The Selection window fields and tool buttons are similar for managing the following types of Elements:
Items
Recipes
Units
Vendors
G/L Accounts
Ordering Affiliates
Manufacturers
Contract Vendors
Commissary Customers
The Item Selection window floats above an editor window for a new item of the above types.
Sort and Filter
Drop down arrows to the right of each column of information may be used to select, sort and filter the information under that column header to display precisely what the user is looking for. The results of what items/recipes are displayed may be expanded by using the displayed list value setting in the bottom right corner to show from 25 - 100 results in a paginated format. Use the left and right pointing navigational arrows at the bottom right of the window to page forward or back to view desired items on the list.
A Search field at the top of the window allows the user to search the results list using an exact text string or asterisk wildcard characters (*) surrounding a portion of the name of an item on the list.
The Edit All button at the top right of the window allows the user to open the Item Editor for each of the displayed and selected items to make changes to various sections of Item Editor without needing to close out of one item's Editor and open another item's Editor screen. The Item Editor screen remains open enabling the user to navigate through the list of items on the result list making changes and saving them making mass edits more efficient.
The Print button in the top right of the window allows the user to select one or more items from the selection list to print a data list report appropriate for the type of item or group being viewed.
The Delete button in the top right of the window allows the user to select one or more items from the selection list to remove.
Buttons and Tools
New opens the Item Editor, or, if a Vendor viewing option was selected, the Vendor Editor. The fields of the Editor are all blank, allowing you to add a completely new item or vendor.
Delete will remove one or more item or vendor entries from the listing. The entries are first selected for deletion by placing a check in the Selection Check Box found at the left of each entry and then clicking the Delete button. Only items which do not have transactional activity associated with them will be allowed to be deleted.
Inactive Items An item, recipe, vendor, affiliate or customer may be marked as Inactive on the General Information screen causing it to not appear on search results or printed forms/reports. There are two views in the Selection screens which display Inactive Items. They are named: Inactive Items and All Items: Active and inactive. Inactive items are denoted visually by a greyed out icon.
The Inactive Item view displays any item that has the Inactive flag enabled by placing a check mark next to Inactive on the General Information screen of Item Editor or the user has chosen to Delete the item. Note: Deleted items are marked as Inactive if there are historical transactions associated with them. Only items that have no transactions associated may be deleted and they are in turn purged from the Active and Inactive item lists permanently.
Total item / recipe count is located in the bottom left corner of the Item Selection screen reflecting the total number of items and/or recipes relative to the current view selected.
Print will produce an Item Data List or Vendor List Report for all or some of the entries on the list. Normally, all entries are printed on the report; however, the list may be shortened by using the Filter tool to narrow the list to the specific data that meets your needs.
Search & Replace Found within the Item Editor for an individual item/recipe this tool helps you find, remove, replace or re-scale ingredients (or Recipes) within Recipes where you are using the item. database.
View drop down list allows the user to change the attribute information listed for each item or vendor. This tool is helpful in presenting different information about entries as well as providing different search and filter criteria. It also helps reduce a long list of items into something more manageable.
Items displayed depend on the current user's permissions. If the user is a member of a User Group that is restricted, only items/recipes assigned to locations (purchase, inventory, production) belonging to their assigned Profit Centers are displayed.
Recipe Types Icons
In an effort to better distinguish saleable recipes from subrecipes, there are two new icons representing recipes.
The icon resembling a hand holding a covered platter represents an item with ingredients that is not inventoried and is marked as saleable (recipe)
The icon resembling a rolodex / index card file box represents an item with ingredients that can be inventoried and is not saleable (subrecipe).
Global Item Par Levels Based on Usage Found under Site Administration > General, FOOD-TRAK gives you the opportunity to establish par levels based on usage for all or a selected number of purchased items. "Usage" consists of sales and outbound external transfers multiplied by the minimum supply level. You can set usage-based par levels for all the items in the Site, a group or selected number of items, as well as items assigned to a particular vendor. To Set Usage Based Par Levels
Depending on the viewing criteria chosen, the Column Headings will be different reflecting the data you chose on the Main Menu.
The column headings can be sorted in ascending or descending order. To sort a list of items, click the desired column heading arrow and selec Sort A to Z or Sort Z to A. The list is re-sorted by the contents of that column heading in ascending (A-Z) order. Clicking again re-sorts the list in descending (Z-A) order. The Sort Order Indicator (an up or down arrow) appears on the column heading arrow to designate the column heading by which the list is sorted and whether it is sorted in ascending or descending order.
Within the column heading arrow menus are the Filter fields. Click into the fields, entering your search criteria and click the Text Filters button. The list is shortened to entries having the desired search criteria. To empty the Filter fields, click Reset.
For example, if you wish to narrow the item list to all Dressing items, click into the Name field, type "Dressing" and click Filter. The list will be abbreviated to only those items beginning with the word "Dressing". Similarly, if you enter a date into the Date Modified drop-down list and click Filter, only those item matching that date will be displayed.
Wildcard characters may be used to further focus your search for an item name.
The Selection Check Boxes are found at the left of each individual item or vendor name. More than one item may be checked at a time. To select an entry for deletion or for editing, click the box next the entry name to place a check in it. To edit or delete all entries from the list, click the Select All Entries button 
at the top of the list among the column headings. When you have selected all the entries you need, click the Delete button to remove them from the list. To edit the selected entries, click the Edit All icon and use the Item or Vendor Editor to make the necessary changes.