Table of Contents

[Mobile] Managing Inventory

Taylor Tew Updated by Taylor Tew

On the mobile app, view and manage existing Inventory from an Inventory View page. Quickly access an Inventory View page by using Universal Search to look for a specific piece of Inventory. 

Inventory Search

To better manage your Inventory, you can assign each piece its own Status, Category, or Location.

Note: If you have a lot of Inventory to edit at once, it is faster to use the web app so you can edit Inventory in bulk. 

Statuses

Use Statuses to denote the status of a piece of Inventory. There are 4 Status options available by default:

  • Ordered
  • Received
  • Returned 
  • Shipped
Pro Tip: From the web app, you can customize this list by adding more options or color coding Statuses for clear visual cues for you and your team. You can also bulk update Statuses for your Inventory! 

To edit Statuses from the Inventory View page:

  1. Tap on the Inventory Item or use Universal Search to search for it. 
  2. Scroll down and tap on Status.
  3. Tap the desired Status displayed on the list.
  4. Tap Save.

Categories

The default list of Categories varies by department and these Categories can be customized from the web app to work best with your production. Once you’ve customized your Categories on the web app, you can add Inventory to existing Categories from the mobile app

To edit Categories from the Inventory View page:

  1. Use Universal Search to tap on a specific piece of Inventory. 
  2. Scroll down and tap Category.
  3. Tap on the desired category displayed on the list.
  4. Tap Save.

Storage Locations

Storage Locations do not have any default options listed. To add options to the Storage Locations list, you need to first access the web app.

To add a Storage Location from the Inventory View page:

  1. Use Universal Search to tap on a specific piece of Inventory. 
  2. Scroll down and tap Storage Location.
  3. Tap on the desired location displayed on the list.
  4. Tap Save.

How did we do?

[Mobile] The New and Improved Inventory

[Mobile] Adding and Removing Inventory

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