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Filters and Saved Views (Products & Inventory Lists)

In Brahmin Solutions, the Products and Inventory screens are designed to support daily operational workflows.

To help you quickly find the right items, both screens include:

  • Powerful filters

  • Search tools

  • Saved Views

  • Default workspace configurations

Saved Views allow you to organize inventory lists the way your team actually works — without needing to reapply filters every day.


Where Filters and Views Are Used

Filters and Saved Views are available in:

Products Screen

Inventory → Products
Used for managing product groupings and parent-level setup.

Inventory Screen (Variants List)

Inventory → Inventory
Used for managing real SKUs, stock, purchasing, and day-to-day operations.


Using Filters

Filters help you narrow down items based on operational criteria.

Common filters include:

  • Active vs Inactive items

  • Buy / Sell / Make items

  • Bundles / Kits

  • Warehouse-specific stock status

  • Category, Brand, Tags

Filters are ideal for answering questions like:

  • What items are purchasable?

  • Which SKUs are low stock?

  • Which variants are kits?

  • What products are active for sale?


Searching Within Lists

Both Products and Inventory screens include search at the top.

You can search by:

  • SKU

  • Variant name

  • Product name

  • UPC

  • Internal identifiers

Search is always visible so you can quickly locate items without leaving the page.


What Are Saved Views?

A Saved View is a stored filter configuration.

Instead of filtering manually each time, you can save a view such as:

  • “Low Stock – Buy Items”

  • “Sellable Active SKUs”

  • “Kits Only”

  • “Warehouse 1 Shortages”

  • “Raw Materials”

Saved Views make the Inventory screen behave like a daily dashboard.


Creating a Saved View

To create a view:

  1. Go to Inventory → Inventory (or Products)

  2. Apply the filters you want

  3. Click Save View

  4. Name the view based on its purpose

Example names:

  • Active Sellable Items

  • Low Stock Reorder List

  • Bundles / Kits

  • Purchasable Materials

Once saved, the view becomes available for future use.


Switching Between Views

To switch views:

  1. Open the Views dropdown

  2. Select the view you want

The list will instantly refresh using that saved configuration. This allows teams to move between workflows without rebuilding filters.


Managing Saved Views (Rename, Default, Delete)

Saved Views are meant to evolve as your workflows change. Once a view is created, you can manage it directly from the Views menu.

Click the menu icon next to any view to access:

  • Rename

  • Make Default

  • Delete


Rename a View

If a view’s purpose changes over time, you can update its name.

Steps:

  1. Open the Views dropdown

  2. Hover over the view

  3. Click the menu icon

  4. Select Rename

  5. Enter the new name

  6. Save

Example renames:

  • “Low Stock” → “Low Stock – Purchasable Items”

  • “Warehouse 1” → “Warehouse 1 Stock Alerts”


Make a View the Default

You can set a view as your default starting workspace. This is useful when most users should begin in a specific operational list.

Steps:

  1. Open the Views dropdown

  2. Click the view menu

  3. Select Make Default

Once set, that view will automatically load when you return to the screen.

Common default views:

  • Active Sellable SKUs

  • Reorder List

  • Kits Only


Delete a View

If a view is no longer needed, it can be removed.

Steps:

  1. Open the Views dropdown

  2. Click the view menu

  3. Select Delete

⚠️ Deleting a view does not delete products or SKUs. It only removes the saved filter configuration.


Best Practices for Filters and Views

To keep inventory navigation clean and scalable:

  • Create views for daily workflows, not one-off searches

  • Use clear operational names (ex: “Low Stock – Buy Items”)

  • Set default views for teams working in the same area

  • Delete unused views periodically

  • Maintain separate views for Products vs Inventory screens


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