How To Create Folders & Filter Inventory Items
What Are Inventory Item Folders & Filters?
Chances are, you’re creating a lot of Inventory Items in your Arryved Portal, and you’ll want a way to organize and search for them quickly.
Filters are used to search for Inventory Items quickly in your Portal. You can use filters to search within one of your Inventory Item Folders or from the entire Inventory Item list. This article will show you how to create Inventory Item Folders and use filtering.
Prerequisites
To view and edit Inventory Items in your Arryved Portal, you must be a Super Admin or an Admin with one of the following Portal Permissions:
INVENTORY
ARRYVED VIEW
ALL ACCESS
FULL ADMIN
Limitations
Inventory items can be filtered by name, short name, ID, Item Code, and Item Type. No other filters are offered.
How It Works
Inventory Item Folders
You can create any Inventory Item Folders you’d like to keep your long list of inventory organized. This does not affect how your active Inventory Items are organized in Arryved Service. Item Types do that job.
Head to your Arryved Portal.
From the left side navigation, click Inventory.
Click Inventory Folders to drop down the list.
Click All, to see a list of all of your Inventory Items.
Click the Plus Sign at the bottom to create a new Folder.
Give the Folder a name in the Description field.
Click Save.
Create as many Folders as you’d like.
You’ll click into a Folder and add the appropriate Inventory Items from there.
Keep reading to learn how to filter your inventory!
Filtering Inventory Items
Filtering is used to quickly search for Inventory Items in your Arryved Portal.
From the left side navigation, click on Inventory.
Click on Inventory Folders.
Click on All to filter from the entire Inventory Item list, or click into one of your Folders.
Under the name of the Inventory Item Folder, click on > Filters / Columns, to drop down the filter options.
Enter a keyword into one of the following fields,
Inventory Item Name
Short Name
ID
Item Code
Item Type
Press the enter key on your keyboard to search. Your search results will appear in a table. The checkboxes included in the filter options, dictate which columns will appear on the table.
State
The state of the Inventory Item. Active, Inactive, or Out (kicked)
Inventory
The name of the Inventory Item Folder that the item lives in.
Name
This creates two columns, the name of the Inventory Item, and the Online Name if one was applied.
Short Name
The Short Name of the Inventory Item.
Type
The Item Type of the Inventory Item.
ID
The ID of the Inventory Item.
Item Code
The Item Code of the Inventory Item.
Menu State
This will tell if the item is on any menus or not.
Related Articles
How To Create An Inventory Item
Related Articles
How To Create Inventory Items
What Is Inventory In The Arryved Portal? In the Arryved Portal, you will create all of your possible menu items as Inventory Items. Inventory Items can be any menu offering from food, drinks, beverages on draft, merchandise, etc. This article will ...How To Create Item Types
What Are Item Types? Item Types are for organizing your inventory. They create buttons in Arryved Service that your menu items are grouped under for easy ordering. You’ll create whichever Item Types you’d like, unique to your business needs, and ...How To Create A Deposit Item
What Is A Deposit Item? You may have items such as a keg or tap handle which you take a deposit for. Maybe you take deposits for a private event or some other reason. This article shows you how to create your deposit Inventory Items in your Arryved ...How To Create A Gift Card Item
Gift Cards At Arryved Gift cards are great for gift-giving and keeping a smile on those friendly faces that frequent your establishment! If gift cards are a must-have for your business, Arryved can help! This article shows you how to create a gift ...How To Add Unit Sizes To Inventory Items
What Are Unit Sizes? Unit Sizes are how different sizes and prices can be applied to an Inventory Item. In your Arryved Portal, you will create all your possible Unit Sizes and add the applicable sizes to each of your Inventory Items. This article ...