Manage Inventories

Manage Inventories allows you to print a list of your assets with bar codes. You can also import files into the program to keep track of your asset inventory. 

This Section Includes:

• Inventories Grid
• Inventories > Update
• • Update Inventory
  • Create Excel Inventory File
  • Scan and Import Barcodes
  • Manually Select Assets
  • Attachments

Inventories Grid

The Inventories grid contains the following columns for each inventory date:

• Date
• Name
• Setup

1. Click the Edit  icon or double-click any inventory date in the grid to edit that date.
2. You can also click the Add New Date link to add a new inventory date.

Click the Delete  icon to be prompted to delete a date from the grid.

Inventories > Update

Inventories-Update allows you to Add New Date or edit an existing inventory date.

Update Inventory

1. Enter or select the Date.
2. Enter the Name (e.g., Winter Inventory, November 2013). You can then print a list of your assets to assist with performing an inventory of your assets.

Once you are done you can import an inventory file and/or mark inventory manually within the program. You can also add attachments to the inventory date.

Create Excel Inventory File

1. Click the Create Excel Inventory File button to be prompted to open or save the InventoryExport.xlsx file.

The inventory file displays the following information for each asset: Tag #, Barcode, Name, Building, and Room. You can print out this excel file to assist you in processing your inventory.

Scan and Import Barcodes

1. If you have the Godex USB barcode reader you can scan the barcodes on the printed spreadsheet as you perform your inventory.
2. When finished, click the Import Barcodes button.
3. Browse to the File Name on the scanner device.
4. Double-click on the appropriate text file to select.
5. Then click the Import button to import the file and mark the assets that you scanned.

Close link to return to the Update page without importing your barcodes.

Manually Select Assets

1. Place a check next to an asset to mark it as being found in inventory.
2. Use the drop-down list above the grid to Show All assets, Show found assets, or Show not found assets.

Attachments

The Attachments tab allows you to attach files accessible from your device or to scan image files using the Scanner.Client.exe program. See the Attachments Help Page for detailed information regarding the attachments feature.

When finished click the Update button to save changes to the inventory date and return to the Inventories page, the Reset link to undo all changes since the last time the inventory date was updated, or the Cancel link to return to the Inventories page without saving your changes.

Updated February 24, 2025 19:06