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
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.