Filtering by Source or Supplier

Last Updated January 11th, 2018 by Becca Ellig

Filter by Source

Filtering by Source allows you to break down order counts ny each source, and Transactions by each source. A Source is a place where your stock/inventory are being used or kept.


How to filter by Source:

  1. Navigate to Items from under the Inventory menu.
  2. Click the Choose a Source link and select a source you'd like to filter by.
  3. Optionally, you can choose to click the checkbox next to Only show items available in the source on the Inventory Items tab to grey out Items that are not at the Source and to update Totals and Counts.

Filter by Supplier

Filtering by Supplier allows you to view Items from a specific supplier and Transactions with a specific supplier. All other items will be removed from the list.


How to filter by Supplier:

  1. Navigate to Items from under the Inventory menu.
  2. Click the Choose a Supplier link and select a supplier to filter by.


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