Using the new (Green) Inventory overview page

This article introduces the newly improved (Green) Inventory overview page and its features.

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• What's new?
• Exploring the new (Green) Inventory overview page
  • Customizing the displayed information
  • Adding new lots

• • Using filters

• • Adding green readings, links, and notes 
  • Exploring the batch actions
  • Exporting the lot details

• FAQs

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What's new?

We have introduced improvements designed to create a smoother experience, allowing for more intuitive and efficient navigation throughout the interface.

From now on, you can:

• Edit the order of the columns in your table. 
• Add and remove links and notes from green lots right from the overview page.
• Add physical readings right from the overview page, and also see the previous readings. 

Now, let’s explore these new and newly improved features in detail.

Exploring the new (Green) Inventory overview page

By following the steps below, you can navigate to the (Green) Inventory overview page: 

1. Log in to the online platform  C-sar.
2. Navigate to the (Green) Inventory on the main menu bar.
3. You will be directed to the (Green) Inventory overview page. 
   
   

One of the most significant enhancements in the (Green) Inventory overview page is the expanded default display of information:

• You may have noticed that the ID tag and Name have been merged into a single column. The columns will be separated when you export the data.
• The Export button remains visible on the table at all times, but it will only be enabled when you select green lots for export.

Customizing the displayed information

Let's customize the information shown on your new (Green) Inventory overview page to align with your personal preferences:

1. Click on the Customize button found in the upper right corner of the page.
   
2. A new side panel will open, providing you with the ability to save your customized preferences. 
3. In the Columns to Display section, you have the option to choose which information you want to be visible by checking the corresponding boxes.
   💡You can also easily rearrange the order of the columns by clicking on the arrows. 
   
4. After selecting the information you want to display, click the Apply button to save your preferences.

To view all the displayed columns, you may need to navigate to the bottom of the (Green) Inventory overview page and use the horizontal scroll bar to move left or right.

The sticky header allows you to continuously view important information, even while scrolling down the page.

Adding new lots 

By following the steps below, you can easily add new lots: 

1. Click on the +Add lot button on the (Green) Inventory overview page. 
2. Choose "One" if you wish to add lots individually, or select "Bulk import" to add multiple lots at once.
   

Using filters 

To refine the search on the (Green) Inventory overview page, simply click on the Filters button to display the filter selection.

You can apply filters to narrow down your search based on the following criteria:

• Name
• ID-tag
• Location
• Project
• Registration date 
• Crop year
• Country
• Certificates
• State
• Processing
• Status 

Adding green readings, links, and notes 

You can now conveniently add the following additional information directly from the (Green) Inventory overview page:

• Green readings
• Links and notes 

Adding green readings 

To monitor density and moisture levels over time for green lots, you can now easily add physical readings directly from the overview page.

Additionally, you will have access to view previous readings for reference.

By following the steps below, you can easily add new green readings: 

1. Select the green lot for which you would like to add green readings.
2. Navigate to the right side of the screen.
3. Click "..." (three dots) and select Add new green readings.
   
4. A new dialogue will open:
   
5. In the section labeled Previous, you can access and review the historical green readings for reference.
6. In the Current readings section, you can modify the following details:
   • Moisture (%)
   • Density (g/ml)
   • Water activity (aw)
   • Screen size
7. Click Save to finalize the changes. 

Adding links and notes 

By following the steps below, you can easily manage links and notes for green lots directly from the overview page:

1. Select the green lot for which you would like to add green readings.
2. Navigate to the right side of the screen.
3. Click "..." (three dots) and select Manage links and notes.
   
   
4. A new dialogue will open:
   
   
   
5. Enter the following details:
   • URL: Ensure that the URL begins with https://...
   • Text to display
   • Notes
6. By selecting the +Add link option, you can include additional links associated with the same green lot.
   💡 You can easily delete the links by clicking the "x" to the right of the displayed text.
7. Click Save to finalize. 

Exploring the batch actions 

To perform batch actions, ensure that you first select the rows by clicking on the respective checkboxes: 

Once you have selected the green lots, the relevant action buttons will be displayed in the top right corner of the page:

1. Export
2. Adjust weight
3. Warehouse distribution
4. Bulk edit
5. Start cupping session
6. More
   • Start physical analysis
   • Merge inventory
   • Generate sample labels
   • Mark as consumed
   • Delete lots

Exporting the lot details

By following the steps below, you can easily export the lot details: 

1. Check the box in the Green lot column for each lot you wish to include in the export.
2. The Export button will be enabled in the top right corner of the page.
   
3. You have the following Export options to choose from: 
   • Excel (.xls)
   • Print lot details (.pdf)
4. When you choose the Print lot details (.pdf) option, a new dialog will appear
5. Simply select the checkboxes next to the items you wish to include in your PDF download.
   
6. Click Download PDF.

FAQs

Will my customized view be saved so that I don't need to set it up again in the future?

The customized view is saved on the same browser. If you switch to a different
browser or device, you will need to set up your customized view again.

How can I close the Filter window? 

Click on the  Filters icon once again. This will hide the Filter options, enabling you to navigate back to the main view of your (Green) Inventory overview page. 

How can I mark the green lots consumed? 

By following the steps below, you can easily mark lots consumed: 

1. Select the checkboxes next to the Green lot(s) that you would like to mark as consumed.
2. Select the More button located in the top right corner of the page.
3. Select the 'Mark as consumed' option.
   

How can I generate sample labels? 

By following the steps below, you can easily create sample labels:

1. Select the checkboxes next to the Green lot(s) for which you would like to create samples.
2. Select the More button located in the top right corner of the page.
3. Choose the Create sample labels option. 
   
4. Your sample information will be exported to slic.cropster.com, where you can customize the information displayed on your labels before printing them
   
5. Once you're satisfied with your selections, simply click the Print button to print your sample label(s).

How can I share information about the green lots?

By following the steps below, you can easily share information about the green lots:

1. Click on the PG tag of your green lot. 
2. You will be directed to the lot's details page. 
3. Select the Share icon located in the upper right corner of the page.
   
4. Choose the specific information you would like to share about the selected lot by selecting the appropriate checkboxes.
5. Select the Share button to proceed.
6. A shareable link has been generated for you. Simply click the Copy button to copy the link, allowing you to easily share the details of your selected lot with others.
   

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Related content

• How to remove empty columns from the new (Green) Inventory overview page

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Congratulations! You are now ready to use the new (Green) Inventory overview page.

Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.