At EZOfficeInventory, we are committed to providing an unmatched support experience. Here’s how to get in touch:
- Email – email@example.com
- Blog – https://blog.ezofficeinventory.com – great place to start off and read about our existing and upcoming features
- Feature Request – http://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
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.
- 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.
- After uploading the file, you’ll need to map the following columns:
These columns should be present in your import file:
- 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#
- 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.
- Hit ‘Preview’ when done.
- Hit ‘Transfer’ if the preview is good to go.
- 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.
When importing or exporting Locations in EZOfficeInventory, either of the two columns can be mapped i.e. Location Path or Nest Location Under. You cannot map them both simultaneously during an Excel Import or Export.
What’s the difference between Nest Location Under and Location Path? Let’s take these two as examples (NY/Bronx/EastAndersonDrive and NY/NewYork/FosterAve) and break down the difference for you.
In the Nest Location Under, you can define a location as the Parent Path. So as per the above examples, you can map NY/Bronx or NY/NewYork as your parent paths. Later, you can Nest Locations Under these paths.
While for the Location Path, you can map trails or streets that lead to a certain parent location. This completes the path including the location name.
From the examples mentioned above, EastAndersonDrive or FosterAve can be your Location Paths. You can map these as EastAndersonDrive or FosterAve which can then be nested under parent locations i.e NY/Bronx and NY/NewYork, making them complete paths: NY/Bronx/EastAndersonDrive and NY/NewYork/FosterAve.
In other cases, you can also import or export locations without mapping these two columns.
Read more: Importing Locations in EZOfficeInventory
You can delete a Location by going to Locations and selecting the particular Location. Once there, click the ‘Delete’ button:
This will prompt a dialog box that asks for confirmation.
Note: Deleting a Location also deletes all of its Child Locations.
However, deleting a Location isn’t so simple if there are Items (Asset, Asset Stock or Inventory) attached to it. When you try to delete such a Location, the software generates the following error message:
To successfully delete the Location, you first need to either delete the Items or move them to another Location. When you click on the particular Location, you can see the Items present there from a tab at the top of the page.
In the scenario above, our Lasik Machines are located at San Francisco Medical Practitioners. To move these Assets to another Location, click on Items → Asset Name → Edit and choose a different Location.
You can also simply remove the Location for the time being if you don’t wish to assign the Asset a Location right away. If you wish to delete the Asset, then click on Asset Name → Delete instead.
Once all Items have been removed, simply head to Items –> Locations, select the concerned Location and hit ‘Delete’! This will delete the Location without prompting an error.
You can print labels for Items associated with a Location from the Location details page. To do this, go to Items → Locations → Select a Location.
Here, at the bottom, you’ll see Items’ tabs belonging to this Location.
Note: The ‘Print Label’ button on the right of this page only generates labels for this location. This will play out only if you have a template set up for Locations in More → Printout templates.
To print labels for Items e.g. only Assets, follow the below-mentioned steps:
- Select the Assets in the Assets tab.
- Click on the Actions dropdown button → Choose ‘Print Label’.
- You can access these labels from the Notifications bell → Print Queue. See ‘Recently Printed Jobs’ on the right of this page.
You can also receive these print labels via email. This will work if you have enabled the ‘Email Print Labels’ alert in More → Alerts → Locations.
You can also print labels for Asset Stock and Inventory belonging to a Location – from its details page.
Learn more about Print Labels.
You can view the stock quantity of a particular location by turning on the Location Stock view. This is applicable for both Inventory and Asset Stock items.
In this view, you can see the stock quantities by locations – instead of one total quantity per item. Users can enable this view on the Inventory and Asset Stock listing pages.
On turning on the Location Stock view, quantities in respective locations will populate. Below is an example of what you would see:
Note: This view also displays stock quantities of items with different default locations.
On turning off the Location Stock view, you will only see Items for locations set as default.
Current Checkout View on Asset Stock
This view shows you all the checked out Asset Stock. You can see details for each checked out stock quantity in this view.
Learn more about changing views on items’ listing pages.