Using filters and search to locate items fast
Powerful search and filters turn a long inventory into a practical tool. Combine category, location, tag, and keyword filters to zoom in on what you need.
Search strategy:
- Start with location if you know where the item is stored
- Add category or tag filters to narrow results
- Use keywords for brand, model, or condition
Useful filters to set up:
- Location, category, tag, and status (loaned, in-storage)
- Value range for finding high-cost items
- Warranty or purchase date for recent items
Speed tips:
- Keep naming consistent for better keyword matches
- Use saved searches or smart lists for frequent queries (eg, ‘all warranties expiring in 60 days’)
- Ensure attachments are OCR'd when possible so text inside receipts is searchable
Good filter choices will make your inventory a quick lookup tool rather than a static checklist.