Tables contain workflows for processing groups of items or accounts together, and also include features to help you quickly unlock your store data.
At the top of every table, you'll find an + Add Filter button that allows you to rapidly filter your data and create custom table views. To create a new filter:
- Click the + Add Filter button.
- In the left box, select an attribute to filter. Any column in the table can be used.
- In the middle box, select an operator. Operators change depending on the field you selected in step #2.
- In the right box, select an attribute. Available attributes depend on what you've selected in steps #2 and #3.
To find all sales on a certain date: Navigate to your Sales table, and filter for Created Is and then select the date.
To find all items that are expired and should be removed from inventory: Navigate to your Inventory table, and filter for Created Is Before and select the appropriate date in the past. If different categories have different consignment periods, apply a filter for Category too.
To filter a list of items using a scanner: Navigate to your Inventory table, and filter for SKU Is. Start scanning into the value box. ConsignCloud will build a list of SKUs and show only SKUs that match what you've scanned in.
After you've applied to appropriate filters, you may wish to perform an action on the resulting list. This is common if you want to print labels for recently entered items, donate or return large groups of items, or settle the accounts of multiple consignors at once.
Select the rows you'd like to impact, and then find the Actions button in the upper right-hand portion of the table. Available actions depend on the particular table you're using.
You can export your resulting data at any time by using the Export button in the upper right-hand portion of the table. You'll get a copy of your data, which can be loaded into almost any spreadsheet program.