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Inventory Management: Inventory List

Updated this week

The Inventory List tab enhances organization by categorizing items. Each Category is presented as a clickable tab at the top of the page. All associated Items and Item Types are displayed when a user selects a category. This structured view ensures that users can quickly locate and manage inventory based on custom categories.

Inventory List

The Inventory List page can be viewed Grouped or Ungrouped. The buttons to change the view are located below the search bar on the right side of the page.

Grouped View

Grouped will display a list of Item Types assigned to the chosen Category. The Item Type can be expanded to view the Item Sizes available for this Item Type. The Item Sizes can be expanded to show the Items that belong to that Size. If sizes are not available for an Item Type, when the Item Type is clicked, it will display the Items assigned to it. This allows the user to view the list of items organized by Size and Item Type. This page includes columns for Item Type/Detail, Total Active, Unassigned, and Assigned Items.

The Grouped view gives you the most control over every level of the Inventory Management system in one place.

Item Type action menu:

  • View Item Type

  • Enabled/Disabled

  • Add New Item

  • Delete Item Type

Size action menu:

  • Add New Item

  • Delete Size

Item action menu:

  • View/Edit Item

  • Change Item Status

  • Assign Item

  • View History

  • Add Checkup Reminder

  • Delete Item

Ungrouped View

The Ungrouped list will display all the Items that belong to the chosen Category. This is a more traditional list, allowing users to view each item listed individually. This enables users to view the entire list of items that belong to a Category without first expanding the individual Item Types or Sizes. The Item Type, Size, Item Name, Item Status, and assignee details will be displayed in the columns.

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