Inventory lists are used for when you have an account or business whereby you need identifiers additional to generic information in order to help specify your reports. For example; train carriage ID's, room numbers in a hotel or lodge, or any other instance where you might have a volume of information that will aid in drilling down to single distinguishing issue.
Adding Inventory Lists will allow you to add them at a branch level of your choosing in the reporting structure. Go to Channel Management > Inventory Lists.
Select + Add a New List, and you will be presented with this pop up box
From here you can manually add the fields that you require as identifiers, with the option of also adding recipients and a location. You can add as many fields as you require.
Now when you go back into your Reporting Structure, when you click on the Edit button on any branch, the inventory list that you added will be displayed.
