--- title: "Items Grid" slug: "items-grid" description: "Reference for the Items grid listing all purchased item records with columns, filtering, sorting, and item setup verification." updated: 2025-08-26T16:59:41Z published: 2025-08-26T16:59:41Z canonical: "docs.restaurant365.com/items-grid" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Items Grid This article is part of part of items and covers the **items grid**. From the **Items** page, users can view the **items grid**, which lists all existing purchased items and their item details. From this list, users can access an item's [**Purchased Item Record**](/doc/docs/purchased-item-record-overview-security), where users can view item costs, transactions, and its connections across R365. Users can also edit an existing record, if needed. --- ## Items Page ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/56f5945d-4983-4872-a579-2dbc603366e8.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Verify Item Setup | Click to refresh all purchased item records, apply any changes to units of measure, and recalculate costs. | | 2 | Item Location Groups | Click to view or edit [location group configurations](/doc/docs/location-groups-overview). | | 3 | Create | Click to create a [new purchased item record](/doc/docs/adding-a-new-purchased-item). | | 4 | Item Grid | The list of all existing purchased item records and select details. Read more about the item grid columns below. | | 5 | Item Entry | Each individual item and select item details. Clicking an item name will open the item's [**purchased item record**](/doc/docs/purchased-item-record-overview-security). | | 6 | Table Functions | As with all grids, from the items grid, Users can do the following: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e6c7e7f0-e9e4-4372-aea9-6252b6ee5032.png)- Search the List for specific keywords - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b60f9dc4-a70c-4dac-91a1-f08481bd526d.png) - Save/edit Table Views - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f75c6f01-431e-46f1-8d17-785d7ed5e660.png)- Filter Column information - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1dd3f389-d4ce-4181-86b9-3bbf5bc23d46.png) - Rearrange table columns - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/4ce775b3-d0d5-48c7-8afb-b31f8f63aba1.png) - Export the table to a .csv file - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/98968916-09e0-42f3-8905-4e0828843905.png) - Refresh the table Learn more about [grids, here](/doc/docs/working-with-smart-grids). | ### Item Grid Columns *Click the dropdown to expand for additional information.* **The item grid shows the following information:** > [!NOTE] > Columns can be shown/hidden from the grid. To customize the Columns shown on the grid, click the **Columns** button. Then, rearrange or check/uncheck columns in the columns window. | Columns | Description | | --- | --- | | Name | Name of the item as it appears in R365. | | Avg Cost | The average cost of the item per unit. | | Reporting UofM | Reporting unit of measure. This is the most common way the item is compared across multiple locations. | | Inventory UofM | Inventory unit of measure. This is the unit of measure used in inventory counts. | | Min Cost | The minimum cost of the item. | | Max Cost | The maximum cost of the item. | | Inventory UofM 2 | Secondary inventory unit of measure. | | Inventory UofM 3 | Tertiary inventory unit of measure. | | Category 1 | Item category 1 that the item is assigned to. | | Category 2 | Item category 2 that the item is assigned to. | | Category 3 | Item category 3 that the item is assigned to. | | Barcodes | All barcodes assigned to the item. | | Cost Account | The account debited when costs for this item are recorded (on AP Invoices, inventory adjustments, etc.) | | Inventory Account | The account debited when costs related to the inventory of this item are recorded. | | Waste Account | The account debited when costs related to waste logs are recorded. | | Donation Account | The account debited when costs related to donation logs are recorded. | | Key Item | Indicates whether the item is a key item or not. | | Location Group | The location group that the item is assigned to. | | Number | The identifying number assigned to the item. | | Description | Description of the item. | | Cost Update Method | Method used for updating cost of the item. | | Active | Indicates whether the item is active in R365 or not. | | Weight Qty | The quantity of the weight per unit. | | Weight UofM | Weight unit of measure. | | Volume Qty | The quantity of the volume per unit. | | Volume UofM | Volume unit of measure. | | Each Qty | The quantity of Each per unit. | | Each UofM | Each unit of measure. | | Measure Type | The assigned measure type of the item. | | Created By | Individual that created the item. | | Created On | Date and time that the item was created. | | Modified By | Individual that last edited the item. | | Modified On | Date and time that the item was last modified. | --- ## Items Grid Inline Editing ### Editable Fields **The following fields within the Item table can be edited directly on the page without opening the Item form:** - Item Category 1 - Item Category 2 - Item Category 3 - Cost Account - Inventory Account - Waste Account - Donation Account - Number - Cost Update Method - Description - Key Item - Active - Actual as Theo ### Inline Editing Item Details #### Inline Toggles The following column(s) use a toggle to indicate their status: - Key Item - Active - Actual as Theo **To edit these fields:** 1. Click a toggle in the grid to change the column status for the item. | | Toggle | Description | | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/ee45e9b8-7737-42c2-afd7-6bdd6326119f.png) | On | **Key Item** - This item is set as a key item. **Active** - This item is an active item in R365. **Actual as Theo** - The theoretical reporting for this item is equal to the actual usage of the item on the [AvT](/doc/docs/actual-vs-theoretical-analysis) and [Above-Store AvT Reports](/doc/docs/above-store-actual-vs-theoretical-analysis). | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/17605fb8-5029-4f79-9cc4-a797955f2d1d.png) | Off | **Key Item** - This item is not a key item. **Active** - This item is **deactivated** and **not** an active item in R365. **Actual as Theo** - The theoretical reporting for this item does not use actual usage of the item on the [AvT](/doc/docs/actual-vs-theoretical-analysis) and [Above-Store AvT reports](/doc/docs/above-store-actual-vs-theoretical-analysis). | When a toggle is clicked, the changes are automatically saved. #### Dropdown Options The following column(s) use dropdown options to edit column fields.: - Item Category 1, 2, 3 - GL Accounts (Cost, Inventory, Waste, Donation) - Cost Update Method **To edit these fields in grid:** 1. Hover over a column field to reveal the selector. 2. Click the selector to open the dropdown menu of options. 3. Select an option from the menu. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q9DHI2HC.png) Once a new setting is selected, the changes are automatically saved. #### Entry Box The following column(s) use field entry boxes to edit column fields: - Number **To edit these fields in grid.** 1. Hover over the field to reveal the entry box. 2. Click the entry box. 3. Edit the text as needed. 4. Once the field text is edited, click anywhere outside the entry box. 5. The entry box will update with its new data. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-41SES7X1.png) #### Barcodes Barcodes open a dropdown menu that gives users the ability to manage barcodes. **To manage barcodes in grid:** 1. Click the **Barcodes: #** button. 2. Click the **Edit Barcodes** button. 3. Click **New Barcode** to add a new barcode to the item or click the **X** button to remove an existing barcode. 4. To save any changes, click **Apply**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9KHXUVQU.png) --- ## Items Grid Bulk Edit The following fields can be edited through the bulk edit menu: - Location Group - Active - Key Item - Actual as Theo - Item Categories 1, 2, 3 - GL Accounts (Inventory, Cost, Waste, Donation) To bulk edit items: *Click steps to expand for additional information and images.* **1) Check the **checkbox** for one or more Items to open the bulk edit menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VQHQ5JG5.png) **2) Once all of the desired items are selected, click the **pencil edit** button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c1ef46c4-f825-45b1-aab9-d3861fbe643f.png) .** The Bulk Edit form will open. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FC65PXFU.png) **3) Select the **Attribute** to edit.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5IAO8NHC.png) **4) Select a **Value**. All the selected items will have the selected attribute set to the value selected here.** > The Value options are dependent on the Attribute selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BZVVDPLC.png) **5) Click **Update # Items** to save the changes and update the selected items.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MHCK4HEV.png) ### Restaurant365 Structured documents that provide insights and summaries of various operational metrics and financial data.