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

  2. Blog – great place to start off and read about our existing and upcoming features
  3. Feature Request – 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 enables businesses to rename the action button labels that best describe 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).

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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. Go to Settings  Company Settings → Access Control. From here if you select Simple Access Control, then under Visibility you have two 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.

For a more complex User arbitration, select the Advanced Access Control and choose from the following options:

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 the Company Settings → Advanced Settings → Cart Identifier.

Cart Identifier

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 CIN

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 that have their own sequence numbers. This is if you haven’t enabled ‘Use Cart Identification Number (CIN)’ under the Company Settings → Advanced Settings → Cart Identifier.

The image below shows the difference between both the settings for Cart Identifier.

CIN Identifier

Storing CIN mandatory

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 the 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 a 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 the Cart listing page based on the setting you choose in the 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 transaction listing. Here, the table can also be customized using the ‘pencil icon’ on the top right corner of the table. If you keep track of your Cart’s identification number, a column for CIN can be customized here.

Customize columns

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.

Search by ‘Cart Identifier’

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

If Cart # is enabled, searching by Cart # from the main search bar, say 8, then ‘?8’ will take you directly to Cart # 8. Please note, you need to type at least 3 characters keyword to search.

?8Cart number search

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.


Similarly, if CIN is enabled, searching by Cart Identification Number, say 2013, then @2013 will take you directly to the CIN – 2013. Please note, you need to type at least 3 characters keyword to search.


CIN - 2013

To go to a specific cart, type @ followed by the Cart Identification Number, i.e. @2013.

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 #.

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 Settings → Company 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:

session timeout policy

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

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How to give individual members access to company settings and Add-ons?

Giving access for company settings to members allows multiple users to control settings based on your business’s requirements. In case more than one department uses the account, then several users require access to manage their department’s assets. In order to enhance user access to your account’s settings you can follow two ways: 

If you are allowing your members access to company settings at the time of creation of a new member, you can

  1. Go to Members → Create new member →  Select user role → Check the box “Give access of settings to this user” 

This method will enable the Administrator to alter the company settings without requiring further action by the account owner. In this scenario, access to the company settings will be restricted only to the user you have selected regardless of their role.  

Note: These settings can be changed at any time by editing the profile of the members. 

Another way to change the settings for individual users after a member has been created is by updating current user roles:

2.Go to Members → Roles → Permissions → Company settings → Check the box “View Company Settings and Add-ons” or “Update company settings and Add-ons” or both

Now, all your members with the selected user role will be able to change the company settings and Add-ons. 

Note: Only the administrators or a custom role with administrative role can make use of these options and allow other members to change company settings. 


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