> For the complete documentation index, see [llms.txt](https://manual-v2.firstresonance.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://manual-v2.firstresonance.io/supply-chain/inventory/create-a-table-view.md).

# Create A Table View

## Table View Customization

<https://loom.com/share/724759bd385f4506b41d23b863fe8c92>

#### Objective

This SOP outlines the steps to customize the inventory screen for optimal information retrieval based on specific roles within the factory setting.

#### Key Steps

**1. Accessing the Inventory Screen** [0:00](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=0)

<figure><img src="/files/4AESctxOtlgtTnM0zleL" alt=""><figcaption></figcaption></figure>

* Navigate to the inventory screen in the system.
* Familiarize yourself with the layout and available features.

**2. Generalized Search Functionality** [0:19](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=19)

<figure><img src="/files/95G4Q7ruag8cwPH4sXzc" alt=""><figcaption></figcaption></figure>

* Use the main search bar to search for:
  * Part numbers
  * Descriptions
  * Lots
  * Serial numbers
* Example: If you don't know the part number, search using the description.

**3. Utilizing Specific Filters** [1:04](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=64)

<figure><img src="/files/mFJFLFm7xOc6meFFPTfU" alt=""><figcaption></figcaption></figure>

* To refine your search results, apply specific filters:
  * Example: Filter by 'lot' to see all items containing 'lot' in the lot number.

**4. Customizing Your View** [1:59](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=119)

<figure><img src="/files/cpEIqofEnnO2ERQBzFei" alt=""><figcaption></figcaption></figure>

* Adjust the displayed information based on your role:
  * Prioritize important fields (e.g., lot and issues).
  * Remove unnecessary fields (e.g., kidding or installed quantities).

**5. Saving Your Customized View** [3:03](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=183)

<figure><img src="/files/Ou6gWMMhTGilM8mTlaN5" alt=""><figcaption></figcaption></figure>

* After customizing your view, save it:
  * Name your view (e.g., 'Lot Focused Inventory').
  * Provide a brief description.

**6. Accessing and Sharing Views** [3:32](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=212)

<figure><img src="/files/zGQXACfu27o6SWzpV1OR" alt=""><figcaption></figcaption></figure>

* Toggle between saved views as needed.
* To share your view:
  * Copy the JSON configuration to your clipboard.
  * Share it with colleagues for them to import.

**7. Reapplying Filters** [4:30](https://loom.com/share/724759bd385f4506b41d23b863fe8c92?t=270)

<figure><img src="/files/0q0enFAlsoGEYghC0Axu" alt=""><figcaption></figcaption></figure>

* Return to the inventory screen and click on your saved filters to apply them as needed.

#### Tips for Efficiency

* Regularly review and update your saved views to reflect any changes in your responsibilities. These are stored locally so they will be cleared with your cache.


---

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