Search Help

FAQs

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

  1. Emailsupport@ezofficeinventory.com
  2. Bloghttps://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

Misc/General

Can I disable some of the login options in EZOfficeInventory?

There are four ways to log in to EZOfficeInventory:

  • A standard email-password combination
  • Using your Google Account
  • Using your Microsoft Account
  • Using SAML Single-Sign-On (SSO)

Each of these options can be disabled or enabled by the account owner from Settings → Company Settings → Authentication. However, at least one login option is mandatory.

authentication

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Can I change the default currency in EZOfficeInventory?

To change the default currency label from USD to another, go to Settings –> Company Settings –> Company Profile.

 

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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 can I customize the columns on my Asset/Asset-Stock/Inventory listings, or the thumbnail view for the same?

Follow these steps:
1. Go to the item listing (Items -> Asset/Asset-Stock/Inventory)
2. Select the List View on the left.
3. Make sure the Compact View button is not pressed (if it is, click on it to de-press it)

4. Scroll to the right and click on the edit sign — the Customize Columns button.

 

5. You can now customize the columns to your preference. Use the dropdown menus to specify the column (including custom fields), click on the trashcans to delete a column, and add columns using the Add Column button. When finished, press Save.

 

6. You now have a listing with columns customized to your preference.

 

The thumbnail view also shows data regarding the item, using the first 4 columns from the list view. So customizing the list view will also reflect in the thumbnail view (to 4 data-points):

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How do I hide some of the basic data fields in EZOfficeInventory?

1. Go to Name -> Settings -> Company Settings -> Advanced Settings -> Fields to Hide for Items.
2. Enable the setting, choose the fields to hide (and the item type), and click Save Settings.
hidefields

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What information/data can I export from EZOfficeInventory?

The ‘export to CSV’ feature is currently available for the following areas of the system:

  • Assets
  • Asset Stock
  • Inventory
  • Users
  • Locations
  • Groups
  • Vendors
  • Members
  • Reports
  • Documents

– To export data from Reports to a CSV file, there is an export icon on the right side of every report (see image below). Click on the button to export your data into a CSV or PDF file. You can also upload them to a dropbox account.

– To export data from Asset Graphs to a CSV file, click on the export icon shown on the right side (see image below). Click ‘download CSV’ to save the chart/graph or save it to print later. You can also save these graphs in a PNG, JPEG, PDF, and SVG vector image format.

– To export data from the Items’ listing pages e.g. Asset Listing Page, click on the export button shown on the table headers (see image below). A dialog box will appear to save it to a CSV file. The method is the same for all the areas mentioned above.

Note: To enable full path for location in CSV, enable the company setting under “Locations section” named “Show hierarchical location in item listings”. Full path is shown under location on assets listing page and CSV after enabling this setting.

– Click on the ‘export documents data’ text , which you can then download to a CSV file. All the downloadable links to your files will be in this CSV file.

 

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How can I change the language on EZOfficeInventory?

To change the language, you first have to enable the translator from Name -> Settings -> Company Settings -> Company Profile -> Language Translator and save the setting.
Once saved, you’ll spot the language switch dropdown menu at the very bottom of each page. Additionally, once enabled you can also choose the language during the account sign-in screen.
Note: the language change is algorithmic at the moment and may not be 100% accurate. It also does not affect any of the printouts (labels, cart printouts, etc)

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Overview: The Basics [Video]

What it covers?

  • Check items in and out
  • Reservations module
  • Audits
  • Availability Calendar and Dashboard Calendar

For more, visit:

EZOfficeInventory YouTube Channel

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How do I change the way items are displayed? Item views on listing page

You can change the way items are displayed in EZOfficeInventory from the viewing options on the left of your Item Listing Page:

 

There are three types of ways/views you can display Assets:

  1. List View: Lists down all your items. You can also customize the columns in this view. To learn more, click here.
  2. Thumbnail View: Shows the images of all your assets along with their asset #, name, group, availability and AIN.
  3. Compact View: This option combines all the assets with the same name. This can be turned on/off for both the List and Thumbnail view.

Similar to Compact View on Assets, there’s Location Stock View on Inventory and Asset Stock, and Current Checkout View on Asset Stock.

Location Stock View on Inventory and Asset Stock Listing Page

Location Stock view shows stock quantities by location instead of showing one total quantity per item. Users can view stock quantity at each location of an inventory/asset stock using the location stock view on inventory and asset stock listing page. See image below:

On turning on the location view, below is an example of what you would see:

Current Checkout View on Asset Stock

This view shows you all the stock that is checked out. Each stock checkout is listed separately in this view.

Related Post

How do I filter items by specific attributes using Custom Filters?

 

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How do I increase the number of items displayed on one page?

You can increase the page size from Settings → My Settings → Misc → Maximum records per page. Note the maximum amount of items that can be displayed on one page is 100.

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How to troubleshoot this error “Attachment has an extension that does not match its contents” when mass importing your dropbox images via excel import in EZOfficeInventory?

To fix this error “Attachment has an extension that does not match its contents” when mass importing images via excel import functionality in EZOfficeInventory, do the following:

You need to make minor tweaks to the shared links (created via DropBox share option) for your display images. The image’s shared URL must end with ‘?raw=1’.

Note: The end must not be missing ‘raw=1’ OR contain ‘dl=0’

Read more: How do I mass upload and associate the documents and images saved on Dropbox?

 

See the following example:

Change image’s shared URL from:

https://www.dropbox.com/s/6dnct6ftx0obl6j/macbook-924781_1280.jpg?dl=0
OR
https://www.dropbox.com/s/6dnct6ftx0obl6j/macbook-924781_1280.jpg

To:
https://www.dropbox.com/s/6dnct6ftx0obl6j/macbook-924781_1280.jpg?raw=1

 

Learn more: Importing Items into EZOfficeInventory via Excel Import [How-to guide] | Utilizing Dropbox in EZOfficeInventory

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How can I define character limits on the listings page?

We allow our users to customize the size of a column in the listings page by setting up its character limit. To do this, do the following:

– Scroll to the right of the table on any listings page and click on the Edit Sign — the Customize Columns button.

– You were already able to customize the columns to your preference. Use the drop-down menus to specify the column (including custom fields), click on the trashcans to delete a column, and add columns using the Add Column button. Now, you can also change the character limit for a column.

When you click the Edit Button, the following dialog appears:

– When finished, press Save.

You can only change the character limit for columns that show alphanumeric values in the listings page. Date and numeric fields are not included. This customization is allowed on all listing pages if the Edit Sign is visible.

Also, admins can set this customization as default for the new users. The change will not take place for existing users who already have customized their listing view.

Read more: How can I customize the columns on my Asset/Asset-Stock/Inventory listings or the thumbnail view for the same?

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How To Fix Wacom Pen Tablet Not Working Properly on Windows?

EZOfficeInventory supports the Wacom Intuos Pen Tablets for capturing electronic signatures. This enables more convenient signature capture to make the verification process smoother.

Here is everything you need to set up electronic signatures using Wacom Intuos Pen Tablets on EZOfficeInventory:

  1. Prepare your Wacom Intuos Pen Tablet (Recommended Model: Wacom Intuos (CTH-690))
  2. Plug the USB cable into your tablet and computer
  3. Download and Install Driver for MAC and Windows here
  4. Restart your computer and follow the instructions to set up your Intuos Pen Tablet
  5. Download Software for your Wacom Intuos Pen Tablet.

Once you have your hardware and corresponding files installed, you can start using Wacom Pen Tablet for electronic signature captures on EZOfficeInventory.

Please note that the Wacom Pen Tablet will only work if the ‘Capture Signatures’ Add On is enabled. If you haven’t already enabled ‘Capture Signatures’, go to Settings → Add Ons → Capture Signatures. Enable the setting and then enable all the workflows you want to set up signatures for. You can check the “Enforced” option to make signatures mandatory for a workflow.

Capture signatures for the enabled workflows! Every time a user adds a signature, it will be uploaded to the “Documents and Images” section of the relevant item.

Troubleshooting

How To Fix Wacom Tablet Pen Not Working on Windows?

Scenario: The pen does not work properly and draws only dots when you drag the pen to capture signatures.

You may face this issue when using the Wacom Tablet Pen on Windows for EZOfficeInventory. It happens because of Windows Ink being enabled. To fix this issue, follow the following steps:

1) Open Wacom Tablet Properties

2) Select the tab named ‘Mapping’

3) Uncheck the ‘Use of Windows Ink’ checkbox.

After following the above steps, you should not face this issue again.

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How can I sync my calendar with EZOfficeInventory?

If you go to your EZOfficeInventory Dashboard, a ‘Get ICAL URL’ button will appear when you click on the 3 dots besides the calendar.

 

  1. Click on the button and copy the ICAL URL.
  2. Go to your Google Calendar, and select “Add URL” from the “Other Calendars” dropdown.
  3. Enter the URL but change ‘http’ to ‘webcal’ and hit enter to import an active calendar.
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How can I restrict document access to Admins in EZOfficeInventory?

EZOfficeInventory enables you to restrict document access to Admins only so you can ensure that confidential documents are only viewed by authorized personnel.

To restrict access, go to More –> Documents –> Upload Documents. Here, choose the files you’d like to upload and enable the ‘Restrict access to administrators’ checkbox and hit the Upload Documents button. Once you do this, the uploaded document will only be accessible to Admins.

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How can I view the stock quantity of a particular location?

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.

location stock view

On turning on the Location Stock view, quantities in respective locations will populate. Below is an example of what you would see:

stock location

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.

current checkout view

Learn more about changing views on items’ listing pages.

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How can I change a Member’s email address in EZOfficeInventory?

You can edit a Member’s email address from the details page. To do this, go to the Members tab and select the Member in question. Then, click on the ‘Edit’ button.

edit member

Here, you can make changes to the email address.

edit email

Once you change the email address and hit ‘Submit’, the Member is sent a confirmation email. The previous email address is not changed unless the new email is confirmed.

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Can I apply filters on the asset/asset stock/inventory search listings page?

For advanced research, you can filter the items after search or search after applying filters. Enter the asset you want to look for in the search bar. The search results will be displayed like this :

 

You can either choose filters from the ‘Additional Options’ or  select from the filter dropdown list. 

 

To choose from the filter dropdown list, click on ‘Assets(1)’ 

You will be redirected to this page, where you can select the required filter options from the dropdown list

Alternatively, you can choose filters before search to display specific assets. Go to the filter dropdown list and choose the required filter. 

For instance in the example below, we choose the filter ‘overdue assets’. These are the search results:

You can also choose more than one filter for specific search results. 

 

Note: This applies to asset, asset stock and inventory search listings pages. 

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