Skip to main content

Filtering, customizing and exporting the inventory table

How to filter Tracked Inventory by status, choose which columns to show, refresh the data and export the table to a CSV file.

J
Written by James Shepherd

Use this article to filter the Tracked Inventory table by status, choose its columns and export it to a CSV file. The table is on the On Hand tab (Products → Inventory → Stock) and its toolbar makes it easy to focus on what matters and get the data out of Shop+:

Tracked Inventory toolbar

  1. Import

  2. Export – downloads the table as a CSV.

  3. Refresh – reloads the counts.

  4. Status filter – show only products in a given status.

  5. Columns – choose and reorder the columns.

How do I filter the inventory table by status?

To filter the inventory table by status, open the All statuses drop-down in the toolbar and pick a status – In Stock, Low Stock, Out of Stock, No Reorder Point, Pre-order, Backordered, Pending Restock, In Transit, Reserved, Damaged, Returned or On Hold.

Status filter options

The table shows only matching products; choose All statuses to clear the filter.

Filtered to Low Stock

How do I customize the inventory table columns?

To customize the inventory table columns, click Columns in the toolbar, tick or untick columns and move them up or down. Reset restores the default layout.

Customize Columns panel

How do I export the inventory table to a CSV file?

To export the inventory table, click Export in the toolbar. A file named tracked-inventory-YYYY-MM-DD.csv downloads with one line per inventory entry: Entry Id, Product, SKU, Vendor, Unit, Count, Cost, Status and Last Updated – handy for spreadsheets or your accountant.

Export button
Did this answer your question?