Navigating and filtering the Inventory Calendar (Legacy)

Classic ---> Legacy (2020) ---> Newest version (2022) These instructions refer to our legacy version of the Inventory Calendar, which is being gradually phased out, starting August 16, 2022. Existing Customers can voluntarily opt-in to the newest version of the calendar as of this date, via the banner at the top of the calendar. Please reach out to Customer Support with any questions or concerns. Learn more about our newest version, here: Introduction to the Inventory Calendar (Item/Product tab)

 

How do I know which version of the Inventory Calendar is enabled for my account? Only a select few historical accounts still have the classic inventory calendar still enabled.  For those on older versions, a banner displays at the top of your calendar inviting you to check out the newest version. For those on the legacy version, your calendar looks like the screenshots in this series of articles!

 

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Calendar > Inventory
Prerequisites: 

• Admin permissions or restricted permissions to View calendars and Change Daily Inventory Availability.
• Inventory configured within Checkfront.
• The Inventory Calendar, the Legacy version, works with both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

Are you new to the Inventory Calendar, the Legacy version? Then be sure to read the first article in this series Introduction to the Inventory Calendar (Legacy).

 

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

 

By default, the period starts with data for Today. Click Today to return to a view of Today's inventory at any time!

 

You can jump back (<) and forward (>) to past and future periods, for example, 6 weeks back or forward.

 

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

 

The Inventory Calendar provides a view into inventory numbers for periods of 1 - 6 weeks worth of data. By default, 6 weeks' worth of information displays at day intervals.

 

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

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

If you have a long list of Categories, then simply start entering the name of the Category within the search field above the open menu and the list will be limited to those values that start with the same letters. From there, you can easily select the Category!

 

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You can also filter the Inventory Calendar for select Items/Products. Simply click on the arrow next to the Item/product label to open the Item/product drop-down menu and the list of available inventory Items/products 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 will be 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 is a convenient option for those who have long lists of inventory!

 

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To filter the Inventory Calendar for a select item/product or items/products, simply enter a keyword in the Search field. Only items/products that contain the keyword in their name display

 

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When you first navigate to the Inventory Calendar, Inventory Calendar rows are collapsed, so you can view all the categories and items/products applicable to the period. Sections and rows can be independently expanded and collapsed to suit your needs.

 

Expand or collapse select Category sections via the arrow icon (>) displayed next to the Category name.

 

Expand or collapse all Item/product rows within a select Category via the icon at the far right of the Category.

 

Expand or collapse select Item/Product rows via the arrow icon (>) displayed next to the Item/Product name.

 

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Once you have expanded at least one Category and Item/Product with inventory numbers displayed, then you can scroll forward and back through all the dates within the select period.

For example, if you are viewing 6 weeks' worth of data, then only the first 15 or so days are in view. You will need to scroll to see future dates.

 

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You can share a link to the Inventory Calendar! Simply copy the URL from the Inventory Calendar page browser address bar and paste the link into the desired communication channel. Clicking on the link will bring you to the Inventory Calendar with any Date, Category, Item/Product, and Search filters applied.

The Inventory Calendar page can also be bookmarked within your browser so that you can quickly and easily return to your preferred view.

In order to access the linked content, recipients of shared links need to have Staff account access to view the Inventory Calendar. They will be prompted to log in if they are not already logged in when they click on the link.

 

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

Learn more about your Profile Filter settings here: Accounts: Profile

 

 

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< Introduction to the Inventory Calendar  |   Managing inventory from the Inventory Calendar >

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