Last updated: May 2024
When inventory is constantly being consumed, consigned, transferred, etc. it can be difficult to keep track of where everything is and how much of a given item is in stock. ConnectSx goes a long way in terms of showing you where things are and how they are being used, but did you know there are a few tricks for getting quick access to actual stock levels?
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For a high-level view at a glance, check out the inventory tab on your dashboard! These stats are great for understanding how much you have in your total inventory and the value of unbilled inventory.
2. If you navigate to the “Products” section under the Inventory tab (Inventory-->Products), and then sort by Catalog Number, you can see in the “Count” Column how many of each device your organization has in its inventory.
If you have the page filtered for “Product Line” you can see the number of catalog items that are in each product line. Keep in mind this view is showing you how many catalog numbers are a part of that product, NOT how many individual items are in stock.
The list of catalog items also displays how many of a device you have in your inventory vs. the par level you set for that item.
3. Another option for analyzing and keeping track of your data is to export a spreadsheet for further analysis. On the inventory view screen you can click on “Export Inventory” to generate a .csv file of your devices. You have the option to export only your unused devices or to export all of your inventory, including devices that have been used/billed or otherwise deactivated. From there, you can use Excel to create pivot tables, perform vlookups, or whatever other functions may provide value. To learn more about inventory exports, check out this article. If you’d like help learning more about how analyzing your ConnectSx data in Excel, please reach out to us.
