Using Saved Item Criteria
Using Saved Item Criteria
Tip: Create custom filtered reports using saved item criteria.
CDBWin allows you to create, save and recall (Get) combinations of item criteria
in the Item Adjustment window. Item criteria can be used to filter down the
inventory database to target specific items for item adjustment. Likewise, they
can be used to filter down the majority of CDBWin's inventory reports.
This tip will show you how to
create an item criteria for all 20-ounce sodas and filter a report with it.
Step 1: Create the Item Criteria
To create a reusable item criteria:
- On the Setup menu, click Inventory > Item Adjustment to
display the Item Adjustment window:
- Select the Dep.Range check box and in the Dep.Range text
boxes, type 7.00, then 7.99
which in our example stands for Packaged Beverages (Non-Alcoholic).
- Select the Description check box and in the Description
text box, type 20 oz to narrow
the sample further.
- The items that fall within the criteria you set appear in the bottom of
the Item Adjustment window. Review them and when satisfied, click Save.
The following prompt appears:
- Type a name for the new criteria such as All 20 Oz Sodas.
- Click OK. You can now recall that item criteria selection by
clicking Get under the criteria listing and using the combo box in
the prompt that appears:
Step 2: Use the Item Criteria to Filter a Report
Now that you have created the item criteria, you can apply it to a
report. The item criteria filter is available for the following reports:
| Inventory: Physical |
Inventory: Overstocked |
| Inventory: Value |
Inventory: Turns |
| Inventory: Reorder |
Inventory: Line Items |
| Inventory: Movement |
Inventory: Buydowns/Rebates |
| Inventory: Adjustment |
Inventory: Items |
| Inventory: Barcodes |
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In our example, we will filter the Inventory: Items report:
- On the Report menu, click Items/Inventory > Items.
- When the filter window appears, use the Apply Criteria Filter combo box
to select ALL 20 OZ Sodas (after you do, all other criteria gray out):
- Click View. The Inventory Items report displays showing all items
that match the item criteria filter:
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