Here you can learn how to access Inventory Manager and what sections are available to you within this module.
Accessing Inventory Manager
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| bgColor | #F9F9F9 |
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| titleColor | #0e3367 |
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| title | ⦿ How to Access Inventory Manager |
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- Click the hamburger menu in the upper-left corner, and pick the desired section under Inventory.
- Locations: Leads you to the list of inventory locations.
- Parts Catalog: Opens the page where all parts live.
- Reports: Allows you to view part usage and replenishment reports.
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You land on the Inventory page with the selected section open. Actions you can perform within the module depend on your role and permissions.
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Inventory Manager Sections
The Inventory page can be divided into seven sections.
- Navigation tabs. Two main tabs — Locations and Parts Catalog — are available at the top of the page. Switch between the tabs to view the required information.
- Filters panel. Below the navigation tabs, you can click Filter By and select the desired criteria to filter your location or parts.
- Upload and Download buttons. Use these buttons to import and export inventory information via templates.
- Sorting criteria. Column headers serve as sorting criteria.
- Results section. This area displays the list of inventory locations or parts based on the selected tab and applied filters.
- Create Report button. Click this button in the upper-right corner to build parts usage or replenishment summary reports.
- Pagination. You can set how many rows of information should be displayed per page as well as switch between pages by using arrows.
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