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Inventory > Customising inventory > Creating custom lists
An example of a custom list is ‘Colour,’ in which you could create list entries of ‘yellow,’ ‘red,’ ‘green’ and ‘blue.’ When you create or edit an item, you can assign it one of these colours. When you run an inventory report, such as the Analyse 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 List & Field Names, and then click Items. The Custom List and Field Names window appears.
2
Enter a name for each custom list you want to create and click OK. These custom-list names now appear on the Items Details tab of the Item Information window.
To create a custom list entry
1
Go to the Lists menu, choose Custom Lists and then Items. The Custom Lists window appears.
2
Select the custom list for which you want to make entries in the Custom List field.
3
Click New and type the name of a list entry. For example, if you have a colour list, you would enter a colour, such as Purple.
4
5
Repeat from 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 centre and click Items List.
2
3
Click the Item Details tab.
4
Select the entry you require from the appropriate custom list.
5

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