Sorting Items - Warehouse Inventory

Sorting Items - Warehouse Inventory

Similar to other modules, the Warehouse Inventory Module allows you to sort your stock and non-stock items. For more information on sorting 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.)

Sorting Stock Items - 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 sort stock items within  "List View" you will use the tools in the top bar. The top bar looks like the image below. 




Tool
Function 
Top Bar
  1. Allows you to switch view, sort items, and select all items.

Sort Button
  1. Clicking the sort button changes the order that items are displayed. When the letter "A" is above the letter "Z" your items will sort from lowest to greatest value. When the "Z" is on top, they will sort from greatest value to lowest value.
  2. By default, numbers will be valued lower than letters. For example in a list item "1234" will be valued lower than item "R1234".

Sort Criteria
To change between different sorting criteria, click on the dropdown arrow.

How to Sort Stock Items by Name

To sort stock items by name, 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. Select "Name" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Stock Items by Number

To sort stock items by number, 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. Select "Number" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Stock Items by Cost/Unit

To sort stock items by number, 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. Select "Cost/Unit" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Stock Items by Manufacturer

To sort stock items by number, 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. Select "Manufacturer" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Stock Items by Model Number

To sort stock items by model number, 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. Select "Model Number" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Stock Items by Material

To sort stock items by number, 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. Select "Material" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

Sorting Stock Items - Grid 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. "Grid View" is a more comprehensive view that lets you see your items in an excel sheet format and allows you to add advanced filters. Grid view also allows you to export your inventory to Excel. For more information on different views please view the following article >> Different Views - Warehouse Module.


Sorting Non-Stock Items


How to Sort Non-Stock Items by Name

To sort non-stock items by name, 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 "Non Stock List" on the top bar.
  3. Select "Name" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Non-Stock Items by Number

To sort non-stock items by number, 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 "Non Stock List" on the top bar.
  3. Select "Number" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Non-Stock Items by Manufacturer

To sort non-stock items by manufacturer, 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 "Non Stock List" on the top bar.
  3. Select "Manufacturer" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

How to Sort Non-Stock Items by Model Number

To sort non-stock items by model number, 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 "Non Stock List" on the top bar.
  3. Select "Model Number" from the sort criteria dropdown. 
  4. Your items should automatically sort by the value order shown on the sort button display. If you would like to change the sort order, click the sort button.

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