Inventory Management – July Release Notes


August 1, 2019

What’s New in Inventory Management on our Dashboard in July?

We keep improving Inventory Management on our new Dashboard!

Enjoy a flexible view of your inventory with our column customisation functionality and download your own reports to drill further into your data. This upgrade is now available to all our customers currently using Inventory Management on Dashboard v3.

In case you missed our previous release, follow this link to learn more about how to make the switch to our new Dashboard and start enjoying a much faster and smarter platform.

 

Column Customisation

You now have the power to customise each of the views on the Inventory List so that you can make sure that it is displaying the information most relevant to you.

 

To customise your Inventory List view on Dashboard, follow these steps: 

 

Step 1: Select Edit Column Setup to customise your Inventory List columns.

 

Step 2: Select the columns you would like to be visible in your Active Columns and then select Save Changes.

 

Step 3: Your list preferences are now saved. Your inventory display will automatically update to reflect the columns you have selected.

 

Download as CSV Functionality

The Download as a CSV function provides you with the flexibility to store and generate your own reports and use the power of a spreadsheet tool like Microsoft Excel to drill further into your data.

 

To download your reports as a CSV file, follow these steps:

 

Step 1: Select the Displaying Inventory List for the category that you wish to download. Refine your list using the Search Dealership, Category and Search filters and then select Download as CSV.

In the example below, Excluded Items has been selected as the Displaying Inventory List. 

 

Step 2: Nominate the columns you would like to save to your CSV file and then select Download CSV button.

 

Step 3: You will be asked whether you wish to Open or Save the created file. Select your preference and click OK.

 

Success! You have now downloaded your customised report as a CSV file directly from Dashboard v3.

 

We’re here to help! 

If you would like more information about Inventory Management on Dashboard v3, and the new functionalities included in this release, please contact our Customer Experience team on 1300 66 11 33 or send us an enquiry via our Customer Service Portal – we would love to help.