Navigating Items

Dan Stern Updated by Dan Stern

The Item Library

All items are housed in what we refer to as the “Item Library” and while we have not yet reviewed how to create or use

an item, here is an overview of what the item library looks like.

Upon login, each user will see the system main menu:

To access the Item Library, click “Items” or use the magnifying glass in the top right corner to search for items

Note – For more information on how to customize, navigate, and learn tips and tricks about Dynamics, check out the guide called “Navigating Dynamics”.

Once in the Item Library, we see all items that exist, both active/inactive:

Items are shown by default to the order of the last filtering used.

In this example, the items are ordered by item code ascending:

There are many more functions available for searching and filtering, please see guide on navigating Dynamics.

Here in the item library, we can see all items whether they be for labor, materials or a baseplan:

How did we do?

Introduction To Items

When to Create a New Item

Contact