What are inventory lists?

Inventory lists help you organize your items into separate views, so that you don't need to sift through all of your items at once. Each list can have items from different categories as well. For example, if you have a certain assortment of items in your freezer, you can create a freezer list. Then, when you go to take inventory of your freezer, all of the freezer items are readily available without excess scrolling.

If you're interested in setting up custom lists for your company, reach out to us at [email protected] and we can assist you.

Shortcuts

• Accessing your lists
• Adding items to lists
  • New items
  • Existing items
• Removing an item from a list

Accessing your inventory lists:

• On the homepage, click on "Inventory". If you have lists set up, then you will see your lists at the bottom of the screen. Click on any tab to switch to that list. The one highlighted in red is the list you are currently looking at.

(Note: You can also view your lists from "Place an Order" when you go to "Ordering")

Adding items to lists:

• If you are adding a new item, there will be a step at the end of the process for Lists. Click on the box that says "Main only", select the lists you want to add the item to, then click "Done". After that, continue adding the item as usual!

• If you are adding an existing item to a list, right-click on the item. Then, click "Edit item info". On the right sidebar that appears, scroll down to the bottom. Then, click on the button in the lists section.