--- title: INVENTORY - Access / List Functionality description: Understand the dynamic link between your Inventory, Customers and Vendors through Sales Orders and Purchase Orders which allows rapid access to quantities and statistics as well as future material or product requirements.  --- [Skip to content](https://cs.geminilogic.com/en/manual/inventory-access-list-functionality#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en) # INVENTORY - Access / List Functionality ## Understand the dynamic link between your Inventory, Customers and Vendors through Sales Orders and Purchase Orders which allows rapid access to quantities and statistics as well as future material or product requirements. ![InventoryIconV3.11](https://cs.geminilogic.com/hs-fs/hubfs/InventoryIconV3.11.png?width=51&height=53&name=InventoryIconV3.11.png)  - **Access** - **T**ext Menu              ![InventoryTextMenuInventory](https://cs.geminilogic.com/hs-fs/hubfs/InventoryTextMenuInventory.png?width=169&height=254&name=InventoryTextMenuInventory.png) - - Web Access - Tools \> Server Admin (with limited functionality)           ![ToolsMenuFullServerAdmin-2](https://cs.geminilogic.com/hs-fs/hubfs/ToolsMenuFullServerAdmin-2.png?width=600&height=163&name=ToolsMenuFullServerAdmin-2.png)           ![InventoryWebAccess](https://cs.geminilogic.com/hs-fs/hubfs/InventoryWebAccess.png?width=396&height=320&name=InventoryWebAccess.png) - - Module List  ![InventoryList-1](https://cs.geminilogic.com/hs-fs/hubfs/InventoryList-1.png?width=675&height=260&name=InventoryList-1.png)   - **Inventory List Functionality** - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-31-21-19-AM.png) Refresh** to load any Inventory that may have been posted by another user since last refresh and that may not be displaying on this list - **Inventory List Functionality:** - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-31-48-12-AM.png)Filters** - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-31-49-76-AM.png) **Filters** - choose from the **All** or **Any** drop-down menu - select from the list of fields to set the criteria (ie: Average Margin %)![InventoryListFilterMargin](https://cs.geminilogic.com/hs-fs/hubfs/InventoryListFilterMargin.png?width=589&height=243&name=InventoryListFilterMargin.png) - select from the operators ie: ‘is’, ‘is not’, etc - this operators list changes based on the field selected in the previous step (ie: ‘is less than’) - enter the criteria information (ie: ‘20.00’) - if desired click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-32-02-80-AM.png) to add a line of criteria - to remove the criteria line, click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-32-07-58-AM.png) - make any column adjustments (see [Column Customization](https://cs.geminilogic.com/en/manual/inventory-access-list-functionality#ColumnCustomization)) - select  ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-31-49-76-AM.png) **Filters![](https://cs.geminilogic.com/hubfs/image-png-Oct-18-2022-09-11-39-78-PM.png)** for save options:                                  ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=167&height=160&name=FiltersMenu.png)  - - - - - **Save as default** - this filter will load when viewing Inventory - **Remove default** to remove the previously set default Filter - **Save filter** if you are making changes to a previously saved Filter - **Save filter as**… will allow you to name the Filter with the following settings: - give this filter a name                                             ![InventoryFilterName](https://cs.geminilogic.com/hs-fs/hubfs/InventoryFilterName.png?width=226&height=173&name=InventoryFilterName.png) - - - - - - select ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-34-19-49-AM.png) **User** if this filter will be used by you only - select ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-34-21-56-AM.png) **Company** if it is to be accessed by all users accessing this Company - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list**:                                                   ![InventoryFilterModule](https://cs.geminilogic.com/hs-fs/hubfs/InventoryFilterModule.png?width=494&height=302&name=InventoryFilterModule.png) - - - - - - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns, or have sorted the list by one of the columns - click **OK** - the new Filter is also accessible in the Filter menu: ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-26-2023-09-12-21-6344-PM.png?width=218&height=286&name=image-png-Apr-26-2023-09-12-21-6344-PM.png) - click on the **Filters** button to release the current filter to see entire list or start a new filter - **Icon Menu Customization** - - - hover over the Icon Group handle ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Oct-18-2022-09-16-18-50-PM.png?width=6&height=36&name=image-png-Oct-18-2022-09-16-18-50-PM.png) until you see ![](https://cs.geminilogic.com/hubfs/image-png-Oct-18-2022-09-15-54-71-PM.png) - drag the Icon Group to where you want it - **Column Customization** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-38-06-16-AM.png?width=178&height=246&name=image-png-Aug-01-2022-01-38-06-16-AM.png) - - - drag and drop columns for desired positioning - right-click on any column heading to identify which columns you wish to see - - ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-37-29-11-AM.png) **Column Sort / Search** - click on any column heading to sort the list by that column - - - further narrow your search by just typing (see the green letters typed here) and the list will highlight the closest match, in currently sorted column ![InventoryListColumnSort](https://cs.geminilogic.com/hs-fs/hubfs/InventoryListColumnSort.png?width=541&height=225&name=InventoryListColumnSort.png) - - ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-36-06-97-AM.png) - type any character(s) into the field and the list will narrow to only records containing the character(s) typed, somewhere in the details![InventoryListSearch](https://cs.geminilogic.com/hs-fs/hubfs/InventoryListSearch.png?width=622&height=259&name=InventoryListSearch.png) - - ![ExportIcon](https://cs.geminilogic.com/hs-fs/hubfs/ExportIcon.png?width=25&height=25&name=ExportIcon.png) **Export** Inventory Items - see[INVENTORY - Export](https://cs.geminilogic.com/en/manual/inventory-export?hsLang=en) - open an Inventory record and use the **Navigate** buttons ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-01-37-21-68-AM.png) to page through Inventory items in the list, filtered or not filtered, in order of the current column sort - - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-05-40-7498-PM.png) Edit Inventory Item(s)** - see [Inventory - Edit](https://cs.geminilogic.com/en/manual/inventory-edit-inventory?hsLang=en) - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-08-24-8263-PM.png)  Delete Inventory Item** - select Inventory item(s) from list and click **Delete** (item will not delete if there are any quantities On Hand, Committed, Backordered or On Order) - - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-09-20-5460-PM.png) Print**reports (see [Reports](https://cs.geminilogic.com/en/manual/inventory-reports?hsLang=en)) on the selected lines from the filtered or unfiltered list (see Filters above) - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-09-50-0609-PM.png) **Copy** from the selected Inventory Item to a new Item - see [Inventory - Add New Item](https://cs.geminilogic.com/en/manual/inventory-adding-new-inventory?hsLang=en) - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-37-41-5340-PM.png) Print **Labels** for item(s) selected - establish quantity - default uses **On Hand Qty** or: - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-37-57-4547-PM.png)  Set Quantities to 1** for each item listed - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-38-10-3039-PM.png)  Set Quantity to BOH** (Balance On Hand) - note the **Total Labels** - identify how many **Blank Labels** to skip before printing (for laser sheets) - click ![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-39-17-4255-PM.png) **Print** - select which Label(s) you want from the Reports list - - **![InventoryAdjustIcon](https://cs.geminilogic.com/hs-fs/hubfs/InventoryAdjustIcon.png?width=35&height=35&name=InventoryAdjustIcon.png) Adjust** Inventory items selected - see [Inventory - Adjust](https://cs.geminilogic.com/en/manual/inventory-adjust-inventory-quantity-/-cost?hsLang=en) - ![InventoryCountIcon](https://cs.geminilogic.com/hs-fs/hubfs/InventoryCountIcon.png?width=35&height=35&name=InventoryCountIcon.png) create a new **Count** worksheet for the selected item(s) - see [Inventory - Physical Count](https://cs.geminilogic.com/en/manual/inventory-physical-inventory-count?hsLang=en) - **![InventoryTransferIcon-3](https://cs.geminilogic.com/hs-fs/hubfs/InventoryTransferIcon-3.png?width=35&height=35&name=InventoryTransferIcon-3.png) Transfer** selected item(s) from one Warehouse to another - see [Inventory - Warehouse Transfer](https://cs.geminilogic.com/en/manual/inventory-warehouse-transfer?hsLang=en) - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-44-00-4652-PM.png) Sell** - create a new Sales Order for the item(s) selected - see [Add Sales Order](https://cs.geminilogic.com/en/manual/sales-orders-adding-new-orders-manually?hsLang=en) - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-46-21-9837-PM.png) Purchase** - create a new Purchase Order for the item(s) selected - see [Add Purchase Order](https://cs.geminilogic.com/en/manual/purchase-orders-add-change?hsLang=en) - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-30-2023-01-46-37-0087-PM.png) Requisition** the selected item(s) - see [Purchase Orders - Requisitions](https://cs.geminilogic.com/en/manual/purchase-orders-requisitions?hsLang=en) - Inventory List **Context Menu** - right-click on any line(s) in the list:                    ![InventoryListQuickMenu](https://cs.geminilogic.com/hs-fs/hubfs/InventoryListQuickMenu.png?width=137&height=277&name=InventoryListQuickMenu.png)   See also - [Inventory Movement Tab](https://cs.geminilogic.com/en/manual/inventory-movement-tab?hsLang=en) - [Inventory Sell Prices](https://cs.geminilogic.com/en/manual/sell-prices?hsLang=en)   - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en) - [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content) - [Updates](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#updates) - [Gemini Logic](https://cs.geminilogic.com/en/manual/gemini-logic?hsLang=en) - [Shipping](https://cs.geminilogic.com/en/manual/shipping?hsLang=en) - [Sales Taxes](https://cs.geminilogic.com/en/manual/sales-taxes?hsLang=en) - [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#main-content) - 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