Index

Inventory > Customizing inventory > Creating custom lists
An example of a custom list is Color, 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 colors. When you run an inventory report, such as the Analyze Inventory Summary report, you can choose to include only ‘red’ items in the report.
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
To create custom list entries
1
Go to the Lists menu, choose Custom Lists and then Items. The Custom Lists window appears.
3
Click New and type the name of the list entry. For example, if you have a color list, you would type a color, such as Yellow.
4
Click OK.
5
Repeat 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 center and click Items List.
2
3
Click the Item Details tab.
5
Top of page