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Overview of the Inventory Section

Overview of FieldInsight's Inventory section: tabs, search, add/edit items, import/export, settings, and viewing deleted records.

Ana Pedro avatar
Written by Ana Pedro
Updated over 2 weeks ago

Although many sections in FieldInsight work in a similar way, this guide provides an overview of the Inventory section, outlining the key areas and how they function.

Accessing the Inventory in FieldInsight

All inventory-related features can be accessed through the left-hand menu. Click on the Inventory tab to expand the menu, then select the specific inventory item type you wish to access.

Note: Depending on your system settings, some of the options mentioned in this document may not be visible.

While all inventory pages share a similar structure, each one may include different fields and requirements.


General Structure of the Inventory Pages

Pages Tabs

At the top of each page, you’ll find tabs representing the different sections—mirroring the items listed in the left-hand menu. These tabs allow you to navigate between sections without having to return to the main menu.

Search Section

If your database contains a large volume of data, the search functionality helps narrow down your results. Available filters vary depending on the inventory page you’re on. Below is an example of the search section.

Add new Data

Each inventory page includes a clearly labelled + Add Item button, allowing you to add new records to the database.

Access Settings for Inventory Items

Many inventory settings can be configured directly from each item’s page. Click the Settings button at the top of the page to reveal the available configuration options.

Tip: Some settings may look similar across pages but are unique to the inventory item you're working on. Others are general settings and apply across the system.

Export Data

FieldInsight allows you to export inventory data in various ways:

  • Found Results – Exports only the data currently displayed after a search.

  • Selected – Exports only the items you've selected using the checkboxes.

  • All – Exports every record in the database.

Importing or Deleting Data

Clicking the Import button takes you to a dedicated page for uploading data. To delete records, first select the items you want to remove—only then will the delete option become available.

Configuring the Viewing Table

You can customise the data displayed in the table by selecting which columns to show or hide.

  • Click the nine-dot icon in the top-right corner of the table.

  • Use the toggles to show or hide columns based on what’s most useful for your business.

Viewing Deleted Information

Deleted inventory records are stored in the Deleted section. From here, you can restore items if needed without affecting your current data set.

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