Editing Inventory Views

Edit Inventory Views

Introduction: This guide explains how to customize the Inventory page view, including changing unit displays and selecting which columns appear in your inventory table.

  1. Open the Inventory Page
    • Navigate to the Inventory page.
    • Review your grain loads using the available view options.
  2. Change the Unit Display
    • Select the Units dropdown.
    • Choose a specific unit type (such as pounds) to display all inventory in that unit.
    • Select Auto to display inventory using the default unit assigned to each crop.
  3. Modify the Default Crop Unit
    • Go to Account Settings.
    • Select Crops.
    • Open the crop you want to update.
    • Change the value in the Unit field.
    • Save your changes.
    • When the Inventory page is set to Auto, this default unit will be used.
  4. Customize Table Columns
    • Open Table Settings on the Inventory page.
    • Use the available toggles to show or hide columns.
    • For example, you can:
      • Show Protein Grade, Test Weight, or Damage.
      • Hide Sold Status or Location.
    • Click Save to apply your changes.
    • Your selected columns will appear as headings in the inventory table.
Tip: Use Table Settings to display only the information you need most often. Reducing unnecessary columns can make inventory management easier and faster.
Troubleshooting:
  1. If the Inventory page is showing unexpected units, verify the crop's default unit under Account Settings > Crops.
  2. If column changes do not appear, confirm you clicked Save after updating Table Settings.
  3. If you still do not see the expected information, refresh the page and review your selected column settings again.

Video Tutorial

Support:

If you have any questions or encounter issues:

  • Email Support: Reach out to support@harvestprofit.com
  • Help Button: In the bottom right-hand corner of the screen, click the Help button and then click Ask to send an email directly from your account.

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