Search and Filter Materials Inventory

• Required User Permissions

Search

1. Navigate to the project's Materials tool.

2. Click the Inventory tab.

3. Click Summary to view receipts or Line Items to view line items listed in receipts.
   

4. Click the search bar and enter your keywords to search one of the following fields:

   • Description

   • Item (available in Line Item view)

   • Purchase Order

Filter

1. Navigate to the project's Materials tool.

2. Click the Inventory tab.

3. Click Summary to view receipts or Line Items to view line items listed in receipts.
   

4. Click the filter icon.

5. Select to filter by the following fields:

   • Date Created

   • Labels (available in the Line Item view)

   • Purchase Order

   • Status

   • Vendor

6. To clear filters, click the 'x' on the individual filter or click Clear All.