Filter Items - Warehouse Inventory

Similar to other modules, the Warehouse Inventory Module has a filter feature. Currently, you can only filter stock items. For more information on filtering stock items, please look below. (If you would like to learn how to search for items in your warehouse inventory visit >> Searching for Items - Warehouse Module.)

Filter Items (Stock only) - List View

Since there are different views within the Warehouse Inventory module, it is important to follow the steps for the specific view you would like to manipulate. "List View" is a simplified view that lets you see multiple stock items with a few of their key details. For more information on different views please view the following article >> Different Views - Warehouse Module.

To filter items within "List View" the sidebar must be visible. To learn more about the sidebar and how to make it visible, look to the image below.

Filter Tool	Description
Warehouse*	Filter by warehouse
Location*	Filter by location
Category*	Filter by category
Active*	Filter by an item's status
Department	Filter by one or multiple departments

*You can only filter by one dropdown item at a time. For example, you cannot sort for items in multiple categories at a time, you can only sort for one category.

How to Use the Stock Item Filter

To filter your stock items follow the steps below:

1. Navigate to the Warehouse Inventory Module by hovering over the Warehouse icon on the left hand side of the screen and clicking on "Warehouse Inventory". 
   
2. Click "List" on the top bar.
   
3. Make sure the sidebar is visible by clicking on the 3 gray lines on the top left of the screen.
   
4. Click on the "Filter" bar to view the different filter criteria.
   
5. Select the criteria you would like to filter by by clicking on the dropdown arrows or by clicking on the field box. Remember, if a field has a visible dropdown arrow, you can only select one of those fields from the list. If the field does not have a dropdown arrow, then you can select multiple filters for that category.
   
6. Your list should update with each filter as you select it. To reset your filtered view click the "Reset" button at the top of the sidebar.
   

Please note that your last view will hold within each module, meaning if you set up a filter for your stock items, that filter will remain until you reset your filter OR log out of the NEXGEN application.

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