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

FAQs of EZOfficeInventory are listed below

Cart

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 super easy to do, just follow these steps:

Step One – Create Your PrintOut Template

To set up what the List looks like, go to the More -> Cart Printouts -> New Cart Printout Template.

cart printout template

You can cross out the sections you don’t want or click on the ‘+Add’ button to enter a new element. Each row has a different set of elements that can be added. Once you’re satisfied with the template you’ve created, hit ‘Create’. Your template will be saved and you will be returned to the Cart Printout page. Here select your newly designed template as the ‘Default’ template.

Step Two – Print Your List

Go to the Items tab and select the Assets, Asset Stock or Inevntory that you want to add to the list. Once you’ve selected the desired item(s), click on the Actions button and select ‘Add to Cart’.

Print Cart

Once you have all your desired items in the Cart, click ‘Print Cart’ and you’ll get your Packing List as a PDF document that you can print!

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

You can use QR Code scanning hardware with EZOfficeInventory in your PC/Mac browser.

To configure EZOfficeInventory:

  1. From Settings –> Add Ons, enable ‘Carts Module’.
  2. On the same page, enable ‘Barcode Reader / Hardware Integration’.
  3. Check the option for ‘Enable lookup based on the time delay of input, useful for quick scans’.
  4. Save the settings.

To configure your scanner:

  1. Ensure your scanner is an HID (Human Interface Device) and can interact directly with your Mac/PC as an input. The scanner connection with your computer can be via a USB or Bluetooth.
  2. Open a notepad and scan an EZOfficeInventory generated QR Code. A link should appear on the notepad. The format is: https://demo7.ezofficeinventory.com/assets/1/asset_mobile_view?code=c10f
  3. Ensure there is no line break with the input. This means that if you scan the same QR Code twice, it should enter in the same line. If the second scan appears on the next line, it means that the scanner is putting Enter/Return after the sequence it’s scanning. Use the scanner manual to see how to get rid of this suffix. There should be a QR Code/Barcode in the configuration options, with a name similar to ‘Suffix Off’. Scanning it should remove the Enter/Return issue. Do the scanning test with a notepad again to see that there is indeed no suffix or prefix with the QR Code being scanned.

Using the scanner:

  1. To list items by scanning, go to the Carts module.
  2. Click the ‘Add Items’ field and start scanning.
  3. Give a small second-long pause to ensure that the QR Code has been read.
  4. Scan as many items as you want. You’ll see them being populated in the ‘Add Item’ field as you scan.
  5. Once you’ve scanned the required items, hit the ‘Add’ button.
  6. You can then take actions on these scanned items.

If you’d like to learn more about best practices and recommendations for using QR Codes, please click here.

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Mobile App: Asset Management ‘On the Go’ [Video]

What it covers?

  • Learn the basic check-in/check-out workflows.
  • Use the barcode and QR Code scanner and carry out audits.
  • Use carts to streamline asset management.

Download

iOS | Android | Amazon

For more, visit:

EZOfficeInventory YouTube Channel

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How to create a reservation for overdue items in EZOfficeInventory?

To do this, enable ‘Availability of Overdue Items’ in Settings → Company Settings → Policy. With this setting in EZOfficeInventory, Overdue Items are treated as ‘Available’ by the system. This means you will be able to add them to a cart if you’ve checked the option for available assets, even though they are yet to be returned.

On enabling this setting, an item that is overdue for check-in will be considered available for reservations after its due date has passed. You’ll be able to create reservations against such items regardless of the actual status of their return. The feature will take effect wherever the item availability option or filter shows up.

Learn more

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How can I use Cart Identification Number to track carts instead of Cart#?

At EZOfficeInventory, we try to make things easy for you by providing you with default templates and frameworks to keep things organized. This is why we’ve given you the Cart# to help you keep tabs on Carts easily. However, if your workflow primarily uses Cart Identification Numbers (CIN) to keep track of carts, you can always use them instead of the Cart# in Cart listings. This can be changed from Company Settings → Advanced Settings → Cart Identifier.cart identifier setting

Please note, for the CINs to be enabled, you’ll need to store Identification Numbers to all your Carts separately. You can edit an identification number for a cart from its details page (see image below).edit cart ID

Note: Identification numbers of carts created by staff users can only be edited by themselves.

By default, EZOfficeInventory assigns a Cart# for every Cart that you create in your account. The first Cart that gets added is #1, the second is #2, and so on. It’s all sequential. We’ve also designed a special field Identification Number for businesses who have their own sequence numbers. This is if you haven’t enabled ‘Use Cart Identification Number (CIN)’ under Company Settings → Advanced Settings → Cart Identifier.

The image below shows the difference between both the settings for Cart Identifier.cart# vs. cart id

With Cart Identification Number (CIN) enabled as your Cart Identifier, when you create a new cart, the system assigns a unique CIN (based on the Carts sequence number) to it automatically. Say, next cart in sequence was 13, so the CIN assigned by the system will be CIN – 13. However, you can edit the CIN for this cart from its details page as per your business standards for Identification Numbers. Based on this setting, an identification number cannot be empty.

Some key features:

– CINs are unique for every cart.

– You can type in an CIN in the Search Bar to go directly to the details of the relevant cart and take the necessary actions. We’ll explain the search workflow later in this post.

– Your cart listing can be customized to show CINs instead of the Cart# (explained below)

– Carts are also referenced by the CIN in all alert emails. CIN with link placeholder can also be added to customizable cart email alerts.

– If you have more than one serial number to refer to a cart, you can always add a custom field of type ‘Text’ (More → Custom Fields). These custom fields also appear in the search results.

Cart Identifier View on Listing Page

You will view Cart Identifier on Cart listing page based on the setting you choose in Company Settings → Advanced Settings → Cart Identifier.

If Cart# is enabled, you’ll see Cart# as your primary column by default on the Cart listing page or transactions listing. Here, the table can also be customized using the 3 vertical dots on top right corner of the table. If you keep track of your Cart’s identification number, a column for CIN can be customized here.cart# listing view

Similarly, if Cart Identification Number (CIN) is enabled, you’ll see CIN as your primary column by default on the cart listing page and vice versa.cin listing view

Search by ‘Cart Identifier’

Similar to the Cart listing page view, the search functionality also plays out based on the setting you choose in Company Settings → Advanced Settings → Cart Identifier.

If Cart# is enabled, searching by Cart# from the main search bar, say 13, then ?13 will take you directly to Cart# 13. Please note, you need to type at least 3 characters keyword to search.search by cart#

To go to a specific cart, type ? followed by the Cart#, i.e. ?13.

If Cart# is enabled, searching by CIN from the main search bar, say 113, will filter out your results this way.search by cin on cart#

Similarly, if CIN is enabled, searching by Cart Identification Number, say 113, then @113 will take you directly to the CIN – 113. Please note, you need to type at least 3 characters keyword to search.search by cin

To go to a specific cart, type @ followed by the Cart Identification Number, i.e. @113.

Add Items to other modules based on Cart# or Cart Identification Number

You can add items, say to a work order based (and where ever carts can be searched) on the Cart Identifier setting. On the search field, when you type a keyword or CIN or #/@, all carts with CIN assigned will appear, if CIN is enabled as the Cart Identifier. If Cart# is enabled as the Cart Identifier, all carts with Cart# assigned will appear when you type #/@ or Cart#.add cart# cart id in work order

For work orders, associate it with Carts for the above search function to work.

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How can I clone a Custom Printout Template?

Designing new Printout Templates can be time-consuming. Sometimes, companies want to preserve an old Custom Printout Template but also need another one similar to it. In this case, they can clone an existing Printout Template and make edits to it without having to create a new one from scratch.

Let’s see how we can clone a Cart Printout Template as an example.

Go to More –> Printout Template –> Cart Tab. There will be a Clone button with each of the available templates.

If you click this, an identical template will be created ready for edits!

EZO - clone

After you’re done with editing, scroll down to click the Create button and you’re good to go!

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