Inventory Manager

The Inventory Manager can be used to track and manage items and item inventory levels in Order Management. The Inventory Manager dashboard contains Item Summary, Item Sets, and Item Browser sections that let you manage the items that make up the inventory across all sites. You can also search for items from the Quick Search drop-down list at the top of the Inventory Manager page. See Queues for details on the item queues, which are used to track and manage items sold in the system.

To access the Inventory Manager, select Inventory Manager from the Inventory accordion menu. The Inventory Manager page appears. From here you can create and manage items and inventory activities including:

Item Operations: The various item operations that can be performed routinely or on demand, based on your company's needs.

Inventory Operations: The various inventory operations that manage the inventory and item inventory levels.

This topic includes the following sections:

Inventory Manager Dashboard

The following table describes the components of the Inventory Manager dashboard:

Fields and Buttons Description
Item Summary section Shows the item queues, which show the number of items and the total currency amounts in different workflow states, such as Alerted, Available, Inventory, Waiting approval, and Waiting Filing.
  [view] link Shows the full list of item records in the selected workflow state. See Item Search Results for details on the various actions that can be performed on this page. For example, if you click [view] on the "You have XX inventory items", a list of inventory items appears.
New Item link Prompts you to confirm that you want to add a new item into inventory. If Yes is selected, the New Item page appears where you can add general, category, and attribute information for the new item. See Creating New Items for steps to create a new item for inventory.
Item Sets section Shows the user-defined groups of item records. When a set is created, items might be added to or subtracted from the set. A set can be a Company Wide set, which is visible to all users, or a user set ("My Sets"), which is only visible to the user who created it.

Sets might be used to execute queries, to filter list-based jobs in the jobs system, and to execute bulk actions.

  Item Set link Shows the full list of search results of items in the item set. See Searching for Items for details on the actions that can be performed from the Item Search Results page.

See also Item Sets for step to create item sets, add items to an item set, remove items from an item set, and rename item sets.

Edit link Renames the item set. Click Update to save the new item set name. See Renaming Item Sets.
Trash can icon () Deletes the item set.
Item Browser section Allows browsing of items by catalog and category. When you select the catalog from the drop-down, the associated category hierarchy is shown. See Browsing Items by Catalog and Category in the Item Browser Section for detailed steps. If you click on a category link, the item search results page appears. See Searching for Items for details on the actions that can be performed from the Item Search Results page.
  Only Show Available Items checkbox A checkbox to restrict the search results to items in an available state. By default, this box is checked.
Catalog drop-down A drop-down of available catalogs. Note that the default selection of -Any- includes all catalogs.
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