Navigating and filtering the Inventory Calendar (Item/Product tab)

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Locate: Calendar > Item/Product > Inventory Calendar > Items/Product tab
Prerequisites: 

• Admin permissions or restricted permissions to View calendars and Change Daily Inventory Availability.
• Inventory configured within Checkfront.
• Our newest, refreshed version of the Inventory Calendar, 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).

 

Classic ---> Legacy (2020) ---> Newest version (2022) This inventory calendar replaces the classic and legacy versions. The rollout of this new calendar to new trials begins on August 16, 2022. Existing Customers can voluntarily opt-in as of this date via the banner at the top of the calendar. Please reach out to Customer Support with any questions or concerns.

 

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 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 newest version, your calendar looks like the screenshots in this series of articles!

 

In this article, we look at your navigation and filter options within the Item/Product tab of the Inventory Calendar.

Are you new to our refreshed version of the Inventory Calendar? Then, be sure to read the first article in this series Introduction to the Inventory Calendar (Item/Product tab).

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the extensive features of the Item/Product tab of the Inventory Calendar.

 

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

 

The calendar displays one week at a time, defaulting to the current week. Click Today to return to a view of the current week and today's inventory at any time!

 

You can jump back (<) to the previous week and/or forward (>) to the next week. 

 

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.

 

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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.

Do 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 is then 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 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 is a convenient option for those who have long lists of inventory!

 

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To filter the Inventory Calendar for a select inventory, 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, the calendar rows are expanded. Item/product sections can then be collapsed and expanded to suit your needs.

 

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

 

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You can share a link to the Inventory Calendar! Simply copy the URL from the Inventory 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: Managing your Admin, Staff, or Partner account profile

 

In the next article in this series, we look at managing inventory from the Items/Product tab of the Inventory Calendar.

 

 

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< Introduction to the Items/Product Calendar  |   Managing inventory from the Inventory Calendar >

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