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Knowledge Base

Knowledge base for EZOfficeInventory; the leading asset tracking software and inventory management system.

1 – GETTING STARTED
1.1 – Getting Started Guide
1.2 – Demo Videos
1.3 – Figuring out your item types (Assets, Asset Stock or Inventory)
1.4 – Working with items
1.5 – Migrating data from another Asset Tracking Software to EZOfficeInventory

2 – SETTING UP DATA
2.1 – Importing from excel sheets
2.2 – Importing Images and Documents from excel sheets
2.3 – Setting up and using Custom Fields
2.4 – Hiding some fields that came with EZOfficeInventory

3 – ACCESS AND VISIBILITY CONTROL
3.1 – Flavors of Arbitration
3.2 – Controlling who can log in
3.3 – Access Control in large teams
3.4 – Email Alerts for Members

4 – BUNDLES AND PACKAGES
4.1 – Getting Started with Packages
4.2 – Getting Started with Bundles

5 – PRINTING LABELS, BARCODES AND QRCODES
5.1 – Designing Labels
5.2 – QR Codes versus barcodes and best practices
5.3 – Using Avery/Third Party Labels
5.4 – Printing Labels
5.5 – Printing labels for items that are not in your account as yet
5.6 – Print label data for commercial printing
5.7 – Scanning in the existing barcodes in case you already have them
5.8 – Setting up a QR Code Scanner with EZOfficeInventory on your PC/Mac
5.9 – Scanning Location AINs in EZOfficeInventory
5.10 – Print Labels with Display Images of Items

6 – SCANNING LABELS AND MOBILE APP
6.1 – Setting up a Barcode Scanner
6.2 – Setting up & using a Barcode Scanner with EZOfficeInventory Mobile App
6.3 – Mobile App in action (Video)
6.4 – Scanning labels in bulk
6.5 – Making QR Codes useful by enabling Public Scanning
6.6 – Scanning Location barcodes in EZOfficeInventory Mobile App

7 – RESERVATIONS AND REQUESTS
7.1 – Reservations Overview
7.2 – Manage reservations for staff
7.3 – Customize email templates for reservations
7.4 – Reservations Counter on the Dashboard

8 – MAINTENANCE AND SERVICE MANAGEMENT
8.1 – Service Tickets versus Maintenance Events
8.2 – CMMS: Recurring Maintenance Management
8.3 – CMMS: Service Triage
8.4 – Getting Alerts on Services and Maintenance Events 
8.5 – Customizing Email Alerts on Services and Maintenance Events 
8.6 – Service Events on the Dashboard
8.7 – Services and Maintenance on the Mobile App
8.8 – Tracking Service Tickets in Zendesk

9 – EQUIPMENT AND PROCUREMENT MANAGEMENT
9.1 – Equipment and Cart Management at Events and Workplaces (Jobs)
9.2 – Procurement Management: Tracking Purchase Orders
9.3 – Computerized Maintenance Management System: Recurring Maintenance and Service Triage 

10 – REPORTS, DATA EXPORT & BACKUP
10.1 – Item Reports in EZOfficeInventory
10.2 – Backup data on Dropbox
10.3 – Exporting data to CSV/Excel
10.4 – Exporting PDF reports with pictures

11 – IDENTIFICATION NUMBERS AND LOCATIONS
11.1 – Using your own Identification Numbers for items
11.2 – Using Identification Numbers for members
11.3 – Understanding Default and Stock Locations
11.4 – Location Barcode Management

12 – SETTINGS
12.1 – Dashboard Calendar: Stay on top of all Activities and Events
12.2 – Ordering custom fields
12.3 – Company logo
12.4 – Access EZOfficeInventory using your Company URL
12.5 – Request Audit for Item verification

13 – LOGIN OPTIONS & AUTHENTICATION
13.1 – EZOfficeInventory Login Options
13.2 – Integrating Active Directory/LDAP
13.3 – Integrating SAML on EZOfficeInventory

14 – SEAMLESS INTEGRATIONS
14.1 – LDAP Integration
14.2 – Handheld Scanner Integration
14.3 – Zendesk Integration
14.4 – SAML SSO Integration

15 – REFERRALS
15.1 – Refer a friend and earn valuable discounts

16 – MOBILE APPS AND MORE
16.1 – Mobile App Overview: Version 5.1
16.2 – Mobile App Download: iOS
16.3 – Mobile App Download: Android OS
16.4 – Mobile App Download: Amazon OS
16.5 – Google Chrome App

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This list is developing overtime. If you’re unable to find what you’re looking for, drop us an email at support@ezofficeinventory.com

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