PleoStack

Filtering & Grouping Inventory

Search, filter by category, and organize your inventory view with grouping options.

Quick Summary
  • Search: Type in the search box to filter by material name
  • Category filter: Click the Category column header → 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: Materials organized under category headers
  • Group by Unit: Materials organized under unit headers (m³, ton, m², nos, etc.)
  • Clear filters: Click the clear button 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
Inventory table — use the search box to filter by name

Category Filter

Click the Category column header to open the filter dropdown:

Category filter set to Metals — the header shows how many categories are selected
  • 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 a visual indicator on the column header
  • 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 By dropdown lets you organize the inventory table into sections:

None (default)

  • Flat list, in the order materials were added to inventory
  • Best for: small inventories, searching across all materials

Category

  • 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
Grouped by Category — materials organized under type headers

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:

1

Set grouping

Set Group By to "Category" → materials organize into groups.

2

Apply category filter

Click Category header → select "Concrete" and "Metals" → only those groups remain.

3

Search within results

Type in search → further narrows within the filtered groups.

Clearing Filters

When filters are active, a Clear Filters button appears. Click it to remove all active category filters and return to the full list. Search and grouping are independent — they need to be cleared separately.

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