- Manage
- Inventories
-
Product Updates
-
Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
How to browse and manage Inventories
The Manage Inventories page offers a central hub to view and organize your company's inventory, with filters for quick searches based on different attributes.
Pre Requisites
Steps:
- Navigate to Manage > Inventories.
-
Using Filters:
- Apply filters for a refined search. Available filters may include:
- Description: Enter keywords related to the inventory item's description.
- Type: Select from predefined types to categorize inventory.
- Supplier: Search for items by supplier name.
- Client: Filter inventory associated with a specific client.
- Product: Look up items by product name.
- Job: Search for inventory linked to a specific job number.
- Location: Identify items stored at a particular location.
- Space: Filter by the designated space within a location.
- Apply filters for a refined search. Available filters may include:
-
Activating Additional Filters:
- Check the 'Show Inactive?' box to include inactive inventory items in your search results.
-
Reviewing Inventory List:
- Once filters are applied, review the inventory items that appear in the list.
- Once filters are applied, review the inventory items that appear in the list.