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Catalog: Managing & Exporting Your Catalog

With a populated Catalog, you need tools to sort, filter, and audit your stock. This guide explains how to customize your view and export data for external analysis.

Updated over 3 weeks ago

Inside Inventory Categories

Click on any category to view the items inside. The table view includes the following default columns:

  • Name: Name of the inventory item.

  • SKU: Stock Keeping Unit number.

  • Onhand Quantity: Current stock available.

  • Active: Status of the item.

  • Reorder Point: The threshold quantity at which you need to reorder.

  • Actions: Options to edit or delete items.

Filtering & Customizing:

  • Search Bar: Find specific items quickly by name or SKU.

  • Status Filter: Use the drop-down to filter items based on whether they are Active or Inactive.

  • Sale Item Filter: Refine your view to show only items marked as Sale Items.

  • Clear Filters: Click Clear to reset the view.

  • Columns: Click the columns button to select or deselect specific data points you want to see in the table.

Exporting Your Data

  • Print: Send the current view to a printer.

  • Export: Download your catalog as a PDF or Excel file for offline analysis or auditing.

Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.

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