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Products

Searching and Filtering Products

Find, narrow, and organize products quickly using search, filters, sorting, and grouping tools.

Written By Julia M.

Overview

Find products fast in large libraries with search, the project switcher, grouping and views.

Choose the scope

Use the Project dropdown at the top right: All products, the studio Library, or a single project.

Search

Type in Search everything… — product name, vendor, location, category and other fields.

Library with views, Show placeholders, Reports and Update schedules

Group and arrange

  • ⋯ → Group by: No grouping, Category, Location, Vendor or Custom sections.

  • ⋯ → Show columns: add SKU, Unit Cost, List Price, Margin, On invoice, On estimate, Lead Time, procurement dates and more.

  • ⋯ → Row density and Customize the Library….

  • Drag ⠿ to reorder rows.

Library ⋯ menu with Show columns, Import, Row density and Group by

Views

  • Traditional — rows you can expand to edit.

  • Spreadsheet — every field as a column, edited in place.

  • Tiles — images first.

Click the ☆ to save the current view.

Tiles view

Filter for a report

Reports have their own filters: project, categories, rooms, and Status, vendor and tag filters.

Related articles

  • Using Product Manager

  • Using Product Tags