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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

Inventory

What is the difference between asset, asset stock, and inventory in EZOffice?

Assets are items such as computers, cars, projectors, etc., that employees are likely to checkout and check-in. They have a long life and are not consumable like paper or office stationery.

Asset Stock refers to items which are used over a long period of time but are not tracked individually, e.g. cables and chairs.

Inventory are items that are temporarily stored in a warehouse, or have a limited shelf life. Large quantities of Inventory Items are typically purchased and then either consumed or sold. If sold, the price at which they’re sold is documented.

These items have different tracking goals. Inventory and Asset Stock is tracked using line items, while Assets need to have checkout tracking so you know which specific asset an employee has the custodianship of.

From a package limit perspective, each asset counts towards it. For Inventory and Asset Stock, each listing counts as one with no limit on the stock levels. As an example, having Chair as an Asset Stock with a 100 stock quantity will only count as one item towards the package limit.

Click here to learn more about distinguishing between Assets, Asset Stock and Inventory.

 

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Can I manage my stock count by scanning an inventory item?

Yes, you can do this using our mobile app. Upon scanning the asset label, take the appropriate action i.e. Add Stock or Sale to change the inventory count.

 

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How can I set up low-level stock alerts?

To trigger a low stock alert when the quantity falls below a certain amount, first enable the alert by going to Alerts -> Inventory Threshold.

Second, edit the Inventory or Asset Stock and set the threshold amount in ‘Low Stock Threshold’ and ‘Location Threshold’ fields. The former is the total quantity of the inventory or asset stock, and the latter is for the total quantity of inventory or asset stock at any location.

When do you receive a low threshold alert on inventory or asset stock quantity?

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Is there a way to undo a sale logged by mistake?

To undo a sale or stock addition, use the Stock History button on the right side of the inventory detail page. In the stock history details, click the ‘x’ at the right side of the action you need to undo.

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How to remove stock from inventory on the mobile app?

From the Inventory Listing Page on the mobile app, go to the inventory item’s detail page you want to remove stock from! For example, Lens cleaning solution (Stock Location: Warehouse in Manhattan) required for a photoshoot (See image below).

Inventory detail page

Note: The toggle ‘view by stock’ enables you to view stock quantity based on locations. For example, out of 5000, 500 eco-bags are located in a Warehouse on Brooklyn Road.

Hit the ‘Play’ button. Fill in the required quantity and price e.g. 10 at $5/unit. Click ‘Remove Stock’ when you’re done.

remove inventory stock

See the change in the inventory detail page once stock has been removed:

removed stock quantity

Read More: https://faq.ezofficeinventory.com/faq/how-can-i-customize-the-namelabel-of-the-add-stock-transfer-stock-and-sale-action-buttons/

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How do I transfer inventory stock from one location to another?

Inventory stock can be transferred by turning on the Transfer of Inventory feature from Settings -> Add Ons -> Transfer of Inventory.

Once enabled, a button showing ‘Transfer Inventory’ will be displayed inside the details page of any inventory stock.

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Items: Types and Customizations [Video]

What it covers?

  • Assets, asset stock and inventory
  • Add, remove and transfer stock
  • Add documents and view service and reservation history

For more, visit:

EZOfficeInventory YouTube Channel

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How to create new assets via scanning in EZOfficeInventory (For PC/Mac)?

To create new assets via scanning, enable ‘Barcode Reader’ in Settings > Add Ons > Hardware Scanner Integration. Hit ‘Update’ at the bottom of the page.barcode scanner

Once enabled, here are the steps to add an asset via scanning on PC/Mac:

Step 1: Go to Items page. Click ‘Add Assets via Scanning’ button to the right.

Step 2: On this page, you can scan as many labels as you want using a barcode scanner to create assets. Please note, if you’re scanning multiple assets’ labels, all of them must be of the same type – e.g. 10 different labels for 10 same laptops, all having the same specs and the name ‘HP Mini 110’. Useful when you’re adding same assets in bulk.

To add different types of assets, you’ll have to scan and create them separately in the system.

  1. For the scanner to work smoothly, click on the field to start scanning.
  2. Use your barcode scanner to scan labels of the assets you want to add on the system.
  3. Once you’ve scanned all the items, hit ‘Continue’.

scan label to create an asset

Step 3: On the next page, enter the details of the scanned items. Again, if multiple labels are scanned, only similar types of assets can be created at a time.add details to scanned asset

Hit ‘Create Assets’, and you now have new assets added to the system via scanning.

Similar process can be applied when adding asset stock and inventory via scanning. Users can also create assets via scanning by using our mobile app.

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How can I move or transfer stock in bulk from one location to another?

Instances like recording bulk item data against the wrong location, or when relocating a warehouse from one place to another – there’s a need to transfer stock quantity in bulk from one location to another and record it. This can create a complex workflow. For this, EZOfficeInventory enables you to transfer asset stock and inventory items in bulk from one location to another using the excel import functionality.

  1. To do this, go to Asset Stock Listings Page → Click ‘Import from Excel Sheet’ button on the right → Select ‘Transfer Existing Asset Stock’. This will take you to the import page.transfer stock excel import button
  2. After uploading the file, you’ll need to map the following columns:mapping columns panemap columns

These columns should be present in your import file:

  • AIN
  • Asset Stock#

Any of the above two can be present for bulk import.

  • Stock From (Location name)
  • Stock To (Location name)
  • Stock From (Location#)
  • Stock To (Location#)

In Stock From and Stock To columns, both or either of the two can be present i.e. Location name or Location#

  • Quantity
  • Price / unit*
  • Total Price*
  • Comments (Optional)

*If you have both Price/Unit and Total Price defined and present, precedence will be given to Price/Unit.

  1. Hit ‘Preview’ when done.
  2. Hit ‘Transfer’ if the preview is good to go.

Warnings

  • Please ensure that there is enough quantity present in ‘Stock From’ location column when moving quantities from one location to another. An error will pop up if the import for a specific stock quantity isn’t successful.
  • If a ‘Stock To’ location name or location# isn’t defined in the import file, and you have enabled ‘if not present, create location’ option, the transfer will not be successful for this item. Name such a location as ‘no location’ in your import file for successful data import.

Things you need to know!

  • If a location (only Stock To location) isn’t present in your account, you can choose to create it when mapping the columns (as shown in the ‘Map Columns’ image above)
  • While importing bulk transfer stock data, you can map only one of the two i.e. either location# or the location name in Stock From and Stock To columns. If Location name is mapped, location# will be disabled and vice versa.

As explained above, you can follow the same steps to transfer inventory stock in bulk from one location to another.

Read more:

Importing Items into EZOfficeInventory

Understanding Default and Stock Locations with Asset Tracking Software

Comparison between Types of Items

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How can I set a default reorder quantity for each asset stock and inventory item?

Companies have different ways to reorder quantity for different items. Some like to order a quantity that will bring the item to its required threshold. Others practice a fixed formula or even define a fixed value for each item. No matter what your use case may be, EZOfficeInventory has a solution for reordering stock quantity.

For seamless replenishment, you can now specify a default reorder quantity for each asset stock and inventory item in EZOfficeInventory.

To do this, go to the item’s details page –> Click ‘Edit’ –> Extended Information –> Define ‘Reorder Quantity’ here. Hit ‘Update’.

define reorder quantity

What happens next? So whenever you add such an item to a purchase order, the quantity to be ordered is reset to its defined reorder quantity. As you can see the quantity specified in the PO pricing table below is set to ‘12’ which was defined as the reorder quantity (as shown in the image above). This quantity can be edited if required.

reorder quantity on PO page

You can also show the ‘reorder quantity’ field in all your asset stock and inventory reports, and their respective modules in custom reports.

You can choose to hide this field in stock items detail pages. Learn more.

Read more

How To Request Inventory Stock In EZOfficeInventory

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