Table view

Work with your digital inventory and plan next step

The Table View is the place to go for all post-inventory tasks and planning.
This is where you go to get a clear overview of your inventory and to decide what to do with everything in the next phase.

We'll walk you through the key features to help you tailor the Table View into the tool that suits your needs best.

Where can I find the Table View?

You can access the Table View in the following ways  all through the sidebar:

• Locations > select a location > click Table View on the far right, just below the menu bar under the location image
  (This view will be filtered to show only articles from that specific location.)

• Articles > click Table View on the far right, just below the Create item button
  (This view will show all items in your organization’s inventory.)

• Projects > Move articles > click Open Table View below the instruction text
  (This view will be filtered to show all items from the locations linked to your project.)

Choose what information is shown for each item (Customize and save views)

To make your work easier and more efficient, it’s helpful to set up your view so that you only see the information that matters to you – and in the order you prefer. Here's how:

• Click Customize in the top right corner.
  You can show or hide columns by clicking the little eye icon next to each specification.
  You can also rearrange the order by dragging and dropping columns where you want them.

• To save your view, click Saved Views > Save Current View.
  This will save the visible columns, their order, and any filters you’ve applied.
  You can create multiple views for different needs and easily switch between them without redoing the settings every time.

Use tags

Tags are a flexible way to label and group items based on different needs.
You can use tags under categories like Next Step, Destination, and Other Tags – either during inventory or later directly in the Table View. You can choose from existing tags or create new ones.

• Make sure the column you want to tag is visible in the Table View.
  If it’s not, go to Customize (top right), find the column, and activate it by clicking the eye icon.

• To tag a single item, click directly in the cell in the table and either select one or more tags from the list, or type and press Enter to create a new tag.

• To tag multiple items at once:
  Check the boxes to the left of the items, then choose Options > Edit Multiple > select the field you want to tag.
  The tag(s) you choose will be added to all selected items.

Note: If any of the selected items already have tags under Next Step or Destination, these will be overwritten when using Edit Multiple.

💡 Tip: If you have items you'd like help reselling, you can use the existing tag Sell via Palats, then click Request Quote in the top menu bar. Once you’ve filled in your contact details, someone from the Palats team will get in touch to help you with the next step.

Choose which items to display (Filter and Sort)

Need a summary of all items in a specific category, those that require action, or all items from a certain location? No problem! Here’s how to filter and sort your inventory:

Filters

• Click Filter in the menu bar above the table.
  You’ll find a number of specifications you can filter by using the checkboxes (e.g. category or condition).

• You can drill down into more specific subcategories by clicking the arrow ( > ) next to a main category.
  You’ll also see how many results your current filters will return.

• Some fields can also be filtered by clicking the column header and selecting Filter from there.

• When a filter is applied, it appears as a blue button above the table (left side).
  Click the button to edit or remove the filter.

Sorting

You can sort by one column at a time by clicking on the column header and choosing Sort A → Z or Sort Z → A.