Overview
Product lists help users find item records quickly, review key product information, and open product details for maintenance or investigation.
Where To Find It
Path: Inventory > Products / Items List
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
QBM shows products in list form. Users search by code, name, barcode, category, brand, or other criteria, then open the selected product record when detail is needed.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the Products or Items list.
- Search or filter by the product information you know.
- Review the list result and confirm the correct item.
- Open the item record for more detail or maintenance.
- Use inventory reports or stock screens if quantity review is required.
Best Practice
- Search by item code or barcode when available.
- Avoid editing product records without confirming the correct item.
- Use categories and brands to make list review easier.