Inventory Calendar - New Experience: Navigation & Filters

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Calendar > Inventory
Early Access: Optional early access is now available to all accounts! Available permanently for all new accounts created after December 1, 2020. Learn how to enable early access here.
Prerequisites: 

• Admin permissions or restricted permissions to View calendars and Change Daily Inventory Availability.
• Inventory configured within Checkfront.
• The Inventory Calendar is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
• Interested in using the Inventory Calendar with products (Inventory > Products)? Your account must be a member of our Early Access Program. 

 

Early Access Program The new product feature mentioned in this article is also currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

 

Be sure to read our overview of the New Inventory Calendar Experience, before starting!

 

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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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< Inventory Calendar - New Experience: Introduction  |   Inventory Calendar - New Experience: Adjust Inventory >

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