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All You Need to Know About the Items Section in Inventory

The Items section of Resova’s Inventory module is an essential tool for managing your business’s offerings. It provides a centralized space to organize, track, and manage your inventory, allowing you to optimize operations and improve customer experience. This section is divided into two main components: the All Items Tab and the Item Categories Tab, offering flexibility and control over your inventory structure.


Overview of the Items Section

The Items section is the foundation of your inventory management system. It allows you to:

  • View and manage all items in your inventory.
  • Track item performance through bookings and sales metrics.
  • Organize items into logical categories for streamlined operations.
  • Customize inventory views using advanced filtering and sorting options.

By understanding how to utilize both the All Items Tab and the Item Categories Tab, you can ensure your inventory is optimized for your business needs.


All Items Tab

The All Items Tab provides a comprehensive view of every item in your inventory, making it easy to manage and monitor individual items.

Key Features:

1. Item Overview:

  • Thumbnail Preview: Displays a visual representation of each item.
  • Performance Metrics:
    • Total bookings.
    • Total sales.
  • Last Updated Information: Shows when the item was last modified and by whom.

2. Search and Filter:

  • Search Bar: Quickly locate items by name.

  • Sorting Options:
    • Default (Item order).
    • Alphabetical (A-Z or Z-A).
    • Creation date (Earliest or Latest).

  • Filters: View items based on status (Active, Hidden, or Inactive).

3. Grid View vs. List View:

  • Switch between Grid View (visual thumbnails) and List View (detailed rows) for different inventory management perspectives.

4. Managing Items:

Access management options by clicking the gear icon on an item’s thumbnail:

  • Manage Item: Edit the item’s details and settings.
  • Duplicate Item: Create a copy for quick additions.
  • Publish Item: Make the item visible and available.
  • Delete Item: Remove the item from your inventory.


Item Categories Tab

The Item Categories Tab is designed to help you group related items, enabling better organization and faster navigation within your inventory.

Key Features:

1. Category Overview:

  • Thumbnail placeholders for categories.
  • Assigned items count for each category.
  • Last updated details, including the date and author of changes.

2. Category Management:

  • Click the gear icon to:
    • Manage Category: Edit category details and settings.
    • Duplicate Category: Create a copy for a similar grouping.
    • Publish Category: Make the category live for use.
    • Delete Category: Remove the category permanently.

3. Creating a New Category:

  • Click the blue + button in the bottom-right corner.
  • Enter the required details for the new category.
  • Save the category and start assigning items.

4. Search and Filters:

  • Use the search bar to locate specific categories.
  • Sort and filter categories similarly to items in the All Items Tab.

How the Tabs Work Together

The All Items Tab and the Item Categories Tab complement each other to provide a robust inventory management system:

  • Use the All Items Tab to manage individual items, monitor their performance, and update details.
  • Use the Item Categories Tab to group related items, simplify navigation, and maintain a structured inventory.

Best Practices for the Items Section

1. Regular Updates:

  • Keep item details, pricing, and availability accurate.
  • Review performance metrics to optimize inventory.

2. Logical Organization:

  • Assign items to relevant categories for better inventory flow.
  • Use descriptive names and images for easy identification.

3. Leverage Filters and Sorting:

  • Utilize filtering and sorting options to quickly locate and manage specific items or categories.

 

By combining the functionality of the All Items Tab and the Item Categories Tab, the Items section of the Inventory module offers a streamlined and powerful way to manage your business’s inventory. Understanding and leveraging these tools will enhance efficiency and allow you to focus on growing your business.