Skip to content

Items

This section enables you to:

  • View

  • Edit or Add (if enabled in Instance settings)

  • Export

The ability to Add or Edit is determined by the settings (customization ) for your Instance. This is useful when Item (materials) data is primarily managed in another source -- in your ERP for example. This prevents users from adding or editing records that would be overwritten on the next refresh (import or via Velosity API).

List

List

Detail

Detail

Edit

Edit

Add

Add

You can search for an Item using the search bar at the top of the Velosity window. Using just a text string will return search results across all entities. You can restrict the search to just Items by using this syntax (case insensitive):

  • it:searchtext
  • IT:searchtext