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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. Bloghttps://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 product roadmap. Placing feature requests here allow for others to view and vote on them

FAQs of EZOfficeInventory are listed below

Alerts

Placeholder Options in EZOfficeInventory’s Custom Emails

You can use EZOfficeInventory to send alerts to yourself and your team members based on specific actions. These alerts can also be customized. Learn more about doing that here.

You can use placeholders to add even more dynamic detail to your emails. Below, we’ve outlined a complete list of all possible placeholders based on the specific alert. While this is a complete list, please note that some placeholders may not be available for certain emails based on your workflow.

My Alerts Placeholders Alert Type
User Registration – Non-login Recipient Name, Company Name, User Email Address, User Phone, Notifications Permission Link, Terms Of Service Link, Privacy Policy Link Confirmation Alerts
User Registration – LDAP Recipient Name, Company Name, User Email Address, User Phone, Notifications Permission Link, Terms Of Service Link, Privacy Policy Link Confirmation Alerts
User Registration – SAML Recipient Name, Company Name, User Email Address, User Phone, Notifications Permission Link, Terms Of Service Link, Privacy Policy Link Confirmation Alerts
Vendor Registration Vendor Name, Company Name, Vendor Email Address, Vendor Phone, Terms Of Service Link, Privacy Policy Link Confirmation Alerts
Checkin Approved by Administrator – Item Recipient Name, Company Name, Asset Name, Checkin Approved By, Checked In From, Custom Attribute Values Checkin / Checkout
Checkin Approved by Administrator – Cart Recipient Name, Company Name, Cart Number, Cart Number With Link, Checkin Requested By, Checkin Approved By, Description, Destination Location, Cart Identification Number, Custom Fields Values Checkin / Checkout
Checkin Denied by Administrator – Cart Recipient Name, Company Name, Cart Number, Cart Number With Link, Checkin Denied By, Checkin Requested By, Description, Destination Location, Cart Identification Number, Custom Fields Values Checkin / Checkout
Checkin Approval Request – Cart Recipient Name, Company Name, Cart Number, Cart Number With Link, Checkin Requested By, Description, Destination Location, Cart Identification Number, Custom Fields Values, Custom Fields Values Checkin / Checkout
Checkout Recipient Name, Company Name, Asset Name, Checked Out By, Checked Out To, Checkin Due On, Checkout Comments, Checkout Location, Custom Attribute Values, Custom Fields Values Checkin / Checkout
Extend Checkout Recipient Name, Company Name, Asset Name, Checkout Extended By, Checked Out To, Checkin Due On Checkin / Checkout
Checkin Package Recipient Name, Company Name, Package Name, Checked In By, Package Assets, Checkin Comments, Custom Attribute Values Checkin / Checkout
Package Checkout Recipient Name, Company Name, Package Name, Checked Out By, Checked Out To, Package Assets, Checkin Due On, Checkout Comments, Checkout Location, Custom Attribute Values Checkin / Checkout
Checkin Approval Request – Item Recipient Name, Company Name, Asset Name, Checkin Requested By Checkin / Checkout
Checkin Request Recipient Name, Company Name, Asset Name, Checkin Requested By Checkin / Checkout
Checkin Denied by Admistrator – Item Recipient Name, Company Name, Asset Name, Checkin Denied By, Checkin Requested By Checkin / Checkout
Checkin due today Recipient Name, Company Name, Assets Information Checkin / Checkout
Checkin due in <some_number> days Recipient Name, Company Name, Assets Information Checkin / Checkout
Cart Reservation Recipient Name, Company Name, Cart Number, Cart Number With Link, Reserved For, Action Taken By, Reservation Starting Date, Reservation End Date, Description, Destination Location, Cart Identification Number, Custom Fields Values, Comments Checkin / Checkout
Reservation Request Recipient Name, Company Name, Reservation Requested By, Asset Name Reservations
Cart Reservation Recipient Name, Company Name, Cart Number, Cart Number With Link, Reserved For, Action Taken By, Reservation Starting Date, Reservation End Date, Description, Destination Location, Cart Identification Number, Custom Fields Values, Comments Reservations
Recurring Service Pending Recipient Name, Company Name, Service Name, Recurring Service Assets Information, Pending From Services
Service Completed on an Asset Recipient Name, Company Name, Asset Name Services
Service Extended for an Asset Recipient Name, Company Name, Asset Name Services
Service Started on an Asset Recipient Name, Company Name, Asset Name Services
Service Record created Recipient Name, Company Name, Asset Name Services
Service Completion Due on an Asset Recipient Name, Company Name, Assets Services
Comments on Services Recipient Name, Company Name, Commented By, Service Type With Link, Asset Name, Comment Services
Service Pending in <some_number> days Recipient Name, Company Name, Service Title, Service Description, Components, Service Pending Date, Service Created By Services
Service Completed on a Package Recipient Name, Company Name, Package Name, Package Assets Services
Service Extended for a Package Recipient Name, Company Name, Package Name, Package Assets Services
Service Started on a Package Recipient Name, Company Name, Package Name, Package Assets Services
Reactivating Asset Recipient Name, Company Name, Asset Name, Activated By Items
Deleting Asset Recipient Name, Company Name, Assets, Action Taken By Items
Retiring Asset Recipient Name, Company Name, Asset Name, Retired By Items
Scanning Asset Label Recipient Name, Company Name, Asset Name, Scanned By, Ip Address, Scan Time, Scan Geo Location, Scan Location On Map Items
Low Stock Threshold Alert Recipient Name, Company Name, Inventory Name, Inventory Net Quantity, Sold Quantity, Threshold Limit Items
Request for Stock Recipient Name, Company Name, Order Numbers, Order Numbers With Links, Number Of Days Items
Location Based Threshold Alert Recipient Name, Company Name, Inventory Name, Inventory Net Quantity, Sold Quantity, Location Based Threshold Limit, Location Name Items
Sale/Purchase Inventory Recipient Name, Company Name, Order Quantity, Order Total Price, Ordered By, Order Date, Order Location, Comments, Inventory Name, Group, Sub Group Items
Transfer of Stock Recipient Name, Company Name, Asset Name, Previous Location, New Location, Quantity Transfered Items
Audit Completed Recipient Name, Company Name, Audit Completed By, Asset Name Items
Audit Requested Recipient Name, Company Name, Asset Name, Audit Request Sent To, Audit Requested By Items
Items Pending Delivery Recipient Name, Company Name, Purchase Order Number, Order Created By, Delivery Date, Delivery Location, Vendor, Description, Confirmed By, Custom Fields Values, Purchase Order Line Items Purchase Orders
Request Denied Recipient Name, Company Name, Purchase Order Number, Order Created By, Delivery Date, Delivery Location, Vendor, Description, Requested By, Custom Fields Values, Purchase Order Line Items Purchase Orders
Request Approved Recipient Name, Company Name, Purchase Order Number, Order Created By, Delivery Date, Delivery Location, Vendor, Description, Requested By, Custom Fields Values, Purchase Order Line Items Purchase Orders
Request Stock Recipient Name, Company Name, Purchase Order Number, Order Created By, Delivery Date, Delivery Location, Vendor, Description, Requested By, Custom Fields Values, Purchase Order Line Items Purchase Orders
Items Received Recipient Name, Company Name, Purchase Order Number, Order Created By, Delivery Date, Delivery Location, Vendor, Description, Received By, Custom Fields Values, Purchase Order Received Line Items Purchase Orders
Marked Complete Recipient Name, Company Name, Purchase Order Number, Order Created By, Delivery Date, Delivery Location, Vendor, Description, Completed By, Custom Fields Values, Purchase Order Line Items Purchase Orders
Work Order Completed Recipient Name, Company Name, Work Order Number, Title, Due Date, Assigned To, Reviewer, Priority, Cost, Work Order Description, Created By, Created On Work Orders
Work Order Started Recipient Name, Company Name, Work Order Number, Title, Due Date, Assigned To, Reviewer, Priority, Cost, Work Order Description, Created By, Created On Work Orders
Reviewer Selected Recipient Name, Company Name, Work Order Number, Title, Due Date, Assigned To, Reviewer, Priority, Cost, Work Order Description, Created By, Created On, Reviewer Selected By, Reviewer Selected On Work Orders
Assignee Selected Recipient Name, Company Name, Work Order Number, Title, Due Date, Assigned To, Reviewer, Priority, Cost, Work Order Description, Created By, Created On, Reviewer Selected By, Reviewer Selected On Work Orders
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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 subscribed to only when they’re involved in the action.

Following actions generate email alerts for the Account Owner/Admin, which include all the notifications we have on the system:

Check-in

Package check-in

Extend checkout

Stock request

Checkout

Package checkout

Request for check-in

Asset(s) Overdue

Request Reservations

Reservations starting today

Reservations alert in advance

Check-in approval by Admin

Email Print Labels

Check-in denied by administrator

Arbitrated request for check-in

Scanning label of an asset

Activation of an asset from retired state

Retiring of an asset

Deletion of an asset

Custom Field Alert

Audit requested

Audit Completed

Service ticket created

Service Started on an Asset

Service Extended for an Asset

Service Completed on an Asset

Service Started on a Package

Service Extended for a Package

Service Completion Due for an Asset

Service Completed on a Package

Comments on Services

Sale/Purchase Inventory

Low Stock Threshold Alert

Location Based Threshold Alert

Transfer Stock

Following actions generate email alerts for the Staff users:

Check-in

Checkout

Extend checkout

Request for check-in

Check-in approval by admin

Check-in denied by admin

Request reservation

Reservation on asset in my custody

Arbitrated request for check-in

Audit requested

Audit Completed

 

To learn more about what other types of alerts Account Owners, Admins and Staff Users receive, click here.

Under the email alerts, a staff user can also customize these alerts based on groups and locations (see image below). You can receive alerts specific to these groups and locations.

Note: Admins and staff users can filter what kind of alerts they want to receive from their accounts. They can also subscribe to our regular newsletters.

Customized Email Alerts: An admin can also customize the email templates for most of the alert types from Alerts –> Choose an alert type e.g. check-in –> Click Add New (see image below).

You can then customize the template for ‘Check-in Alerts. Insert placeholders containing dynamic data such as asset name, checked in by, custom attribute values, and more 

Note: Customization does not apply for mail digests. Learn More.

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How do I customize the Low Stock Alert page?

You can now customize the Low Stock Alert page as per your requirements. For example, users can add a column ‘Vendor’ to keep an eye on which vendor is responsible for restocking particular items.

To customize the page, click on the bell icon in the top right corner and click on ‘Low Stock’.

low stock

This takes you to the Low Stock Alert page. Once there, click on the pen icon as shown below to customize the columns displayed on the page.

Edit columns on low stock page

To add a new column, simply click the ‘Add Column’ button. The new column, in this case, is named as ‘Column #8’. To name the column, select from the list of options available in the dropdown menu. Don’t forget to hit the ‘Save this view’ button so all your settings are applied successfully.

add new column

You can also add filters to narrow your results by choosing from the dropdown menu of filters available:

filter low stock

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