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FAQs

At EZOfficeInventory, we are committed to providing an unmatched support experience. Here’s how to get in touch:

  1. Emailsupport@ezofficeinventory.com
  2. Bloghttp://blog.ezofficeinventory.com – great place to start off and read about our existing and upcoming features
  3. Feature Requesthttp://ezofficeinventory.uservoice.com – we want our community to be involved in helping us define the products roadmap. Placing feature requests here allow for others to view and vote on them

FAQs of EZOfficeInventory are listed below

Account/Users Related (14)

How do I change the invitation mail sent to new members?

To customize the email sent to invited members: 1) Enable Email Customization from Settings → Add-ons → Email Templates. 2) From the same setting, click the link ‘Configure Email Templates’. It’ll take you to the email template listing. 3) Hit … Continue reading

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Our company administrators manage the checkouts, reservations and other actions of our staff users. We therefore do not want the staff users to log in.

It is possible to specify and select which members are allowed to login. This can be done by unchecking ‘Enable member to login’ on the Member Detail page. If doing a mass import, you can have a column with ‘Yes’ … Continue reading

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What should I be careful of when importing items from an Excel Sheet?

1) The first step is to make sure that you’ve finalized the mapping of your excel sheet columns to fields in EZOfficeInventory. Take a look at the predefined fields with assets and inventory. If they are not sufficient, add custom … Continue reading

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Can I disable some of the login options in EZOfficeInventory?

There are four ways to log in to EZOfficeInventory: A standard email-password combination Using your Google Account Using your Microsoft Account Using SAML Single-Sign-On (SSO) Each of these options can be disabled or enabled by the account owner from Name … Continue reading

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How do I periodically backup my EZOfficeInventory data?

Data backups are offered through Dropbox. You can enable this option from Settings -> Add Ons -> Periodic Data Backup -> Add Dropbox account. The following components are synced: Check-out and Check-in Events All Active Assets Line Items All Inventory … Continue reading

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How is the limit on number of items for a subscription package calculated

Depending on your subscription package, you’ll have a limit on how many items you can track. This limit is a sum of Assets, Asset Stock and Inventory. Assets: All active assets are counted towards the package limit. This does not include … Continue reading

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I have not received an email from EZOffice regarding my registration/confirmation.

Often, customers’ junk mail filter settings are such that system-generated emails end up in junk mail folders. Please change your mail settings to add *@ezofficeinventory.com to your ‘safe list’. To resend an account confirmation email, go to the login page … Continue reading

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Do inactive users count towards the subscription package limit?

No, only active users are counted towards the maximum users limit.  

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What are inactive members and why can’t I delete an existing member from EZOffice?

We don’t allow members to be deleted as it may invalidate the checkout history of assets. As an example, John Smith may have used a laptop before leaving the company. If his member record was to be deleted, the laptop’s … Continue reading

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How can I change ownership of my account?

As an account owner, you can transfer ownership to any (confirmed) administrator from Settings -> Company Settings -> Company Profile -> Change Owner.

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After deactivating a member, I get an error when trying to reuse the email address for a new member. Why?

EZOffice does not allow an email address to be used for more than one member, even across companies. Please note that a member that has been deactivated or is disabled (not allowed to login) still exists in our database and … Continue reading

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Can I cancel my subscription at any time?

You can downgrade, upgrade, or cancel your account at any point in time. There are no extra charges. The option is available under Settings -> Billing -> Cancel my account.

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How can a confirmation email be resent to a staff user’s account?

Confirmation emails for an unconfirmed member’s account can be resent by going to the Login page and following the process for “Forgot your password?”. Entering a member’s email address will resend a confirmation email to the member’s inbox. If the … Continue reading

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What types of alert do I get on each user level i.e. Account Owner, Admin, or a staff user?

Type of alerts that can be sent to each user level can be either ‘an email sent for each subscribed event’ or ‘a daily digest that summarizes all the events for the day’. Staff users receive email alerts for actions they’ve … Continue reading

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Application Integration (5)

Can I disable some of the login options in EZOfficeInventory?

There are four ways to log in to EZOfficeInventory: A standard email-password combination Using your Google Account Using your Microsoft Account Using SAML Single-Sign-On (SSO) Each of these options can be disabled or enabled by the account owner from Name … Continue reading

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What if the Identity Provider asks for 4 attributes e.g. First Name, Last Name, Email and Principle Name? Will it matter as EZOfficeInventory only looks for First Name, Last Name and Email?

The extra attribute will not be an issue. However, while configuring, you’d most probably have to map the exact attribute names of the first name, last name and email fields that are provided by the Identity provider in the Settings … Continue reading

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How to verify the information while setting up SAML Integration for EZOfficeInventory?

Following are some of the URLs that you may require during the configuration process: -Sign On URL: https://<Your Company’s Subdomain>.ezofficeinventory.com/users/sign_in -Identifier/Issuer: https://www.ezofficeinventory.com (Note: Do not enter your subdomain with it) -Assertion Consumer Service URL: https://<Your Company’s Subdomain>.com/users/auth/saml/callback Learn More

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How to paste your SAML SSO Certificate?

During the EZOfficeInventory’s configuration process, paste the certificate in the field in between the following marks: —–BEGIN CERTIFICATE—– Paste certificate details here —–END CERTIFICATE—–

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Someone at your organization tried accessing your EZOfficeInventory portal through SAML, but could not log in. To fix this, verify that your integration has been set up correctly.

A common issue is not having Last Name and Email attributes configured in your SAML Set Up. To diagnose this: 1) Make sure EZOfficeInventory is getting the Last Name and Email for members. The relevant options are available under Settings … Continue reading

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Asset (8)

How do I delete multiple assets?

Deleting an asset permanently removes it from the system. We recommend that you ‘retire’ assets that are no longer needed. Only the account owner can delete assets/inventory records in bulk to clean the account. Steps: 1) From Settings -> Company … Continue reading

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I want to use my own serial numbers!

EZOfficeInventory assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, the second is #2, and … Continue reading

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What is the difference between asset retirement and asset deletion?

Asset retirement deactivates said asset from our system. Retired assets do not count towards the subscription package limit and cannot be used actively. Asset deletion, on the other hand, permanently deletes an asset from the system. This includes checkout history, … Continue reading

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How do I undo an asset retirement?

To activate an asset that has been retired, filter the asset listing for retired assets. Next, select the assets needing activation, and simply use the ‘activate’ action.  

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How can I calculate and apply depreciation to my assets?

EZOffice supports asset depreciation, which can be enabled from Settings -> Add Ons. At the moment, we support straight-line depreciation with support for group-specific rates.  

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What is the difference between asset, asset stock, and inventory in EZOffice?

Assets are items such as computers, cars, projectors, etc., that employees are likely to check-out and check-in. They have a long life and are not consumable like paper or office stationery. Asset Stock refers to items which are used over … Continue reading

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Is there a way to group assets and then ungroup them when required?

If you’re looking to have asset packages that can be checked-in and checked-out as one, go to http://blog.ezofficeinventory.com/managing-assets-through-groups/.

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How can I set alerts for warranty renewals whenever an item requires one?

You can setup a custom field of type ‘Date field (Alert)’ from More -> Custom fields -> Items. Associate it with a specific group or all the future groups. Once created, you can then add the value for this custom … Continue reading

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Asset Labels / Tags (12)

I want to use my own serial numbers!

EZOfficeInventory assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, the second is #2, and … Continue reading

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How do I print display pictures of items on the Print Labels?

You can choose to print labels with pictures. When designing a label (Settings -> Print Label -> edit an existing one or create new), include all necessary information from the design elements given with the canvas. Don’t forget to include … Continue reading

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Can I print Item Tags or Labels before adding items to EZOfficeInventory?

Labels can only be generated if an item exists in our system. If you need the labels printed beforehand, an easy workaround is to create placeholders. For QR-Coded labels: Add an asset named ‘Placeholder’, then Clone it to make more … Continue reading

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I need all my Print Label data in an excel sheet.

You can use EZOfficeInventory to print professional labels (Learn More). However, if you’d like to go for commercial printing, you may need to hand over the Print Label data to your printing service. This option is available under Your name at … Continue reading

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How do I scan in existing barcodes?

If you already have barcodes on your items, you can simply scan them into EZOfficeInventory. The barcodes are stored in the Identification Number field. 1) Get the EZOfficeInventory mobile app on your iPhone/iPad or Android device. 2) When editing/adding an … Continue reading

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Which label papers & printers does EZOfficeInventory recommend, and where can I get them?

If you just want to print a bunch of labels, you can head to your local Staples store and buy an Avery pack of stickies. If you want to print one by one, you can go for a dedicated printer … Continue reading

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Is it possible to generate QR codes before assigning them to the actual assets?

Yes, you can generate QR codes in advance, using the following steps: Create (placeholder) assets and populate any fields that you may require. You can now generate QR codes and even print labels for the assets in advance.

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Can I generate URLs for the QR codes without going through EZOffice?

Our system generates secure tokens as part of the QR codes to ensure data security and validate scans. You must use EZOffice generated QR codes to ensure compatibility.  

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Can I print multiple asset labels on the same page?

You’ll need to disable single-click printing. To do this, click on ‘print queue’ on the top right. 1. Uncheck ‘enable single-step printing’. 2. Print labels without single-step printing by: 2a. Click on ‘print label for an asset’, which will add … Continue reading

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Will we be forced to switch to QRCodes if we currently use custom barcodes? What’s the easiest way to enter barcode information?

We recommend QR Codes since they have a richer data representation capability – we actually expect them to replace bar codes as a standard in the future! However, we fully support legacy barcodes as well. If you chose to go … Continue reading

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What are the recommended dimensions of asset label? What could be the maximum and minimum size?

Your asset label size and material will be determined by the size, type and use of your assets. Smaller assets like wireless mice may need compact labels where as a power drill used in construction projects may need larger, more … Continue reading

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What is the Identification Number of an item

Identification Number field is available with all items (Assets, Asset Stock, and Inventory). This not a mandatory field, but can be used for the following functions: Record your own unique Serial Number: EZOfficeInventory gives you an Asset # (or Asset … Continue reading

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Cart (2)

How to print a packing list?

NOTE: This requires enabling the ‘Cart Module’ from Settings -> Add Ons. If you are packing items for an event or shipment, you will want to create a checklist or a packing list for the items. With EZOfficeInventory, this is … Continue reading

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How to set up a QR Code scanner with EZOfficeInventory on PC/Mac

A QR Code scanning hardware can be used with EZOfficeInventory in your PC/Mac browser. To configure EZOfficeInventory: 1) From Settings -> Add Ons, enable ‘Cart Module’ 2) On the same page, enable ‘Barcode Reader / Hardware Integration’. 3) Also check … Continue reading

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Check-in/ Check out (14)

Can I scan ID Cards that our staff carry to check out items to them?

Yes. Here is how to set it up: 1) The ID Cards should have barcodes on them 2) Enter these barcode sequences to the ‘Identification number’ field in member details. Say Sarah’s barcode reads HR-002452. You’ll edit the member record … Continue reading

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How do I get a list of late returns?

You may need to pull up a list of assets that were not checked back in (returned) on time. One common use case that we’ve seen is with checking out equipment in clubs, labs and schools. Say you want to … Continue reading

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Can staff users check-in and checkout assets?

Staff users can check-in and checkout assets on their own without the need for an admin to approve if the company is non-arbitrated (Settings -> Arbitration -> Disabled) To check-in an asset, either the assigned user or an administrator can … Continue reading

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Can I mass check-in/checkout assets items?

There are two ways to mass check-in or checkout an asset. a. Upload an excel file (Asset -> Import from Excel Sheet -> Check-in/Checkout of Assets) with columns: Mass check-in:    asset# (or Asset Identification Number), “true” Mass check-out: asset# (or … Continue reading

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Can I check-in/checkout multiple assets using one main asset?

Use Packages to manage multiple assets that are clamped together, such that they are always checked out and checked-in together e.g. a Camera, lens and batteries. Assets in a package cannot be checked in/out individually. The entire package will be … Continue reading

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Can I check out an asset indefinitely?

Select “checkout indefinitely” during the checkout process in order to indefinitely checkout the asset.  

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What happens if an asset becomes overdue?

The asset custodian is sent an email on the day the asset becomes overdue. An administrator is also shown overdue assets on the dashboard (calendar). An administrator can also use the Filter -> Check in Overdue on the asset listing … Continue reading

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Can one asset be checked out to multiple users?

An asset can only be assigned to a single member at a time.  

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Can I set location at the time of check-in/check out? Will it be GPS aware?

Yes, you may select the location for the predefined set of locations (created by the administrator). To enabled this feature go to Settings > Company Settings > Policy > Locations, and select the appropriate check boxes. The location set at … Continue reading

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Can an asset be checked out to a company or a location instead of an individual?

No, currently we do not support this functionality. A workaround is to create a member account that represents a company, etc.

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Is it possible to send a request for an early check in to an individual who has checked out a certain asset?

Yes, it is possible for the administrator to request an early check-in of an asset. There are two ways to accomplish this: On the asset page click on the “Request Checkin” button. In the Asset Listing page, select the relevant … Continue reading

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Does an admin get alert for overdue items?

The user who has the asset checked out gets an email sent on the day it becomes overdue. You, as an admin, can track overdue assets by viewing the calendar on the dashboard or by clicking the filter -> check … Continue reading

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How do I track a job or project number against asset checkouts

You can create a custom field called project number and enable the following options: 1. Display at Checkout 2. Only record with Checkout event. Do not update the value of asset This will update the value of the custom field … Continue reading

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How can admins check out multiple items through scanning?

To check out items through scanning you need to use the mobile app. To do this: 1. Log in the mobile app.  (Make sure you have admin rights) 2. Select the following icon in the mobile app 3.Select mass scan/user … Continue reading

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Company Settings (1)

How can I customize the name/label of the Add Stock, Transfer Stock, and Sale action buttons?

There is an option in EZOfficeInventory which enables businesses to customize some of the action button labels from Settings → Company Settings → Custom label. This enable businesses to rename the action button labels that best describes them for their … Continue reading

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Custom Fields (6)

What should I be careful of when importing items from an Excel Sheet?

1) The first step is to make sure that you’ve finalized the mapping of your excel sheet columns to fields in EZOfficeInventory. Take a look at the predefined fields with assets and inventory. If they are not sufficient, add custom … Continue reading

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I want to hide some fields that came with EZOfficeInventory

Plan on not using some fields in EZOfficeInventory? You can hide them. Your name at top right -> Settings -> Company Settings -> Advanced Settings -> Fields to hide from items -> Enabled -> Choose which fields to hide

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Can I search through using custom attribute value?

Yes, custom attributes are searched through as part of the general search function.  

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When uploading an Excel document, I get the error ‘A maximum of 1000 records can be imported’.

This error is shown when the Excel file you are trying to upload contains more than a thousand rows. This applies even when the rest of the rows are empty. To fix this, highlight any rows beyond a thousand and … Continue reading

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How can I set alerts for warranty renewals whenever an item requires one?

You can setup a custom field of type ‘Date field (Alert)’ from More -> Custom fields -> Items. Associate it with a specific group or all the future groups. Once created, you can then add the value for this custom … Continue reading

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Error when searching on a custom field value for an item/cart/purchase order?

The search bar at the top will not give any results if search is performed on custom field value having more than 1024 characters stored under its value. This applies to custom fields created for Items, Carts and Purchase Orders.

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Custom Filters (1)

How do I filter items by specific attributes using Custom Filters?

What are Custom Filters? Custom Filters help you sort through items based on specific attributes. By allowing you to quickly organize information relating to items, dates, vendors, and the like, they can help you save time and streamline the management … Continue reading

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Exporting Data (1)

What Information/Data can I Export from EZOfficeInventory?

The ‘export to CSV’ feature is currently available for the following areas of the system: – Assets – Asset Stock – Inventory – Users – Locations – Groups – Vendors – Members – Reports – Documents – To export data … Continue reading

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Importing Data (9)

What should I be careful of when importing items from an Excel Sheet?

1) The first step is to make sure that you’ve finalized the mapping of your excel sheet columns to fields in EZOfficeInventory. Take a look at the predefined fields with assets and inventory. If they are not sufficient, add custom … Continue reading

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How do I add AINs with leading 0′s in Excel Import

To import assets with AINs with leading 0′s you can go with either of the following options: 1. In Excel, right click the AIN column -> Format Cells -> Text . And then add a leading 0 to the relevant … Continue reading

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You’re trying to import your LDAP server users to EZOfficeInventory, but facing an error during the process. To fix this, verify that you’re doing it right.

A common issue for an unsuccessful import/sync process is not having Last Name and Email attributes configured in your LDAP server. Also look out for invalid users’ email addresses.

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What if the Identity Provider asks for 4 attributes e.g. First Name, Last Name, Email and Principle Name? Will it matter as EZOfficeInventory only looks for First Name, Last Name and Email?

The extra attribute will not be an issue. However, while configuring, you’d most probably have to map the exact attribute names of the first name, last name and email fields that are provided by the Identity provider in the Settings … Continue reading

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How to verify the information while setting up SAML Integration for EZOfficeInventory?

Following are some of the URLs that you may require during the configuration process: -Sign On URL: https://<Your Company’s Subdomain>.ezofficeinventory.com/users/sign_in -Identifier/Issuer: https://www.ezofficeinventory.com (Note: Do not enter your subdomain with it) -Assertion Consumer Service URL: https://<Your Company’s Subdomain>.com/users/auth/saml/callback Learn More

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Someone at your organization tried accessing your EZOfficeInventory portal through SAML, but could not log in. To fix this, verify that your integration has been set up correctly.

A common issue is not having Last Name and Email attributes configured in your SAML Set Up. To diagnose this: 1) Make sure EZOfficeInventory is getting the Last Name and Email for members. The relevant options are available under Settings … Continue reading

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How do I import images and documents when importing from Excel?

You can create document linkages for items right as you update or upload them through an excel sheet. You can attach up to 5 public URL documents upon item import  To do this, add the 5 document links – separated by … Continue reading

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When uploading an Excel document, I get the error ‘A maximum of 1000 records can be imported’.

This error is shown when the Excel file you are trying to upload contains more than a thousand rows. This applies even when the rest of the rows are empty. To fix this, highlight any rows beyond a thousand and … Continue reading

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How do I import assets from Excel with leading zeros in their asset identification number (AIN)?

If you’re having trouble importing AINs with leading 0s, use the following technique: Convert Excel to CSV using File -> Save As -> Format: CSV. Highlight the column with AINs -> Right Click -> Format Cells -> Custom. In ‘Type’, … Continue reading

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Inventory (6)

What is the difference between asset, asset stock, and inventory in EZOffice?

Assets are items such as computers, cars, projectors, etc., that employees are likely to check-out and check-in. They have a long life and are not consumable like paper or office stationery. Asset Stock refers to items which are used over … Continue reading

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Can I manage my stock count by scanning an inventory item?

Yes, you can do this using our mobile app. Upon scanning the asset label, take the appropriate action i.e. Add Stock or Sale to change the inventory count.  

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How can I set up low-level stock alerts?

To trigger a low stock alert when the quantity falls below a certain amount, first enable the alert by going to Alerts -> Inventory Threshold. Second, edit the Inventory and set the threshold amount in ‘Low Stock Threshold’ and ‘Location Threshold’. … Continue reading

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Is there a way to undo a sale logged by mistake?

To undo a sale or stock addition, use the Stock History button on the right side of the inventory detail page. In the stock history details, click the ‘x’ at the right side of the action you need to undo. … Continue reading

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How to remove stock from inventory on the mobile app?

From the Inventory Listing Page on the mobile app, go to the inventory item’s detail page you want to remove stock from! For example, Lens cleaning solution required for a photoshoot (See image below). Hit ‘Remove Stock’. Fill in the … Continue reading

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How do I transfer inventory stock from one location to another?

Inventory stock can be transferred by turning on the Transfer of Inventory feature from Settings -> Add Ons -> Transfer of Inventory. Once enabled, a button showing ‘Transfer Inventory’ will be displayed inside the details page of any inventory stock.

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Mass Data Actions (6)

How do I delete multiple assets?

Deleting an asset permanently removes it from the system. We recommend that you ‘retire’ assets that are no longer needed. Only the account owner can delete assets/inventory records in bulk to clean the account. Steps: 1) From Settings -> Company … Continue reading

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What should I be careful of when importing items from an Excel Sheet?

1) The first step is to make sure that you’ve finalized the mapping of your excel sheet columns to fields in EZOfficeInventory. Take a look at the predefined fields with assets and inventory. If they are not sufficient, add custom … Continue reading

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Is it possible to migrate my data from our legacy system to EZOffice? Do you provide tools and services to help facilitate such ‘data import ’ tasks?

Yes, migrating over your data from your legacy system (Database, Excel spreadsheet, etc) is one of our most popular features. The typical migration process is outlined below. Export data from your legacy system into a CSV file. Use our Bulk … Continue reading

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Can I export/backup all my data from your system at any time?

Yes, we provide easy to use canned reports which allow data to be exported into a CSV file (a common format understood by Microsoft Excel). We also offer custom data migration (export/import) to corporate customers as an add-on service who … Continue reading

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Our legacy system contains data fields that are not present in EZOffice. How do I incorporate these data fields during data import?

Our custom attributes feature allows you to add new data fields for the assets. Once you have defined all such fields in our system, you can simply use the normal Bulk tool to map your legacy fields onto the newly … Continue reading

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When uploading an Excel document, I get the error ‘A maximum of 1000 records can be imported’.

This error is shown when the Excel file you are trying to upload contains more than a thousand rows. This applies even when the rest of the rows are empty. To fix this, highlight any rows beyond a thousand and … Continue reading

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Misc/General (7)

Can I disable some of the login options in EZOfficeInventory?

There are four ways to log in to EZOfficeInventory: A standard email-password combination Using your Google Account Using your Microsoft Account Using SAML Single-Sign-On (SSO) Each of these options can be disabled or enabled by the account owner from Name … Continue reading

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Can I change the default currency in EZOffice?

To change the default currency label from USD to another, go to Settings-> Company Settings -> Company Profile.  

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How can I customize the name/label of the Add Stock, Transfer Stock, and Sale action buttons?

There is an option in EZOfficeInventory which enables businesses to customize some of the action button labels from Settings → Company Settings → Custom label. This enable businesses to rename the action button labels that best describes them for their … Continue reading

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How can I customize the columns on my Asset/Asset-Stock/Inventory listings, or the thumbnail view for the same?

Follow these steps: 1. Go to the item listing (Items -> Asset/Asset-Stock/Inventory) 2. Select the List View on the left. 3. Make sure the Compact View button is not pressed (if it is, click on it to de-press it) 4. Scroll … Continue reading

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How do I hide some of the basic data fields in EZOfficeInventory?

1. Go to Name -> Settings -> Company Settings -> Advanced Settings -> Fields to Hide for Items. 2. Enable the setting, choose the fields to hide (and the item type), and click Save Settings.

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What Information/Data can I Export from EZOfficeInventory?

The ‘export to CSV’ feature is currently available for the following areas of the system: – Assets – Asset Stock – Inventory – Users – Locations – Groups – Vendors – Members – Reports – Documents – To export data … Continue reading

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How can I change the language on EZOfficeInventory?

To change the language, you first have to enable the translator from Name -> Settings -> Company Settings -> Company Profile -> Language Translator and save the setting. Once saved, you’ll spot the language switch dropdown menu at the very … Continue reading

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Mobile Application (3)

How to set up and use a Barcode scanner with EZOfficeInventory mobile app

EZOfficeInvetory comes with a Barocde and QR Code scanning functionality. It uses your phone/tablet’s camera. So there’s no need to invest in an external scanner. However, if you have devices that are hooked up to terminals for self service, and … Continue reading

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Can I record data locally on my app and upload it when a connection is available?

At the moment EZOffice mobile app requires a live internet connection. We’re looking into the possibility of offline mode  

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How to remove stock from inventory on the mobile app?

From the Inventory Listing Page on the mobile app, go to the inventory item’s detail page you want to remove stock from! For example, Lens cleaning solution required for a photoshoot (See image below). Hit ‘Remove Stock’. Fill in the … Continue reading

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Partnership/Reselling (1)

We are a commercial printing service. How do we print labels for our customers who use EZOfficeInventory?

EZOfficeInventory has a  built in Label Designer (Learn More). Mostly the corporate customers opt for commercial printing,  and they can handover the Print Label data to your printing service. Here is a quick step by step process to go about … Continue reading

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Payments (4)

How I could be sure that my payment credentials are not going to be misused?

We are PCI compliant (http://en.wikipedia.org/wiki/Payment_Card_Industry_Data_Security_Standard) and comply with US federal laws governing financial transactions.  

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Need invoices of my subsubcription

The account owner can view and print invoices from Settings -> Billing -> Invoices. We also send the invoice in an email to the account owner as they kick in. You can change the Billing Address on the invoice from … Continue reading

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How can I switch my credit card for billing?

To change your credit card on file, go to Settings -> Billing -> Update Billing Info

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Pricing and Packages (4)

Can my finance team receive payment receipts / invoices for our account automatically

Yes, you can add their email addresses to Settings -> Company Settings -> Company Profile -> Email Invoices (enabled) and they’ll be emailed the invoices, as they get generated.

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Do you offer Non Profit discounts?

We sincerely believe in playing our part as responsible corporate citizens and contributing to local communities. We offer a 20% discount program for all 501(c)(3) organizations. This includes all Non Profit and Educational Institutions. Furthermore, we offer a 10% discount … Continue reading

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What is the cost of upgrading a yearly package before a year?

There is no cost of upgrading a yearly package before the year. You will be charged on a prorated basis for the difference.  

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What are the different corporate packages?

We offer a wide variety of packages tailored to your needs. To get a quote for a corporate package, get in touch with us. Moreover, we offer a number of add on features and services of our corporate customers Please … Continue reading

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Printing Labels (10)

Label print outs are slightly off from what the pdf shows

If you’re using Google Chrome or Firefox, the labels pdf can be directly opened in the browser from Notification Bell -> Print Queue -> Recent Printed. We recommend printing from here instead of printing from a separate pdf reader which … Continue reading

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I want to use my own serial numbers!

EZOfficeInventory assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, the second is #2, and … Continue reading

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I want to print labels for items that are spread across different pages

Don’t use single step printing, which prints labels right away. From Notifications Bell -> Print Queue -> Enable Single Step Printing, uncheck this option. Now you can collect items in the print queue before printing them all. When you take … Continue reading

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Can I print Item Tags or Labels before adding items to EZOfficeInventory?

Labels can only be generated if an item exists in our system. If you need the labels printed beforehand, an easy workaround is to create placeholders. For QR-Coded labels: Add an asset named ‘Placeholder’, then Clone it to make more … Continue reading

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I need all my Print Label data in an excel sheet.

You can use EZOfficeInventory to print professional labels (Learn More). However, if you’d like to go for commercial printing, you may need to hand over the Print Label data to your printing service. This option is available under Your name at … Continue reading

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What’s the process for commercial printing?

You can use EZOfficeInventory to print professional labels (Learn More). However if you’d like to go for commercial printing, you may need to handover the Print Label data to your printing service. Here is a quick step by step process … Continue reading

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Can I use a barcode scanner (optionally with: bluetooth / mobile / iOS / Android)

Yes you can. The only condition is it must be HID compatible and programmable (to add ‘@’ sign before and after the scan). You will want to enable Settings -> AddOns-> Hardware Integration for optimizing the behavior although the scanner … Continue reading

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We are a commercial printing service. How do we print labels for our customers who use EZOfficeInventory?

EZOfficeInventory has a  built in Label Designer (Learn More). Mostly the corporate customers opt for commercial printing,  and they can handover the Print Label data to your printing service. Here is a quick step by step process to go about … Continue reading

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Which label papers & printers does EZOfficeInventory recommend, and where can I get them?

If you just want to print a bunch of labels, you can head to your local Staples store and buy an Avery pack of stickies. If you want to print one by one, you can go for a dedicated printer … Continue reading

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How to print on dedicated label printers (brothers, dymo etc.)

There are two ways to go about it. a) You can design the labels in the printers’ utility using the EZOfficeInventory data b) Or you can directly print from EZOfficeInventry Printing via Utility 1) Make sure that the printer utility … Continue reading

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PrintOuts (1)

How to print a packing list?

NOTE: This requires enabling the ‘Cart Module’ from Settings -> Add Ons. If you are packing items for an event or shipment, you will want to create a checklist or a packing list for the items. With EZOfficeInventory, this is … Continue reading

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reports (1)

How can I save a Custom Report for future use?

Make sure you have enabled ‘Save Custom Reports’ from Settings > Add Ons. Once you run a report by clicking on ‘Apply Filters’, you will be shown a button prompting you to ‘Save Report’.

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Scanning (6)

Can I scan ID Cards that our staff carry to check out items to them?

Yes. Here is how to set it up: 1) The ID Cards should have barcodes on them 2) Enter these barcode sequences to the ‘Identification number’ field in member details. Say Sarah’s barcode reads HR-002452. You’ll edit the member record … Continue reading

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Can I use a barcode scanner (optionally with: bluetooth / mobile / iOS / Android)

Yes you can. The only condition is it must be HID compatible and programmable (to add ‘@’ sign before and after the scan). You will want to enable Settings -> AddOns-> Hardware Integration for optimizing the behavior although the scanner … Continue reading

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How to set up a QR Code scanner with EZOfficeInventory on PC/Mac

A QR Code scanning hardware can be used with EZOfficeInventory in your PC/Mac browser. To configure EZOfficeInventory: 1) From Settings -> Add Ons, enable ‘Cart Module’ 2) On the same page, enable ‘Barcode Reader / Hardware Integration’. 3) Also check … Continue reading

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How to set up and use a Barcode scanner with EZOfficeInventory mobile app

EZOfficeInvetory comes with a Barocde and QR Code scanning functionality. It uses your phone/tablet’s camera. So there’s no need to invest in an external scanner. However, if you have devices that are hooked up to terminals for self service, and … Continue reading

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What are the different options for devices which I can use for scanning a label on an Asset/Inventory item? Are there any special devices needed?

There are no special purpose devices needed for scanning. A modern smartphone with a camera should be sufficient to scan asset labels.  

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What is the minimum size of an Asset Label to be read by a scan in EZOffice?

There is no minimum size of an Asset Label. The size of a label should be determined based on the quality of your smartphone camera.  

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Security (1)

Can I disable some of the login options in EZOfficeInventory?

There are four ways to log in to EZOfficeInventory: A standard email-password combination Using your Google Account Using your Microsoft Account Using SAML Single-Sign-On (SSO) Each of these options can be disabled or enabled by the account owner from Name … Continue reading

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Training/Demo/Webinar (1)

Can I have any training programmes arranged for my staff users/members? Does EZOffice have some specialized programme for this purpose?

A remote demo can be arranged for your team using desktop sharing tools at your convenience.  

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User Permission (4)

Our company administrators manage the checkouts, reservations and other actions of our staff users. We therefore do not want the staff users to log in.

It is possible to specify and select which members are allowed to login. This can be done by unchecking ‘Enable member to login’ on the Member Detail page. If doing a mass import, you can have a column with ‘Yes’ … Continue reading

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How to verify the information while setting up SAML Integration for EZOfficeInventory?

Following are some of the URLs that you may require during the configuration process: -Sign On URL: https://<Your Company’s Subdomain>.ezofficeinventory.com/users/sign_in -Identifier/Issuer: https://www.ezofficeinventory.com (Note: Do not enter your subdomain with it) -Assertion Consumer Service URL: https://<Your Company’s Subdomain>.com/users/auth/saml/callback Learn More

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Do I have the ability to restrict staff users to only view asset groups they have permission for?

Yes it is possible to enforce such a scheme through the ‘User Listings’ feature. To enable User Listing contact info@ezofficeinventory.com For more details: http://blog.ezofficeinventory.com/managing-large-teams/  

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Do members have the ability to request a reservation for assets? Consequently, can a member cancel a reservation request that they created themselves?

Yes, staff user can reserve an asset and then cancel the reservation at a later time. Intervention by the administrator is not required. For more details: http://blog.ezofficeinventory.com/reservation-requests/  

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