2.4: Searching and Filtering Inventory (Tool Connect™ Site Manager)

2.4: Searching and Filtering Inventory (Tool Connect™ Site Manager)

On the web

Searching

From the 'Inventory' screen, click or tap on the search field.

 Search field selected

Enter a tool description, inventory number, category name, etc. and hit enter. Any relevant results will be displayed. 

Search results displayed

To clear your search and return to your full Inventory list, click the "X" next to the search term to view all items in your inventory. 

Filtering

If you are not already in the Inventory view, click on the Inventory option on the top left hand side of the screen. Filter gives you the ability to filter by a tool's category or location.

Filter selected no selections

Click on the field you wish to filter by, and select the category or location you wish to view. 

Filtering fields selected

You can apply multiple filters to further narrow down your results. To clear your filter, click "Clear All", you will be returned to your default inventory list.

Filtering selections cleared

 

In the Mobile App

Searching

If you are not already in the Inventory view, click on the 'Inventory' tab on the bottom of the screen. Tap Search at the top of the screen 

Inventory search selected

and enter the term you wish to search for, then tap 'Search' and all relevant results will be displayed. 

Search Results

To clear the search tap on the "X" next to the search term to view all items in your inventory.

Filtering

If you are not already in the Inventory view, click on the Inventory tab on the bottom of the screen. 

Inventory view nothing selected

Tap filter on the bottom of the screen, you will be presented with a number of options to filter and sort by.  Tap the options you wish to use and tap "Apply Filters",

Filter screen no options chosen     

you will be returned to the inventory list with the newly applied filters and sort selections. 

   Filter view selections made

To clear your filter, tap filter, then tap reset in the top right corner, you will be returned to your default inventory list.







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