Your Inventory Table is the most important component of Genie. It has all the information you could ever want about your products, from the Name and Variant to Sales Data, the Location it is stored, and whether you have more In Transit. The inventory table is also the gateway to many other features. You can select products and add them to Purchase Orders or add Suppliers at an individual level.

We want you to be able to arrange your Inventory Table to suit your needs and to be able to get an idea of the status of your products at a glance. This is why we've made it intuitive to Organize, Alter, and Filter your products to maximize efficiency and understanding.

In this guide we will show you the power of your table and how to simplify the process of finding products, adding product information, and taking actions like creating a PO, adding tags, or managing suppliers.

Once you enter Genie, you will be greeted by your inventory table. Here you will see your default view will show you all of your active products in Shopify with all associated data visible. Your inventory table is also fully modular. Using the Filters and Columns you can make views that make analyzing your inventory easier and more efficient. This makes managing the huge amount of information the inventory table displays much more manageable. Each product has information about its:

The inventory table also allows you to manage your suppliers and purchase orders (POs) without leaving this tab. From the inventory table, you can use products to create or add to the POs you are working on. This makes it easier to ensure that you have added the correct products and that you are ordering the products you need. Nothing is worse than placing an order for something that already has plenty of stock, or not ordering enough to ensure proper cashflow.

Similarly, Genie allows you to add suppliers to products directly from the table. By adding suppliers in this way you can ensure that the more important products have accurate lead times and insights.

Having all this data displayed all at once can be a bit overwhelming. And let's be honest, you don't need all the information the default view shows you. For this reason, we have implemented a robust Filtering system that allows you to see only the products you need and Columns that provide valuable context data. This is also where Saved Views can provide a lot of value.

Saved Views, in a nutshell, are inventory table layouts that you have configured and saved to show you specific products and information. It is like having a custom, up-to-date report at your fingertips.

These views allow for quick and easy analysis at the click of a button.

Example views:

There are hundreds of possible view combinations and configuring them is very straightforward. Let's walk through the steps.

The two features of the inventory table you will be messing with are the Filters to the left, and the Columns to the right.

Step 1: Clean up your view by Hiding columns that aren't relevant to what you want to know.

You can clean up the view by going through the list of columns and clicking the Eye icon on the right, hiding the data column from view. This lets you find the data you need more efficiently and prevents you from side-scrolling too much to see everything.

Step 2: Select the Filters for products that you want to display.

Genie offers extensive filtering options through both Genie Filters and Shopify Filters. Genie filters are based on information generated in Genie. This would include grades, statuses, locations, etc. Shopify filters are based on data pulled from Shopify like Shopify tags, products, variants, etc. From these filters, you can specify exactly what you would like to see.

For example, if you want to see the status of all your Nike, or Adidas products, you can filter your list to have only Nike and Adidas. You can also filter based on individual variants, like if you were only interested in seeing the performance of all white variants, size small shirts, or size 6 shoes. Genie's filters give you a lot of control over your views and apply to nearly any field, making it easier for you to narrow down your catalog.

Step 3: Once you have finalized the data columns and products you want to display you can save your view, and it will be added to the list of views at the top of the table.

This will allow you to quickly pull up specific views in just 1 click, making analyzing your data more streamlined and efficient.

Adding Suppliers at a product level is another helpful feature of the inventory table. Assigning suppliers at a product level helps to ensure Genie is as accurate as possible when calculating your insights.

Here we can apply the same filtering logic to add suppliers to your products. If your products have a naming commonality linking them together with a specific supplier, you can use that to bulk manage suppliers. For example, if we were adding suppliers to all of our Adidas products, we would use the filters to show Adidas products, and then add the supplier.

If you haven't got any suppliers set up or you want to set up a new supplier, you can easily do that by clicking on the Supplier tab in the left-hand navigation, and then selecting Create Supplier.

You can manage POs from the inventory table by using the same logic as managing suppliers and creating views. This will allow you to ensure the products you need are the ones getting ordered.

For example, let's find products that are:

This now gives us a list of variants across all Suppliers. Now if we wanted to create a PO for these specific products we can select them all and add them to the PO using the Action Bar in the top right-hand corner. Presto!

In a nutshell:

Our powerful filters allow you to narrow down your product list to exactly what you want to see, and then quickly take action on it. We hope this overview was helpful. We're here to assist you if you need any further guidance. Happy table filtering and sorting!