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Managing Partial Inventory Groups

How to rename, archive, or restore a partial inventory group

Nick Neale avatar
Written by Nick Neale
Updated over 2 months ago

Article Contents

Introduction

You can manage your partial inventory groups on both the WISK Web Portal and mobile app. This includes:

  • renaming

  • archiving

  • restoring

On the WISK Web Portal, click "Manage groups" on the Partial Inventories Page.

An arrow points to the "Manage groups" page

On the mobile app, Go to the "Partial inventories" page on the "Inventories" Tab.

An arrow points to the "Partial inventories" option on the "Inventories" tab

Renaming a Partial Inventory Group

WISK Web Portal

To rename a partial inventory group on the web:

  1. Click the pencil icon beside the partial inventory group

    An arrow points to the "pencil" icon
  2. Enter a new title and click "OK"

    The title is underlined for emphasis and an arrow points to the "OK" button
  3. The updated title appears

    The group shows with the updated title.

Mobile App

To rename a partial inventory group in the app:

  1. Swipe the inventory group to the left and tap "Edit title"

    An arrow points to "Edit title"
  2. Enter a new title and tap "OK"

    An arrow points to the "Save" button
  3. The updated title appears

    The updated title displays in the list

Archiving / Restoring a Partial Inventory Group

You can only archive partial inventory groups that don't have any inventory counts. If you try to archive a partial inventory group with counts, an error message displays:

WISK Web Portal

To archive a partial inventory group on the web:

  1. Click the "Archive" button beside the group

    An arrow points to the "Archive" button
  2. Click "OK" on the confirmation window

    An arrow points to the "OK" button
  3. The group is now archived

    The group is now archived

    Note: Archived groups do not appear in the "Group" drop-down menu.

To restore a partial inventory group, click the "Restore" button and confirm.

An arrow points to the "Restore" button

Mobile App

To archive a partial inventory group in the app:

  1. Swipe the inventory group to the left and tap "Archive"

    An arrow points to the "Archive" button
  2. Tap "Archive" on the confirmation window

    An arrow points to the "Archive' button
  3. The group is archived and appears greyed out

    The group appears greyed out when archived

To restore a partial inventory group, swipe it to the left and tap "Unarchive" and confirm the action.

Swiping an archived group to the left shows the "Unarchive" button
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