Filter Material Donation Inventory

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The Material Donation Item Inventory List displays all the donated items your organization currently has in inventory. The list can be filtered for a few different reasons. One is to narrow your results by criteria to find specific records. Another is to give you a count of items you have in inventory, based on your selected criteria.

As an example, if you wanted to know how many donation items you have in your inventory, categorized as "Clothing", you could select "Clothing" from the Item Category drop-down list. Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count of all items in inventory that have been categorized as "Clothing". The list has also changed, and displays only items categorized as "Clothing".

To get started, select either Donations and Grants or Materials Management > Material Inventory - from the main menu on the left hand side of the screen.

 

This will open the materials inventory list. To filter the list, click the "Filter List" button.

 
 
 

 

The "Filter List" panel will open above the inventory list...

 
 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Material Inventory can be filtered by:

  • Item Category
  • Unit of Measure
  • Total Amount ($) Range

Click the "Filter List" button and the list will display only the items that meet the selected criteria.