Filtering Materials and Assemblies in Ontraccr

🔍 Filtering Materials and Assemblies in Ontraccr
 

Overview

Ontraccr’s filtering tools help you narrow your view to focus on either individual materials or full assemblies. This makes it easier to locate the exact items you need, especially in large databases.

This article shows how to use the Filter and Status tools to customize your view.

🔽 Using the Filter Button

1. Go to the Materials Page.
2. Click the Filter button at the top.
3. Choose one or more filters:
   • Material – Show only individual material items.
   • Assembly – Show only assemblies (composite items).

📌 Tip: Deselect “Material” to view just your assemblies and vice versa.

🗂 Filtering by Status (Active vs. Archived)

1. Click the Filter or Status column header.
2. Use the status filter to choose:
   • Active – Default view (available materials)
   • Archived – View previously archived materials
   • Both – See everything

📌 Use Case: Use this to review old or inactive materials without deleting them from your database.

✅ Benefits of Filtering

• Quickly isolate materials ready to quote or reorder
• Review only assemblies for bundled items
• Filter out archived items from regular workflows