Accessing Inventory Overview
To access the Inventory Overview, follow these steps:
Ensure you have the necessary role and permissions to view inventory data.
Navigate to the Insights tab in the sidebar.
Select Inventory Overview from the menu.
Filtering Inventory Data
You can filter the inventory data based on status and/or customer with the relevant permissions:
Click on the Status dropdown and select the desired status.
Click on the Customer dropdown and choose the relevant customer.
Press the Filter button to apply the selected filters.
To remove the applied filters, click the Clear button.
Searching Inventory
To search for specific inventory items:
Enter a keyword or item name in the Search Bar.
Press Enter or click the Filter button to execute the search.
To clear the search results and reset the view, click the Clear button.
Exporting Inventory Data
To export the current view of the inventory data:
Click the Export button.
A CSV file containing the displayed inventory information will be downloaded.
Summary
The Inventory Overview feature provides users with visibility of the relevant inventory data and allows users to filter, search, and export inventory data efficiently. By following the steps outlined above, you can easily navigate and utilise this tool to manage your inventory effectively.