Item Sets

Item Sets are user-defined groups of Items. A Set can be a Global set, which is visible to all users, or a User set, which is only visible to the user who created it.

The following Item set operations are available:

Creating Item Sets

To create an Item Set:

  1. In the Main or Inventory accordion menu, select Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select one or more Items in the list using the checkboxes.
  4. In the Perform Set Operations on these ___ Items section below the search results, select Create Global Set or Create User Set from the drop-down list.
  5. Enter a name for the Set in the text field.
  6. Click GO.

Adding Items to an Item Set

To add Items to an existing Item Set:

  1. In the Main or Inventory accordion menu, select Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select one or more Items in the list using the checkboxes.
  4. In the Perform Set Operations on these ___ Items section below the search results, select Add to Set from the drop-down list. A drop-down list of Sets appears.
  5. Select the desired Set from the drop-down list.
  6. Click GO.

Rename a Set here by clicking the Edit link for the Set. To change the contents of a Set, use the Perform Set Operations on these X Items tool on the search results page.

Removing Items from an Item Set

To remove Items from an existing Item Set:

  1. In the Main or Inventory accordion menu, select Inventory Manager.
  2. Browse or search for Items as described in Searching for Items.
  3. Select one or more Items in the list using the checkboxes.
  4. In the Perform Set Operations on these ___ Items section below the search results, select Remove from Set from the drop-down list. A drop-down list of Sets containing the selected Items appears.
  5. Select the desired Set from the drop-down list.
  6. Click GO.

Renaming Item Sets

To rename an Item Set:

  1. In the Main or Inventory accordion menu, select Inventory Manager.
  2. In the Item Sets section, click the Edit link for the desired Item Set.
  3. Edit the name of the Set as desired in the text field.
  4. Click Update.

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