- Choosing Which Columns are Visible
- Filtering Results
- Making Changes to Inventory Model Fields
- Printing and Exporting Catalogue Worksheet Results
The Catalogue Worksheet is a powerful tool that will help you in managing your inventory. In the Catalogue Worksheet, you can view and edit important information about your inventory, including item name, group membership, purchase cost, pricing, and more.
To access the Catalogue Worksheet, go to the Inventory menu, then click Catalogue Worksheet.
Choosing Which Columns are Visible
When you first open the Catalogue Worksheet, you will notice that there are a lot of visible columns and you will likely have to scroll to the right to see all of the columns.
If you want to choose which columns are visible, click the Visible Columns drop-down menu in the top right section of the Catalogue Worksheet. Any column name with a checked box will show on the Catalogue Worksheet. Uncheck any box next to columns that you don’t want to see.
To filter results in the Catalogue Worksheet, use the filter located along the top of the screen.
You can use as many fields as you need to to filter results. Some fields will have a free-type field, while others will have a drop-down menu filter.
Making Changes to Inventory Model Fields
To edit the information found in each field of the Catalogue Worksheet, click on the text of the field and it will change into an editable field. Make the necessary changes, and all changes will be automatically saved when you click out of the field.
To edit the Group column, double click on the name in the group field and the group selection window will appear. Highlight the new group that you want to assign the item to, then click ACCEPT.
Printing and Exporting Catalogue Worksheet Results
To print or export the Catalogue Worksheet, use the buttons in the top right corner: