Items List

Manage and organize item identifiers associated with your printed materials.

Item Manager Window

Overview

Item List Overview

The Item Manager is a powerful tool that allows you to manage item identifiers (e.g., SKU, ISBN, Form Numbers) for printed materials within the P3Source system. These identifiers can be customized to match your organization’s naming conventions and integrated into your workflow for better organization, reporting, and item selection.

Key Features:

  • Create, edit, and manage hierarchical item identifiers.
  • Customize item labels, codes, and descriptions.
  • Toggle visibility of item attributes for reporting or operational use.
  • Manage item activity status (active/inactive).

Components of the Item Manager

Item Records

Each item is structured with four customizable code columns and a description. These columns can be renamed and configured to align with your organizational standards.

  • Code Columns: Four distinct columns (default names: Division, Cost Center, SKU, Version).
  • Description: A detailed text field providing additional context for the item.
  • Full Item Name: Combines all code columns and the description.
  • Visible Name: Configurable subset of the full item name, displayed in operational interfaces like the Job List.

Active/Inactive Flag

The active status determines whether an item is selectable within the system. Inactive items are retained for reporting but excluded from active selection workflows.

Using the Item Manager

Adding or Editing Items

  1. Open the Item Manager.
  2. Use the New Record or Copy Record buttons to create a new item.
  3. Double-click an item to open the Item Editor for modifications.
  4. Complete the fields for code columns and description.
  5. Save changes by clicking Save & Close.

Item Selection in Jobs

When accessed via the Job Master window:

  1. Click the Select Item button.
  2. The Item Manager opens in selection mode.
  3. Choose an item by clicking its selector button (green for selected).

Configuring the Item List

Only Enterprise Administrators can modify the Item Configuration:

  1. Open the Item Manager and select Configure List from the menu.
  2. Customize column names, visible name settings, and item labels.
  3. Save changes and close the configuration panel.

Additional Features

Customizing Item Labels and Columns

The Item Configuration Panel allows you to:

  • Rename the four code columns.
  • Adjust the Visible Name to display selected columns and the description.
  • Set an organization-wide label for the item list (e.g., "SKU List," "Publication Numbers").

Importing and Exporting Items

  • Import: Use a pre-defined template to upload items in bulk.
  • Export: Download the current item list for external use or backup.

Active/Inactive Management

  1. Toggle an item’s activity status in the Item Manager.
  2. Use inactive status for archival purposes while retaining historical data.

Advanced Functionality

Item List Configuration

Accessed via the Item Manager, this feature enables customization of item structure and naming conventions for better alignment with enterprise requirements.

New Item Dialog

When adding an item from the Job Master window:

  1. If the entered item code isn’t in the system, the New Item Dialog appears.
  2. Fill in the fields for the new item and click Create Record.

Reporting and Analysis

Leverage the configured item list for generating reports, tracking costs, and maintaining organized records.

Summary

The Item Manager provides a robust solution for managing item identifiers within the P3Source system. Its customization options and integration with other system features streamline workflows and enhance operational efficiency.