How Item Actions Work
The Two Rules For Actions
On the Items List View and the Items Detail View, there is an "Actions" pull-down option. Each client can have a different set of actions depending on their customizations or needs.
Actions follow the same two rules that apply to creating reports. The rules are explained below, using the example of selecting the action of Create Invoice.
Rule #1
If no items are selected, then all the items displayed will be acted on.
Again using the action example of creating an invoice, in the image below all of the items shown will appear on the invoice because no items have been selected.
Rule #2
If one or more items are selected, then only the selected items will be acted on.
Why select items?
If there are just a few items you want to appear on a report, using the "Select" button is the fastest way to get only those items on a report.
As per the image below, only items 5, 6 & 8 will appear on the invoice because they have been selected.
To select items: Click on the "Select" button to the left of the item to select individual items or click the "Select All" button.
To deselect items: Click on the "Select" button to the left of the item (it works like a toggle) or click the "Clear Selected" button to deselect all items.
Additional Examples
In the layout below, two items will appear on the invoice because the user has used the filter bar to filter down to items in the Kitchen with the category of Accessory.
In this example, in the layout below, even though the items are still filtered to only show "Kitchen", only Item #28 will appear on the invoice because it is the only item selected. Again, if one or more items have been selected then only those items will be acted on.
Power User Trick
If you need to include most items on a report, it can be helpful to use the Select All button then use the minus key to deselect the item(s) you don't want on the report.