Switch Inventory Views

How to Toggle Between Three Lot View Options

Inventory View Descriptions

  1. View 1: Grouping Inventory by Product Type and Section. Lot::Toggle-View01
  2. View 2: Big Table list (spreadsheet-style view). Lot::Toggle-View02
  3. View 3: Grid View. Lot::Toggle-View03

Method 1: Two List Views

  1. From the Dashboard select Inventory. Lot::Toggle-View04
  2. To switch between Views, select the list view (bulleted list) button adjacent to Create at the top-right of the screen. Lot::Toggle-View05

Method 2: Grid View

  1. From the Dashboard select Inventory. Lot::Toggle-View06
  2. Select the Grid View button in the top-right of the screen. Lot::Toggle-View07
  3. Within Grid View there are a variety of filters that allow for further refinement:
    • Where are my products located?
      • Section/Product - products listed by section. Lot::Toggle-View08
    • What varieties are in each section?
      • Section/Variety - varieties listed by section. Lot::Toggle-View09
    • What varieties do I have of each product?
      • Product/Variety - varieties listed by product. Lot::Toggle-View10
    • Where is each product located?
      • Product/Section - sections listed by product. Lot::Toggle-View11
    • What products do I have for each variety?
      • Variety/Product - products listed by variety. Lot::Toggle-View12
    • Where are my varieties stored?
      • Variety/Section - sections listed by variety. Lot::Toggle-View13

Setting a Default View

  1. From the Dashboard select Inventory. Lot::Toggle-View14
  2. Select the Asterisk (Star Menu) button in the navigation bar. Lot::Toggle-View15
  3. Select UI Settings. Lot::Toggle-View16
  4. Select Grouped By Product & Section or Big Table List. Lot::Toggle-View17
  5. Select Save. Lot::Toggle-View18