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Inventory Tab

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Inventory Tab

  • April 3, 2025
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Back to: Kiosk Users

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Important: You must complete the section “General Kiosk User” before beginning this section.

From the Kiosk Dashboard, press Inventory to go to the Inventory Tab:

The Inventory Tab looks like this:

  • Use the Search bar to look for a specific inventory item.
  • Use the Supplier, Location and Brand drop-downs to filter results.
  • Use the Show Removed checkbox to toggle whether you can see inventory items that have been picked for jobs.
  • You can control the columns display in the Inventory Tab. (See General Kiosk User > Using Your Agenda Screen.)
  • Click into an inventory item to view details:

Press Update to change the quantity of items.

Type the new number and Save Changes:

If the inventory item has been allocated to a job, you will see the Picking List button.

Press this to view the picking list for the job:

If any items have been picked, use the tick boxes to select them or type in the quantity cells and click Remove from Inventory:

View any Notes underneath an inventory material. Click Add Note to type a new note, or click the three-dot menu next to a note to Edit or Delete it. (You can only do this if you have the relevant staff permissions.)

Previous Lesson
Leads Tab
Lesson 2 within section Sales Team Kiosk User.
Next Lesson
Job Alerts Tab
Lesson 1 within section Factory Floor Manager Kiosk User.

Course Syllabus

  • General Kiosk User
    • Kiosk Mode Link
    • Clocking On and Off
    • Dashboard
    • Using Your Agenda Screen
    • Jobs Tab
    • Tasks Tab
    • Purchase Orders Tab
  • Sales Team Kiosk User
    • Contacts Tab
    • Leads Tab
  • Storeperson Kiosk User
    • Inventory Tab
  • Factory Floor Manager Kiosk User
    • Job Alerts Tab
    • Target Calendar Tab
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