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Difference between revisions of "Current Inventory"
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==Customizing your Search== | ==Customizing your Search== | ||
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To customize your search results and save a search to use again, click the "Customize" button just below the search options. | To customize your search results and save a search to use again, click the "Customize" button just below the search options. | ||
===Saved Searches=== | ===Saved Searches=== | ||
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*Enter a Name and Description for your search | *Enter a Name and Description for your search | ||
*Search Filters | *Search Filters | ||
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*To add or exclude a filter, check or uncheck the '''Show''' box. | *To add or exclude a filter, check or uncheck the '''Show''' box. | ||
*Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search. | *Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search. | ||
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Revision as of 14:55, 11 May 2017
| TrackAbout Feature | |
|---|---|
| Feature Name: | Current Inventory |
| In Module: | Core Tracking |
| Short Description | The Current Inventory page of the TrackAbout website allows for quick, customed searching of your entire asset population |
| Available In: | TAMobile 5, TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS |
| ← Back to list | |
Overview
One of the most basic problems that TrackAbout can solve for your business is not knowing where your assets are. After you have begun tracking with TrackAbout, finding your assets is easy. The Current Inventory page gives you powerful inventory reporting tools with simple and intuitive filtering options.
View this video for an overview of how to use the Current Inventory Report.
Why do you need it
The Current Inventory page allows you to search for assets based on a variety of search parameters that you define. This allows you to answer real business questions or create valuable datasets for analysis.
How it Works
The Current Inventory page allows you to view, search through, and filter your inventory to see specific datasets.
Available filtering options
- Location
- search for assets at a single location, multiple locations, or all locations
- Asset Classifications
- search for assets in a given category, group, type, or product code
- Ownership
- separate your company-owned from customer-owned assets
- Days since last scan
- find you busiest assets and your idle assets
Other option for filters will be available if you are using the following features:
Working With Search Results
After you have executed a search you can view the results in a grid below the search parameters, titled Inventory by Location. This grid includes links to individual assets, as well as customer and internal locations.
Results from this grid can be exported to Excel by clicking the "Export" button just below the search options.
Customizing your Search
To customize your search results and save a search to use again, click the "Customize" button just below the search options.
Saved Searches
- Enter a Name and Description for your search
- Search Filters
- To add or exclude a filter, check or uncheck the Include box. Some filters are required: for those filters, the Include box will be checked, but disabled.
- Optionally, you may specify one or more Default Values for each filter, depending on the type of filter. Any filter selections you make on this screen will be saved with your search.
- You can also lock filters. When viewing a search, you cannot change the value of locked filters.
- Click and drag the handles in the Order column to change the order in which the filters are displayed when viewing the search.
View Saved Searches
The View Saved Searches link can be found in the upper left hand corner of the Current Inventory page.
Results
The results tab will allow you to select which filters will be displayed on the results page after the search is ran.
- To add or exclude a filter, check or uncheck the Show box.
- Click and drag the handles in the Order column to change the order in which the filters are displayed when viewing the search.
Notes
Keywords
Current Inventory Saved Search Asset Search Search by Location Customized Search Inventory