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Viewing a list of storage items across all storage documents

The Storage Items List is a view that combines Storage documents and Storage Items. This means that you can quickly and easily access specific items within a storage document without drilling down into individual storage documents, as with the Storage Documents screen. This view also gives you the flexibility to sort, filter, and export storage document information based on a number of attributes at the item level across all your storage documents.

To view a combined list of Storage items and Storage Documents:

  1. From the navigation bar on the left, select Inventory>Storage Items List. A full list of storage items appears. Multiple lines can represent one storage document.
  2. To view a specific storage item:
    • Double-click the record

    OR

    • Highlight the row of the storage item you want to view. (The background turns green.) Click View icon View up above.
  3. The storage document displays. General storage document information is up above and a list of items is below.

To filter the Storage Items List:

  1. Select a field by which to filter with the drop-down Filter menu above the list.
  2. Enter the criteria (full or partial) into the Contains field. Click Filter.

    The list view shows up to 25 items per page. The filter applies across all pages.

  3. To undo a filter you previously applied, click Show All.
  4. Click the advanced filter icon Advanced Filter icon for additional filtering options. More info...

To sort the Storage Items List:

  1. Click a column header to sort the list by that column, in ascending order.
  2. Click the same column header again to sort descending. SmartTurn remembers the most recent column you sorted on, and applies that as a default sort order next time you come to the Storage Items List view, or next time you log in.

    The list view shows up to 25 items per page. The sort applies across all pages. More info...

To export the Storage Items list:

  1. Sort or filter your list to isolate the group of records you want to export. You can also export the entire list, unfiltered, if you want. You can export up to 10,000 records.
  2. Click Export icon Export from the toolbar. The Export pop-up appears.

    Important: Do not close this pop-up. Closing the pop-up cancels your request for exported data. If needed, you can minimize the Export pop-up.

  3. Optionally, continue working in SmartTurn while your export request is being processed.

    Note: You can only create one export request at a time. However, you can continue with all of your other work in SmartTurn.

  4. When the export is complete, a dialog opens asking you if you want to open or save the file.
  5. Select Save. Save the file to a directory on your machine.
  6. A spreadsheet appears with the data you selected. SmartTurn exports many attributes of your data, not just the columns you see in the list view.
  7. At this time, it is safe to close your Export pop-up. Select Close if the pop-up does not automatically close once your export is complete.

See Also

Storage

Viewing a storage document

Creating a storage document

Exporting a storage document

Storage document field descriptions

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