Using the Inventory Item Query Window - An Example

The following is a detailed example of how to use the Inventory Item Query window. All query windows work in a similar way.

The Inventory Item Query window is a powerful tool that allows users to look up, customize, filter, drill down, and sort Inventory Items in Connected. It is especially handy for companies that have large inventory lists. Saving different "Views" can help quickly find information fast using preset lookups.

Some ways the Inventory Item Query window is used include:

- Generating a list of items with custom columns in a specific order

- Low Stock Alert view, which uses minimum quantity values

- Reporting and review of Purchase Unit of Measures

- Vendor Focused Review, filtering items from a specific vendor

- Purchase History, showing purchases/items within a time period

TABLE OF CONTENTS

• Example: Connected Views with the Inventory Item Query Window
• Customizing the Inventory Item Query Display Columns
• Using the Advanced Find 
• Using the Item Query window to Create POs
• Other Actions
  • Exporting Query Results
  • Pinning an Inventory Item
  • Adding/Viewing Notes using the Query Window
  • Viewing Inventory Item Record Info from the Query Window

Example: Connected Views with the Inventory Item Query Window

Connected Views is a feature that is available in all Query windows.  Learn how to use Connected Views

There are a number of ways to use the Connected Views feature in the Inventory Item Query Window.

Example:  A saved view can be created that shows restocking information. 

Customizing the Inventory Item Query Display Columns

The columns in any Query window can be customized to suit individual user needs. There are many different columns to choose from. The following steps walk through how to change the columns displayed.

Select Change Columns from the icon as shown in the following screen.

The following screen will open up with all the columns that are available to choose from.  Check the columns that are needed to appear in the query window.

TIP: The order of the columns in the Query window can be changed by clicking on the desired column option, holding the mouse button, and dragging the column name into the new position in the list.

NOTE: When Connected is closed, the columns will be saved in the exact order they were in when the user logged off. Each user can have their own unique column settings based on their user name and password in conjunction with Connected Views.

Using the Advanced Find 

The Query windows are equipped with a powerful Advanced Find option which allows multi-tiered queries to help filter large lists for very specific results.

Below is an example using the Inventory Query Window Advanced Find

To use this feature, select the Use Advanced Find checkbox as shown in the following screen.

To define a query:

• Choose a field to query on. In the following screen, three fields have been selected, "Item No", "On Hand Qty", and "Analysis Code".  More fields can be added by selecting the + sign to the right of the query entry.

• In this example, the Item No can be queried by selecting "Begins with", "Equal to", or "Contains".  For example, if you query the Item No for any code that beings with 'E', all items that have codes that begin with 'E' in the Item No field will appear in the results window.
• To drill down into an item, double click on it to open the Inventory Items window.
• The following screen shows the query results of: Begins with "E", On Hand Qty Less Than '200', and Analysis Code Is "EQUIP".    This Query filtered the list from 30 items to 7.

Using the Item Query window to Create POs

Create PO's from Inventory Item Query Results

Other Actions

Exporting Query Results

To export the results of the Item Query window, select Text File or Spreadsheet from the icon menu as show below.

Pinning an Inventory Item

To pin an inventory item click the "Pin" icon when the Inventory Item line is selected, as shown in the following screen.

If an inventory item has already been pinned, the "pin" icon will display this when the inventory item line is clicked on.

Learn more about how Connected Pins work.

Viewing Inventory Item Record Info from the Query Window

To view the record info for an inventory item, click on the inventory item line in the query window and then click the Info (i) icon, as shown in the following screen.