to run the Items list report in the Back Office of Retail Solution

What's in this article?

The Items List is a listing of all of your items in your inventory at the time you run this report, regardless of sales activity. You can use this list is to export essential item information. The data is shown in the same format you would use to import items into the system.

NOTE:
To view items based on sales activity, use the Item Sales report

The Items List report provides a list of items in each category and subcategory, indicates whether the item is a kit or a component of a kit, and shows assigned SKU and PLU numbers. The report default is to show all categories; however, you can filter the report for specific categories.

If you want to import this data into Excel, or some other application, you will need to do some editing, including:

  • Remove header rows.
  • Remove the two total rows at the end of the report.
  • Copy the category name into each cell.

Items list screen with SKU and PLU columns highlighted

To run the Items List report

  1. In the Back Office, select the Results tab.
  2. Select the Reports subtab.
  3. (Optional) Select Show Components to display any item components included in a kit. 
  4. (Optional) Select Show Subcategories to show the subcategories for the items list.
  5. (Optional) Select Variations to show the variations for the items.
  6. Select Items. Since this is a list of all of your items, you do not select a date range. It simply returns all of your items. You can also choose to filter the items by category (as shown below).

    Items list view with no date entered

The report shows:

Items List report fields and descriptions
FieldDescription
CategoryThe name of the category
SubcategoriesThe name of the subcategory
Item NameThe item or kit name
Kit ItemIndicates whether the item is a kit
ComponentIndicates whether the item is a component of a kit
DescriptionDescription for the item/kit
BarcodeBarcode associated with the item
SKUStock Keeping Unit (SKU) associated with the item
PLUPrice Lookup (PLU) associated with the item
Prompt for PriceA prompt to enter a price appears. Yes (Y) or No (N)
Unit CostUnit cost
PriceItem price
Sold by Weight/MeasureIndicates sold by weight/measure. Yes (Y) or No (N)
Tax CategoryTax category for the item. 
Available for Sale on POSIndicates the item appears on POS. Yes (Y) or No (N)
Package CostPackage cost.
Units/PackageUnits to a package.
Primary VendorVendor for this product.
CommissionsCommissions applied to the kit

NOTE:
There may be blank fields in the report. Since some fields are not required, you may not have entered information for every field. 

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