Users can navigate to the Inventory List to find existing and create new inventory for an account. The Inventory List can be found by selecting the Inventory option from the left side menu.
Views and options displayed may vary slightly depending on user permission level.
A. Inventory - select the Inventory option from the left side menu to navigate to the Inventory List
B. Inventory List - the Inventory List page includes options for users to create Inventory (C) and search existing Inventory (D, E, F)
C. Create Inventory + - select this button to create a new inventory.
D. + Add Filter - filters can be applied using the + Add Filter option.
- Selecting this option will open a dropdown with fields available to apply filter, such as: Inventory Name, Location, Operational Status, or Material Type.
- Applied filters will appear to the left of the + Add Filter option
- To remove a single filter, select the X displayed on the right of the filter applied
- To remove all filters, select the Clear Filters displayed to the right of the + Add Filter option
E. Choose Columns - select the wrench icon beneath the Create button to add or remove inventory details to customize your view.
F. Additional Filter Options - additional filters can be applied using the open text box located at the top of columns visible in the Inventory List display.
- Only columns with the word Filter displayed beneath the header can be filtered
- Applied filters will appear to the left of the + Add Filter option
- To remove a single filter, select the X displayed on the right of the filter applied
- To remove all filters, select the Clear Filters displayed to the right of the + Add Filter option
G. Inventory Name - the Name assigned to an Inventory item at creation. Select the Inventory Name and user is redirected to the Inventory Detail page
H. Navigate - the Inventory List only includes 10 results. To browse between pages, select < or >