Overview

The Inventory Grid View is a convenient way to view your inventory structure and to modify the G/L Account assignments, using a grid view in lieu of the default tree view.

Launch Inventory Grid View

From the Outlook Bar, select POS Settings, then Inventory Grid View.

Inventory categories are labelled in the Type column and the row has a beige background.  Inventory items are labeled in the Type column and the row has a white background.

Modify G/L Account Settings

Click on the Category row for which you want to change the G/L account settings.  From the Action Bar select Set Accounts.

Click on the button beside the G/L Account field you want to modify.  The G/L account search screen will load.

Select the applicable G/L account by typing the account number or by scrolling the list, then clicking on the row which contains the desired G/L account.  Click OK.  Complete the above steps for all 5 G/L accounts, then click Save Accounts on the Set Accounts form.