Navigating and filtering the inventory calendar

Take control of your inventory planning with the Inventory Calendar, a powerful visual tool that helps you navigate availability, filter by category or item, and stay ahead of demand across your entire catalog.

Learn how to navigate, filter, search, expand/collapse content, share, bookmark the Inventory Calendar, and save your filter selections.

Are you new to our Inventory Calendar? Start by reading the first article in this series, Introduction to the Inventory Calendar.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Calendar > Item/Product > Inventory Calendar
   

What more do I need to use this calendar?

• Admin or restricted permissions to View calendars, Change Daily Inventory Availability
• Inventory (items/products) configured within Checkfront.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

The following date options allow you to refine the Inventory Calendar to meet your needs.

The calendar displays four weeks at a time, with the current week as the default. Click Today to return to a view of the current week and today's inventory at any time!

1. Go to Calendar > Asset.
2. Click the Today button.

You can jump back (<) in the calendar by four weeks and/or forward (>) by four-week periods.

1. Go to Calendar > Inventory.
2. Click the jump back (<) or forward (>) buttons until you arrive at the desired time window.

You can scroll backward (<) or forward (>) through four weeks' worth of your selected dates to manage your inventory without leaving the page.

1. Go to Calendar > Inventory.
2. Find the arrows next to the date columns.
3. Scroll backward (<) or forward (>) through four weeks' worth of data.

Alternatively, you can choose a specific start date by selecting a date from the drop-down calendar or entering it directly into the field provided.

1. Go to Calendar > Inventory.
2. Click in the date field next to the Today button.
3. Enter or select the start date.

Clicking the arrow under the Category label opens a drop-down menu of available inventory categories. By default, All categories of inventory are displayed within the calendar.

Select one or more categories from the list to filter out inventory by category, leaving only those from your chosen categories.

Do you have a long list of categories? Then enter the category's name in the search field above the open menu, and the list is limited to those values that start with the same letters. From there, you can easily select the category!

1. Go to Calendar > Inventory.
2. Click the Category field to open the drop-down menu.
3. Select one or more categories from the displayed list.

You can also filter the Inventory Calendar for select items/products. Click the arrow next to the Item/product label to open the drop-down menu, and the list of available inventory displays.

This filter can be used independently or in tandem with the category filter. If one or more categories are selected, then the item/product list is restricted to those available for the selected category or categories.

As with the category filter, you can also type in the name of the item/product you are looking for in the search field, and the list will be limited to those items/products that match your entry. This option is a convenient solution for those with long inventory lists.

1. Go to Calendar > Inventory.
2. Click the Products filter.
3. Select one or more categories from the Products drop-down menu.

Enter a keyword in the Search field to filter the Inventory Calendar for a select inventory. Only items/products that contain the keyword in their name display.

1. Go to Calendar > Inventory.
2. Enter a keyword, e.g., Bus Tour, into the Search field.
3. Review the filtered results.

By default, timeslot and per time/flex time rows are collapsed. This way, you can see the availability of as many items/products as possible.

You can expand or collapse select item/product rows via the arrow icon (>) next to the item/product name to view or hide specific times. 

1. Go to Calendar > Inventory.
2. Click the Expand or Collapse rows option.
3. Scroll down the page to view the inventory in focus. 

You can share a link to the Inventory Calendar! Copy the URL from the Inventory Calendar page's address bar and paste it into the communication channel you prefer. Clicking the link will take you to the Inventory Calendar with any date, category, and item/product filters applied.

The Inventory Calendar page can also be bookmarked in your browser so you can quickly return to your preferred view.

To access the linked content, recipients of shared links need to have Staff account access to view the Inventory Calendar. When clicking the link, they will be prompted to log in if they are not already logged in.

1. Go to Calendar > Inventory.
2. Copy the URL from your browser address bar to share the link.
3. Bookmark the page to return to it later with select filters applied.

You can configure your account to retain your filter selections across most reports and features, so you don't have to select your preferred filters repeatedly.

 

Learn more about profile settings For a detailed look at your Profile Filter settings, check out the following article: Managing your Admin, Staff, or Partner account profile

Next Steps

The following article in this series looks at managing inventory from the Items/Product tab of the Inventory Calendar.

< Introduction to the inventory Calendar  |   Managing inventory availability from the inventory calendar >