Asset & Inventory Settings
Posted on August 1, 2023 • 2 min read • 407 wordsOrganise your inventory items by grouping them in their relevant asset category.
Login: Make sure you’re logged into your Asset & Inventory management system.
Navigation: Look for the Settings option under Asset & Inventory menu.
To create a new item category, follow these steps:
Click the “+” Button: In the Asset & Inventory Settings, you’ll see a “+” button. Click on it to initiate the process of creating a new item category.
Modal Window: A modal window will appear on your screen. In this window, you can enter the name of your new item category. Be sure to choose a descriptive name that reflects the type of items it will contain.
Save: Once you’ve entered the category name, click the “SAVE” button to create your new item category.
If you need to modify the name of an existing item category, here’s how to do it:
Select the Item: From the list of categorised items in the Asset & Inventory Settings, locate the item category you want to edit.
Click “Edit”: Next to the item category name, you’ll find an “Edit” button. Click on it to initiate the editing process.
Update Name: A window or text field will appear, allowing you to change the name of the item category. Type in the new name or make the necessary modifications.
Save Changes: After editing the name, don’t forget to click “SAVE” to confirm the changes you’ve made.
With these simple steps, you can easily update the names of your item categories to better align with your evolving business needs.
Conclusion: The Asset & Inventory Settings section enables you to create and edit item categories effortlessly. A well organised inventory system enhances efficiency, minimises errors, and boosts productivity. Follow above guidelines to maximise the potential of your Asset & Inventory system and propel your organisation towards success!