Managing Inventory
The inventory page allows you to see your: start quantity, received, depletions, transfers, current quantity, CU Price, and dollar amount for each item in your inventory for the current period. In addition, you can filter by category, subcategory, and vendor.
To access your inventory page, follow these simple steps:
Select Inventory > Inventory:
From here we can see the items that are in the inventory database. You have the option to filter by category, subcategory, and vendor dropdowns.
If you click the History button in the upper right of the inventory page you can see a historic account of your items. A specific date can be applied to the Date section.
*note* - The Start column is from the last audit prior to the selected start date.
Some things to keep in mind
- This information can also be exported to excel and printed as needed. Simply click the Excel button in the upper right quadrant of the screen.
- Note: You will also find the option to Star (favorite) an item in your inventory. While not required, this feature can be used for filtering your items, such as favoriting items you order frequently, favoriting items you sell/deplete often, etc.