Filtering & Grouping Inventory
Search, filter by category, and organize your inventory view with grouping options.
- Search: Type in the search box to filter by material name
- Category filter: Click Filter → Category → multi-select from the categories your materials actually carry (Concrete, Metals, Masonry, Finishes…)
- Group by None: Flat list, in the order materials were added
- Group by Category (default): Materials organized under category headers
- Group by Unit: Materials organized under unit headers (m³, ton, m², nos, etc.)
- Clear filters: Click Clear in the filter strip to remove all active filters
Full Guide
Search
The search box filters your inventory by material name. Start typing and the table updates instantly:
- Search is case-insensitive
- Matches any part of the material name
- Clears when you switch tabs
Category Filter
Click Filter above the table, then Category, to open the filter dropdown:
- Select one or multiple categories (multi-select)
- The options are the categories of the materials in your inventory — the construction divisions they were approved under, such as Concrete, Metals, Masonry, Finishes or Thermal & Moisture Protection. A category with no material in it is not offered
- Active filters show as a count on the Filter button and as a chip in a strip above the table
- Click again to add/remove categories
This is useful on large projects where you might have 50+ materials and need to focus on a specific type.
Group By
The Group button lets you organize the inventory table into sections:
None
- Flat list, in the order materials were added to inventory
- Best for: small inventories, searching across all materials
Category (default)
- Materials grouped under category headers (Concrete, Metals, Masonry, etc.)
- Each group header shows how many materials it holds
- Best for: reviewing stock by material type, checking category-level budgets
Unit
- Materials grouped under unit headers (m³, ton, m², nos, etc.)
- Best for: planning logistics (deliveries are often grouped by how materials are measured)
Combining Filters
You can combine search, category filter, and grouping:
Set grouping
Click Group → Category → materials organize into groups (this is how the tab opens).
Apply category filter
Click Filter → Category → select "Concrete" and "Metals" → only those groups remain.
Search within results
Type in search → further narrows within the filtered groups.
Clearing Filters
When filters are active, they show as chips in a strip above the table — remove one with its ×, or click Clear to remove them all and return to the full list. Search and grouping are independent — they need to be cleared separately.
Related
- Inventory Overview — Full column reference
- Adding Materials — Getting materials into your inventory
Questions
Can I save my filters or grouping?
No. They last only while you're on the Resources page: opening a material or going elsewhere resets them. Search also clears when you switch tabs.
Can I search by spec or supplier?
No. Search matches the material name only. Use Filter → Category to narrow by type.
Can I filter the inventory by vendor?
No. Category is the only filter on the Inventory tab. To see what one vendor has supplied, open the Deliveries tab and filter by Vendor.