- Overview
- Searching for Inventory in the Inventory Manager
- Filtering Results
- Changing Inventory Manager Preferences
- Saving Inventory Manager Preferences
- Printing and Exporting Inventory Manager Results
Overview
The Inventory Manager is a powerful tool that will help you in managing your inventory. In the Inventory Manager, you can view important information about your inventory like current location, container location, barcodes, and serial numbers.
To access the Inventory Manager, go to the Inventory menu, then click Inventory Manager.
Searching for Inventory in the Inventory Manager
When you open the Inventory Manager, you will notice several different search fields that you can use:
Each search field is labeled to show what should be searched for in that field. There are also several check-box options that control whether or not search results will include the following: hidden items, presumed missing items, items currently at your selected location, items still on jobs, and serial units.
You can also search for all items in your system by clicking the ALL button. If you have a very large inventory (50,000+ units) and include serial results, this might take 20-30 seconds to load.
Filtering Results
To filter results in the Inventory Manager, use the filter located along the top of the screen.
You can use as many fields as you need to to filter results.
Changing Inventory Manager Preferences
To change the Inventory Manger preferences, click the preferences icon:
You can change preferences for the following: Columns to show, records per page, and show/hide filter.
After changing any preferences, click Ok to close the preferences window. Your preferences will update and will remain until you close the Inventory Manager. See the next section to learn how to save preferences.
Saving Inventory Manager Preferences
To save Inventory Manager preferences, click the save preferences icon:
You can save preferences for the following: Order of Columns, Visibility of Columns, Widths of Columns, Filter Criteria, Sort Settings, Scroll Positions, Filter & Footer Visibility, Records Per Page, and Print Settings.
Check the box next to any preference that you want to save, then click Save Preferences. You can clear all saved preferences and go back to default settings by clicking Clear Saved Preferences.
Preferences are saved per user, so any user can save their own preferences and have those preferences recalled when they are logged in and open the Inventory Manager.
Printing and Exporting Inventory Manager Results
To print or export the Inventory Manager, use the buttons in the top right corner:
