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Knowledge Base

You’ve reached the EZOfficeInventory Knowledge Base.

1 – GETTING STARTED

1.1 – Getting Started Guide
1.2 – Getting Started Guide [EZOfficeInventory Mobile App]
1.3 – Tutorial Videos

2 – IMPORTS AND EXPORTS

2.1 – Importing Items from Excel/CSV
2.2 – Importing Images and Documents from Excel/CSV
2.3 – Exporting Data to Excel/CSV
2.4 – Migrating Data to EZOfficeInventory

3 – CUSTOMIZATION

3.1 – Using Custom Fields
3.2 – Displaying your Company Logo
3.3 – Accessing Accounts with your Company URL
3.4 – Using Your Own Item Identification Numbers
3.5 – Hiding EZOfficeInventory Fields
3.6 – Setting Custom Roles in EZOfficeInventory
3.7 – Setting Project view for multiple projects in EZOfficeInventory
3.8 – Enable Account Settings for Your Region/Country
3.9 – Custom substates for workflows
3.10 – Custom substates Use Cases

4 – ITEMS AND CATEGORIZATION

4.1 – Assets, Asset Stock, and Inventory
4.2 – Creating New Assets via Scanning in EZOfficeInventory (PC/Mac)
4.3 – Groups in EZOfficeInventory (Part I)
4.4 – Groups in EZOfficeInventory (Part II)
4.5 – Depreciation Tracking in EZOfficeInventory
4.6 – Getting Started with Packages
4.7 – Getting Started with Bundles
4.8 – Getting Started with Carts
4.9 – Adding Placeholders to Carts Using Fuzzy Lists
4.10 – Tracking Cost of Carts
4.11 – Showing Availability of Overdue Items
4.12 – Valuation and costing methods for items
4.13 – Purchase Order Request Approval with Feedback System
4.14 – Transfer Custody of Carts
4.15 – Custody Verification
4.16 – Retiring Checked Out Assets

5 – MEMBERS AND ACCESS CONTROL

5.1 – Getting Started with Members
5.2 – Controlling Who Logs In
5.3 – Using ID Numbers for Members
5.4 – Arbitration
5.5 – Access Control
5.6 – Capture Signatures using Topaz Signature Pad

6 – LOGIN AND AUTHENTICATION

6.1 – EZOfficeInventory Login Options
6.2 – Integrating with SAML
6.3 – Integrating with Microsoft ADFS using SAML 2.0
6.4 – Integrating with Active Directory/LDAP
6.5 – Configuring LDAP on Azure AD DS
6.6 – Integrating with G Suite User Directory
6.7 – User Provisioning via SCIM with Azure AD
6.8 – User Provisioning via SCIM with Okta
6.9 –How to Configure Azure AD Single Sign On (SSO) Integration with EZOfficeInventory

7 – LOCATION MANAGEMENT

7.1 – Understanding Default and Stock Locations
7.2 – Location Barcode Management
7.3 – Location Based Thresholds

8 – DESIGN AND PRINT LABELS

8.10 – Customize Invoice Templates with EZOfficeInventory
8.11 – Design Avery labels for label data

9 – SCANNING AND THE MOBILE APP

9.1 – Setting Up Barcode Scanners (PC/Mac)
9.2 – Creating New Assets via Scanning in EZOfficeInventory (PC/Mac)
9.3 – Setting Up Barcode Scanners (Mobile App)
9.4 – Setting Up QR Code Scanners (PC/Mac)
9.5 – Setting Up RFID Scanners (Mobile App)
9.6 – Mobile App in Action (Video)
9.7 – Enabling Public Scanning for QR Codes
9.9 – Mass Check-In/Partial Return of Asset Stockthrough EZO app

10 – ALERTS AND RESERVATIONS

10.1 – Types of Alerts in EZOfficeInventory
10.2 – Customizing Email Alerts in EZOfficeInventory
10.3 – Getting Started with the Availability Calendar
10.4 – Getting Started with Reservations
10.5 – Manage Reservations for Staff
10.6 – Getting Started with the Dashboard Calendar
10.7 – Getting Started with Advanced Dashboard
10.8 – Recurring Reservations in EZOfficeInventory
10.9 – Configure Zendesk ServiceDesk Alerts

11 – ASSET LIFECYCLE MANAGEMENT

11.1 – Purchase Order Management
11.2 – Request Stock as a Staff User
11.3 – Service Tickets versus Maintenance Events
11.4 – CMMS: Recurring Maintenance Management
11.5 – CMMS: Service Triage
11.6 – Zendesk Integration
11.7 – Jira Integration
11.8 – Work Order Management
11.9 – Work Order Costs
11.10 – Recurring Reservations in EZOfficeInventory

12 – REPORTS AND BACKUP

12.1 – Item Reports in EZOfficeInventory
12.2 – Custom Reports in EZOfficeInventory
12.3 – Exporting PDF Reports with Pictures
12.4 – Track your KPIs with Advanced Dashboard
12.5 – Backup Data on Dropbox
12.6 – Backup Data on OneDrive
12.7 – Generate Graphs for Custom Reports

13 – INTEGRATIONS AND REFERRALS

13.1 – EZOfficeInventory and Third-Party Integrations
13.2 – Zendesk Integration
13.3 – Jira Integration
13.4 – Setting up Topaz Signature Pad for EZOfficeInventory
13.5 – Refer a Friend and Earn Valuable Discounts
13.6 – Integrate EZOfficeInventory with Azure Active Directory (AD)
13.7 – EZOfficeInventory Integration with Zapier
13.8 – On-Premise Issue Tracking with Jira

14 – DOWNLOADS

14.1 – Mobile App Download: iOS
14.2 – Mobile App Download: Android OS
14.3 – Mobile App Download: Amazon OS
14.4 – Google Chrome App

15 – SECURITY AND COMPLIANCE

15.1 – Security: ISO 27001 Certified, GDPR Compliant, and more
15.2 – EZOfficeInventory helps you become ALCOA and ALCOA+ Compliant
15.3 – Privacy Policy
15.4 – Terms of Services

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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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