The Inventory tab provides a centralized view of all your items, making it easier to organize, manage, and review your records. This guide offers a quick tour of the key features you’ll find within the Items tab.
Filter Your Items
Manage your inventory by using the filter option to organize what you see.
Use the search bar to quickly locate items by name or keyword, review important details displayed in fields, and group items into categories for clearer tracking and management.
Add New Item
Add a new entry directly to your inventory.
Drop Menu
The drop menu provides quick access to additional actions you can perform on selected items.
The following drop menu includes:
Count Damage Inventory
Download the Excel template, record your damaged items, and upload it back into the system to keep your records accurate.Count Inventory
Perform full or partial inventory counts. You can add new counts, delete errors, or continue an unfinished count to keep stock levels up to date.Excel Import
Bring large amounts of data into the system. The process includes uploading a file, matching spreadsheet columns to database fields, validating, and completing the import. Two templates are available:Templates for existing items.
Template for new items.
Excel Export
Download your inventory data in Excel format with a single click, making it easy to share or back up records.Inventory Print Options
Generate printouts to share or review offline:Full Inventory Print List.
Inventory Print List Summary for a simplified version.
Price List
to focus on pricing details.
Cleanup Old Items
Remove outdated items from your records to keep your inventory clean and relevant.Custom Field Configuration
Add or edit custom fields to capture details unique to your business.Manage Deleted Items
Review and manage items you’ve deleted in case you need to restore or verify them.
Check Box for Actions
The check box allows you to save time when managing several items together.
Select multiple items at once so you can apply bulk actions, like editing or deleting.
Settings for Column Configuration
With column configuration, you can decide which information is displayed in your item list.
For example, you can show pricing, stock levels, or categories depending on what’s most important for your workflow.
Edit Button
Click the Edit button to make changes to a specific item.
This is where you can update product details, adjust stock, or correct information to keep your records accurate.
Menu Next to Edit Button
The menu located next to the edit button offers more options for managing individual items, giving you the flexibility to perform advanced actions.
Item Images
Images not only make the list easier to navigate but also reduce errors when selecting or updating products.
Each item includes an image, giving you a visual reference for quick identification.