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. To quickly access an Inventory View page, tap Search in the bottom navigation bar to access Universal Search and look for a specific piece of Inventory.

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

Status

Use a Status 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 the Status from an Inventory View page:

  1. Navigation to an Inventory View by tapping on the Inventory item or using Universal Search to find it. 
  2. Scroll down and tap the dropdown below Status.
  3. Tap the desired Status displayed on the list.
  4. Tap Save.


Categories

The default list of Categories varies by department. Categories can be customized on the web app to work best with your production. Once you’ve customized Categories, 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 the dropdown below Category.
  3. Tap 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 the dropdown below Storage Location.
  3. Tap 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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