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Sites List View: Inventory

Sites List View: Inventory

Sites represent Plants, Warehouses, Distribution Centers, or any other object that manages inventory balances. They are used in Inventory to record the location and balances of products. The purpose of this page is to add, edit, remove, and activate/inactive these records.

(lightbulb) This list view also contains columns for each 'Lot Certification' with a certification 'Type' of "Item & Site" or Site Only". Because these are user defined, they are not included in the default view but can be added a saved layout.

Software Version: 2019.11.08 and newer

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Toolbar IconsDescription
DeleteDeletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

EditOpens the selected record for editing. If a record is not selected, the page will not open.
Excel Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. 
Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

(lightbulb) Users must log out and back in before the pages will be visib