The Product Inventory List can be filtered for a few different
reasons. One is to narrow down the list by criteria to find specific records.
Another is to give you a count of Products, based on your selected criteria.
As an example, if you wanted to know how many Products are
classified as marketing supplies, you could select “Marketing Supplies” from
the Product Category drop-down list.
Click the “Filter List” button. You will see the total records label has changed above the list and gives you a
total count of all Products classified as marketing supplies. The list has also
changed, and displays only Products classified as marketing supplies.
To get started, select Products and Inventory > Product Inventory - from the main menu on the left hand side.
This will open your product inventory list. To filter the list, click the “Filter List”
The Filter List panel
will open above the 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. Product Inventory can be filtered by:
- Vendor ID
- Product Category
- Product Group
- Product Status
- Resale Status
- Lending Status
- Cost Range
- Retail Price Range
Click the “Filter Products” button and the list will display only the Products that meet the selected criteria.
Filters are persistent, meaning even after you go in to view and/or edit a record and come back to the main list, the filter you are using will still be in place. You can reset the list by clicking the “Cancel Filter” button.
You can also save your filters, to use again at a later time. After you filter the list, open the filters menu by clicking the icon in the filter box.
When the filter menu opens, choose “Save Filter.” This will bring up the “Add A New Filter” window. Enter a name for the filter and click the “Add This Filter” button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but this time choose “Load Filter.” A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose “Delete Filter.” A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to its original state.