Inventory Filters

Key Word Search
The "Key Word Search” field will allow you to search by one or more key words that match catalog item name, catalog item search keys, catalog item sku, catalog item upc, or supplier sku.  Partial searches are allowed.  For example: Searching for “iPhone 5 LCD” will match “iPhone 5 LCD Black” and “iPhone 5 LCD White”.
 
 
Barcode Scan
The “Barcode Scan” field will allow you to scan or type a catalog item sku, catalog item upc, vendor sku, or inventory serial number.  Only exact matches will be returned.
 
 
Bin #
The “Bin #” field will allow you to scan or type a catalog item bin #.  Partial searches are allowed.  If a location override exists for the bin # the system will return results matching either the default catalog item bin # or the location override bin #. 
 
 
Location
The “Location” field will allow you to narrow the results to the selected location(s).  By default results are displayed for the logged in location.  Choose “All Locations” to see results that span all locations.  Note that when you are viewing results for multiple locations the Reorder Point and Reorder Amount shows a min/max range of values as well as the sum total. 
 
Note: If you select “Low Stock” in the “Inventory Focus” section and also select multiple locations the results may not be exactly as expected.  The system will compare the total of all locations instock and ordered and check to see if that is less than the sum total of all location reorder points.
 
 
Item Type
The “Item Type” field will allow you to narrow the results to the selected item type.  You can define your own custom item types in the settings area that will appear here along with the baseline item types that are provided by default.
 
 
Manufacturer
The “Manufacturer” field will allow you to narrow the results to the selected manufacturer.  You can define your own custom manufacturers in the settings area that will appear here along with the baseline manufacturers that are provided by default.
 
 
Carrier
The “Carrier” field will allow you to narrow the results to the selected carrier.  You can define your own custom carriers in the settings area that will appear here along with the baseline carriers that are provided by default.
 
 
Supplier
The “Supplier” field will allow you to narrow the results to the selected supplier.  You can define your own custom suppliers in the settings area that will appear here along with the baseline suppliers that are provided by default.
 
 
Conditions
The “Conditions” field will allow you to narrow the results to the selected inventory condition(s).  You can define your own custom inventory conditions in the settings area that will appear here along with the baseline inventory conditions that are provided by default.
 
 
Parts Only
The “Parts Only” field will narrow down the results to show only inventory items that are designated as parts.  The parts designation is set in the “Item Type” settings.
 
 
Inventory Focus
The “Inventory Focus”  options will narrow down the results to show only inventory items that match certain pre-defined criteria as described below:
 
Instock - narrow down results to show only instock items.
 
Low Stock - narrow down results to show only instock, back-ordered, pulled, or ordered items.
 
Back Ordered - narrow down results to show only backordered items.
 
Ordered - narrow down results to show only ordered items.  The ordered quantity column will display the total number of items ordered on purchase orders that have not yet been received plus any items in inventory designated with a status of Ordered. 
 
Note that if you drill down to the detail inventory item list by clicking on the magnifying glass next to a particular catalog item when this filter is set may not have the expected results.  The reason for this is because inventory items ordered through the Purchase Order system are not created in the system until those items are received.  On the other hand, items that are added to the system through the manual stock option and are currently in the “ordered” status, which is not typical, will appear in the detail list.   Items appearing in the ordered status are typically those that were added through the backorder process.  Those would be that were out of stock when added to a ticket are were created in the system as either backordered or ordered automatically.  If created as backordered the system would’ve advanced the status to ordered when added to a PO that was advanced to the ordered status. 
 
Inactive Items - narrow down results to show only inactive items.  Items can be designated as inactive through the catalog edit screen.  It is not recommended to deactivate catalog items that are linked to live inventory.  It is recommended to void the items out of live inventory and then deactivate the related catalog item.
 
 
Counts By Status
The “Counts By Status”  options will NOT narrow down the results.  Instead it will simply display the quantity of items in the selected status in a separate column.  If you narrow down the results using any of the filters above it’s possible the counts by status will not display the expected count.  Be sure to reset other filters as needed (i.e location, carrier, supplier, condition, focus) to see the quantity of items in a given status:
 
 
NOTE: When you "view all" on a single catalog item to view the individual inventory item records, then the counts by status do in fact filter the inventory records displayed by their status.
 
Reset Filters
The “Reset Filters” link will reset all filters back to the default state to show the broadest set of results.  Note that it will also reset the location filter back to the logged in location.  Be sure to click “Apply” after clicking "Reset Filters" to reload the page with the new set of results.
 
 
Apply
The “Apply” button will apply the filters selected above and will reload the page with the new set of results.
 
 
 
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