Hidden Inventory Items and Groups

• Overview
• Hiding an Inventory Item
• Hiding an Inventory Group
• Granting a User Permission to View Hidden Items

Overview

In Flex you can hide individual inventory items, and only users with permission will be able to view them. Additionally, you can hide entire inventory groups (folders) from being viewed by certain security groups. Hiding inventory items and inventory groups can be very useful when you do not want certain inventory items to be used on a Quote individually.

For example, if you have a projection screen package that is made up of a screen, legs, drape/skirts, and a frame, then you can hide each of those individual items from users who are building Quotes and only make the full package item visible to them. This prevents incomplete packages from being put onto Quotes and Pull Sheets.

Hiding an Inventory Item

1. Open the inventory model that you want to hide.
2. Click  Edit Model in the upper right-hand menu.
3. Find the Hide option and set it to Yes.
4. Click Ok. 

Hiding an Inventory Group

1. Select the  Inventory Configuration icon within the Inventory Tree.
2. Double click the inventory group that you want to hide.
3. In the View Groups section, choose which security groups you want to be able to view the inventory group.
4. Click Ok.

If no security groups are selected in the View Groups section, then ALL security groups will be able to view the inventory group.

Granting a User Permission to View Hidden Items

Inventory items that are marked as "Hidden" can still be viewed and searched for by users who have permission to do so. There are two ways to grant a user permission to view and search for hidden items—by changing the permissions of the security group they belong to or by changing their individual permissions.

How to change the security group permission: 

1. On the   Main Menu, click the  System Settings menu and select Security Groups.
2. Hovering over the row of the security group that you want to edit, click the  Options Menu and then choose View Permissions (see image below).
3. Select GRANT in the row of the "Can Browse & Search Hidden Items" permission.
4. Click SAVE.

Any user that belongs to the security group that you changed will have to log out and log back in for changes to take effect.

How to change the individual permission for a user:

1. On the   Main Menu, click the  System Settings menu and select Users.
2. Click the  Options Menu and then choose View Permissions in the row of the user whose permissions you want to change.
3. Select GRANT in the row of the "Can Browse & Search Hidden Items" permission.
4. Click SAVE.

The user will have to log out and log back in for changes to take effect.