Inventory View Basics

Summary:

The inventory page allows you to view, filter, edit, add, and delete items. Common features include creating an item, assigning barcodes, issuing items, and adjusting inventory values.

List Functions:

Check All - Checks off all items for which the filter criteria apply, across pages.

UnCheck All - Unchecks all items currently checked across pages.

Check All on Page - Checks off all items on the current page.

UnCheck All on Page - Unchecks all items on the current page.

Assign Year - Allows you to assign a year to an item. Commonly used to filter for current inventory.

Archive Checked Inventory - Archives all checked inventory. Archived inventory can still be viewed by clicking Include Archived Data and searching. Archiving an item will also archive all transactions associated with the item.

Taxable - Sets all checked items as taxable.

Not Taxable - Sets all checked items as not taxable.

Create Order - Create an order using the items which have been checked.

Add items to an existing Order - Add checked items to an existing order.

Auto Assign Barcodes - Allow the system to automatically assign unique barcodes to checked items.

Video:

Inventory View Basics

Article:

1. Click on your Inventory.

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2. Apply filters to narrow your inventory search. You can also search by Item Description and Model Number for quick results. (NOTE: Filters are not applied until Search is clicked)

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4. To view details such as item sizes, barcodes and prices:

a) For a single item - Click the Item Id.

b) For all items - Click Detail View.

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 5. To run a list function, check off the items you wish the function to apply, then click the list function.

List Functions:

Check All - Checks off all items for which the filter criteria apply, across pages.

UnCheck All - Unchecks all items currently checked across pages.

Check All on Page - Checks off all items on the current page.

UnCheck All on Page - Unchecks all items on the current page.

Assign Year - Allows you to assign a year to an item. Commonly used to filter for current inventory.

Archive Checked Inventory - Archives all checked inventory. Archived inventory can still be viewed by clicking Include Archived Data and searching. Archiving an item will also archive all transactions associated with the item.

Taxable - Sets all checked items as taxable.

Not Taxable - Sets all checked items as not taxable.

Create Order - Create an order using the items which have been checked.

Add items to an existing Order - Add checked items to an existing order.

Auto Assign Barcodes - Allow the system to automatically assign unique barcodes to checked items.