Custom Filters

At the top of the Restock Suggestions Dashboard, you will see an icon that looks like a funnel. Click it, and you will see all the Custom Filter Options. You can filter by all of the different fields you see in the Restock Suggestions page.

filters-menu-restock-suggestions

Generally, you can filter for a particular value, whether a field contains certain data, or within a greater than/less than range for numeric data.

 

Working With Custom Filters

The Restock Suggestions Dashboard can show you valuable data - the way you want to see it. Custom filters allow you to break it up into bite-sized pieces that give you insight into your inventory management practices and can help you improve them.

To get started, click on any of the filter categories.

 

Saved Filters

restock-suggestions-saved-filters

Click Saved to access your saved filters. Once you’ve saved filters, this is where they’ll appear. You can delete a filter by clicking the trash button to the right of the filter in question. You can save one as a default by clicking the star. The default filter is applied whenever you open Restock Suggestions. (Note the default applies to the logged-in user, not the store.)

 

Filtering by Supplier

All of your suppliers will appear in the dropdown. You can select more than one.

 

Categories

Here you can select only the categories you’re working with, or to see the restock alerts for only certain categories. Many users find this helpful, as they may be sourcing products for a particular category, or may want to see financial information for a category.

 

SKU

RestockPro users find the SKU filter very useful. The drop-down allows you to filter by a variety of fields including SKU, Type (Kit or Part), Tags, and more.

 

Cost/Price

Here you can filter by your cost information. The options include the various prices, costs, weights, margins, and more.

 

Sales

This is a particularly powerful filter option. This allows users to filter their restock suggestions by how their products are selling. You may filter by one of the Sales or Velocity periods. Velocity is the average per day sales over a given time period.

 

Inventory

Finally, you can filter by various inventory supply chain quantities. For example, you may want to focus on out-of-stock products by filtering where Quantity on Hand = 0. You may also filter just those items that have inbound quantity or just the products with a suggested reorder quantity.