Knowledge Base

Apps

• Excel Online

  • Connecting To Excel Online
  • Disconnecting From Excel Online
  • Working With Excel Online

• Google Sheets

  • Connecting To Google Sheets
  • Disconnecting From Google Sheets
  • Working With Google Sheets

• Microsoft Power Automate

  • Working with Power Automate

• QuickBooks Online

  • Connecting To QuickBooks Online
  • Disconnecting From QuickBooks Online
  • Working With QuickBooks Online

• Shopify

  • Connecting to Shopify
  • Disconnecting From Shopify
  • Working With Shopify

• Square

  • Connecting To Square
  • Disconnecting from Square
  • Working With Square Inventory

• Zapier

  • Connecting To Zapier
  • Zapier Actions
  • Zapier Triggers

Barcodes

• Barcode Considerations
• Generating And Printing Barcodes
• Printing Labels
• Scan Barcodes To Spreadsheet
• Scanning Barcodes
• Setting Up Barcode Fields
• Supported Barcodes

Bluetooth & USB Scanners

• How to scan barcodes using Bluetooth, USB or wireless scanners

Cost Tracking

• Cost Categories
• Costings

Data Capture

• Guidelines

  • How to set up Arithmetic Data Capture fields
  • How to set up Autocomplete using a Custom URL
  • How to set up Autocomplete using Google Sheets
  • How to set up CSV Search
  • How to set up variants or attributes
  • How To Setup Dynamic Dropdowns

• Answer Types
• Archiving Data
• Bulk Editing Data
• Customizing the Data Capture settings
• Data Capture Permissions
• Data Formatting
• How to set up variants or attributes
• Searching For Data
• Viewing Captured Data
• What is Data Capture?
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Demos

• Creating An Account
• Overview

Documents

• Associating Files
• Uploading Files
• Viewing Associated Files

Exporting

• Data Feed
• Exporting Data
• Importing CSV files

Getting Started

• Getting Started
• Services

Groups

• Managing Groups
• Working With Groups

Managing Assets

• Asset Auditing
• Asset Check-in
• Asset Check-out
• Asset Maintenance
• Asset Reservation
• Asset Tagging

Managing Deliveries

• Deliveries
• Tracking Purchase Order Items

Managing Inventory

• Increasing Inventory
• Inventory
• Inventory Bundles
• Managing Inventory Locations
• Reducing Inventory
• Stock-taking
• Transferring Inventory

Managing WIP

• Work In Progress

NFC Tags

• Reading NFC Tags
• Scan NFC Tags To Spreadsheet
• Setting Up NFC Tag fields
• Writing NFC Tags

Notifications

• Asset Notifcations

  • Asset Check-out Notifications
  • Asset Maintenance Notification
  • Elapsed Duration Notification For Assets
  • Field Change Notification For Assets
  • New Activity Notification For Assets
  • Upcoming Date Reminder For Assets

• Delivery Notifications

  • Delivery Notifications
  • Purchase Orders Notification

• Inventory Notifications

  • Elapsed Duration Notification For Inventory
  • Field Change Notification For Inventories
  • Inventory Threshold Notification
  • New Activity Notification For Inventories
  • Upcoming Date Reminder For Inventories

• Microsoft Flow / Power Automate

  • Due or Overdue notifications with Microsoft Power Automate
  • Inventory Threshold Notification with Microsoft Power Automate
  • Upcoming date notifications with Microsoft Power Automate

• Zapier Triggers

  • Custom Field Changes Alert with Zapier
  • Due Or Overdue Alerts With Zapier
  • Elapsed Duration Alerts With Zapier
  • Expiry Alerts With Zapier
  • Inventory Surplus Alerts With Zapier
  • Inventory Threshold Alerts With Zapier
  • New Activity Alerts With Zapier

• Calendar Integration

Other

• Account
• Desktop App
• Pricing
• Self-hosting

Preferences

• Account Preferences
• Asset Depreciation
• Asset Preferences
• Checkout Receipts
• Inventory Preference

Reports

• Asset Reports

  • Asset Audit Reports
  • Asset Check-in & Check-out Reports
  • Asset Custom Reports
  • Asset Depreciation
  • Asset Maintenance Reports
  • Asset Reservation Reports
  • Tagged Assets Reports

• Delivery Reports

  • Delivery Custom Reports
  • Delivery Reports

• Inventory Reports

  • Inventory Adjustment Reports
  • Inventory Custom Reports
  • Inventory Stock on Hand Reports

• Purchase Order Reports

  • Purchase Order Reports
  • Purchase Orders Custom Reports

• WIP Reports

  • WIP Custom Reports
  • Work In Progress Reports

Smartphone App

• Creating Smartphone App Users
• Customizing The Smartphone App
• Managing Smartphone App Users
• Setting Up the Smartphone App
• Smartphone App Capabilities
• Syncing Offline Data
• Using The Smartphone App

Sub-users

• Creating Sub-users
• Managing Sub-users