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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

Company Settings

Members: Types and Advance Access Control [Video]

What it covers?

  • User Roles and their permissions
  • Require administrator access for actions using Arbitration
  • Manage teams with Access Control

For more, visit:

EZOfficeInventory YouTube Channel

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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 employees. You can customize labels for Add Stock, Transfer Stock, and Sale buttons that appear on the Asset Stock and Inventory items’ detail pages. For example, Remove Stock for Sale button (see image below).
custom label setting

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How to set up visibility for staff users against checked out items?

Visibility settings determine what staff users get to see. Under ‘Simple’ Access Control in Settings –> Company Settings → Policy, you have two Visibility options i.e. Allow your staff users to see all items in the system OR only see assets that are checked out to them.

With ‘Only show the assets checked out to them’ enabled, the users can only see (and take actions on) items that are checked out to them. However, they can pull up limited details of other items by scanning the QR Codes. This plays out well when you have enabled ‘Public QR Code Scanning’ in Company Settings.

Learn more: Flavors of Arbitration | Managing Access Control For Large Teams

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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 set up the inactivity period in EZOfficeInventory?

You can add another layer of security to your EZOfficeInventory account by activating the ‘Session Time-out’ feature. It is helpful in scenarios where you want to prevent your account from being misused by someone else. For this to work out, go to Your Name -> Settings -> Advanced Settings -> Session Time-out Policy -> Click ‘Enabled’. 

Set up the inactivity duration after which the session expires and you are logged out of the system, as shown below:

Note: Inactivity duration for session time-out must be between 5 minutes to 1 year.

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