Data Management

Data Management

 Data Management is a phenomenal tool that allows you to filter a large set of items at once.  By doing this, you can easily download   a file containing only the information you want.  This tool goes hand in hand with Data Imports, which allows you to import large   sets of data at one time.  

Data Management is split into two (2) sections, Item Master and Item Location Detail.  Each section contains different data, and Item Location Detail allows you to filter down to a location level to even further your filtering abilities.
Data Management for Item Master allows you to filter almost all aspects of the Item Master record under Inventory.  When you enter Data Management for Item Master, you will want to start by filtering the results.  By default, all items will be displayed.  As shown in the Navigation portion of this document, you can do a standard search or advanced search. 
This is the standard search.  For more advanced options and filters, click the magnifying glass on the left side.
The Advanced Search allows you to filter the results using multiple search criteria.  Set filters include:  Supplier, Department/Category, and Attributes (Tags).  You can also add additional filters under Field Filters.  Here you can select from a list of available fields, and different ways to search.  

For example, here we are searching for items from Amazon Direct, that are in the Apparel Department, are currently Active items, and that are priced over $20.00.  Once you hit search, your table will update with ONLY items that match all of these criteria.  
To reset all of your search criteria, select Reset at the bottom of the window, and your Advanced Search will be cleared to enter new criteria.
  To select which columns and information you want to see, select the top left corner of the table for the Grid Menu.  Here you can select which columns you want visible on the table, and ultimately your exported file. 
                                     Each column can be sorted ascending (1-9/A-Z) or descending (9-1/Z-A).  You can also hide the column from the table and remove the sorting.  The columns can also be "pinned" to the left or right side of the table.  This is so when  you scroll across the table, the "pinned" column is stationary.

To streamline the next time you want to view the same information, you can create a profile for the search criteria.  To name the search profile, click the Update Profile button under the search bar.
For this example, the profile will be named Amazon Apparel $20.  Next time you want to view the same data, you can simply select the profile
from the list instead of manually selecting each of the search criteria again.
Once you have your columns selected and sorted, select Export to File.  Depending on the amount of data, this could take some time.  Once all of the data has been collected, a .CSV file will be created.  This file type is perfect for Microsoft Excel and/or Google Sheets.  The columns in the .CSV file will match the sorted and filtered columns from Data Management.

    • Related Articles

    • Data Imports

      Data Imports Data Imports will play a vital role in changing your items. This feature allows you to change thousands of items at once, which will save you countless hours. For instance, your supplier has sent you notice that they are increasing the ...
    • Departments & Categories

      Departments and Categories The Departments and Categories in OpSuite are the base hierarchy for items. This module allows for the setup and management of this key hierarchical structure. Departments are the first level of the hierarchy, followed by ...
    • Original Style Dashboard

      Dashboard The landing page after logging into OpSuite Office will be the Dashboard. The Dashboard will display a selection of KPIs, or Key Performance Indicators. These KPIs can be moved, resized, renamed, edited, and/or removed. To Edit, Rename or ...
    • Customer Records

      Customers Customers are critical to every business, regardless of size, type, or location. OpSuite provides the users with a powerful customer relationship management tool in its Customers module. Each customer record holds valuable information about ...
    • Physical Inventory

      Physical Inventory Physical Inventory module is designed to provide a fast, accurate, and flexible way to perform Full Store physical inventory counts, or a series of cycle counts throughout a period, to help manage and maintain inventory. Physical ...