Inventory Views and Table Customization

Take the hassle out of filtering your products every day by saving Inventory Views. Per view, you can customize the filters applied to your products. Similar to the default views at the top of the Inventory page, save your frequently used filters as Views for easy access. These can be saved for personal use or applied to all users.

NOTE: If a user has a default warehouse set in user settings, that warehouse will be automatically added to the View.

Inventory Views

Examples of Order Views

Kits/Bundles
Low Stock
Products Containing Dangerous Goods

Types of Inventory Views

There are two types of Inventory Views:

Company Views: These appear at the top of every team member's Inventory Page.
Private Views: These views will only appear for the user that created them.

NOTE: Only the following roles have permission to create company-wide Views:

Company Owner
Admin
Customer Service Manager
Warehouse Manager

How to create an Inventory view

Click on "..." in the top right of the Inventory page.
Select "+Create View" to create a new view.
Apply your chosen filters by selecting from the filters option on the left.
Click "Create View" on the bottom of the screen.
Name your View. Here, you can choose to make it a private (only you can see) or company-wide View.
Click save to confirm and the View will appear at the top of the Inventory Page.

Customize your views

You can customize your views at any point.

Edit View Names

Click on the View on the Inventory page.
Select the "..." icon on the view tile and click "Edit."
You can change the name and sharing options of the View.
Click "Save".

Edit View Filters

To remove or add a filter to your View:

Select your view on the Inventory page.
To remove filters, delete them from the top search area by clicking "X".
To add a filter, select any filter from the menu on the left.
Click "Save Changes" on the bottom of the screen.
Update your existing View by selecting "Save changes to [View Name]". You can also choose to create a new view instead. Changes will not be saved until you have completed this step.

To revert back to the original filters of your View, click "Discard Changes" on the bottom. You cannot undo the changes once you have saved the View.

Delete a View

Click the specific View on the Inventory page.
Select the "..." icon.
Click "Delete". If the view is shared with the Company, it will be deleted for all users.

Inventory Table Customization

Depending on your workflow, you might want to show and hide different columns on the Inventory table for each of your different views.

You can customize what each view displays, allowing you to surface the information you need on a view-by-view basis.

Available Inventory Table Columns

Below are the ......

Available Fields	Description

How to Customise the Inventory Table Columns

When you customize the Inventory table columns, this will apply the changes to View you are have open. You will need to update each View individually.

There are two ways to customize your Inventory table:

From the settings cog

Click on your View on the Inventory page.
Select the cog icon above the inventory table. This will open the table management modal.
Drag and drop the columns you want to add from "hidden columns" into "shown columns". Similarly, remove any columns you don't want by dragging and dropping them from "shown columns" to "hidden columns".
Click "save".

You can also reset your table back to the default by clicking "Reset" in the bottom left from the table management modal.

From the Inventory view settings

Click on your view on the Inventory page.
Select the "..." icon next to the View title.
Click on "Table management". This will open the table management modal.
Drag and drop the columns you want to add from "hidden columns" into "shown columns". Similarly, remove any columns you don't want by dragging and dropping them from "shown columns" to "hidden columns".
Click "save".

You can also reset your table back to the default by clicking "Reset" in the bottom left from the table management modal.

Resize the table columns

You can resize the inventory columns by dragging and dropping the table headers using the resize icon.

Hover over the end of the header column (indicated by a grey line) so the resize icon appears.
Click the resize icon and drag and drop to the desired size.