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How do I manage my Inventory?


Instruction

Allows the user to keep track of inventory items in storage or installed in a particular unit.

There are three places to enter Inventory:

1.  Property > Inventory > New Inventory Item

2.  Within an Invoice on the Distribution Line (clicking the + on the right)

3.  Within the location (Building, Unit, Rentable item or WOIT account.

 

  • Enter the property
  • Select the Categories (this is a customization list)
  • Name this Inventory item
  • Assign it to a location (Bldg, Unit, Rentable Item, WOIT)
  • Enter any desired description
  • Enter item details (Make/Model/Serial #/Color/Size)
  • If applicable, enter warranty expiration date
  • Enter any desired information in the Purchasing section 
  • Save

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

 

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Permissions and Settings

To [action] you need permission to [name of permission]. To do this go to Admin > User >  (Select User) > Change Permissions > [Settings Category] > [Name of Setting]

In order to [action], you need to [Description of Setting]. Click here to read how to set that up.

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