Creating an Inventory Check - updated

Amy McAllister
Amy McAllister
  • Updated

Start by clicking Inventory of the main menu

Once you have clicked on Inventory you should see something similar to this:

 

In the Inventory Item section, You will notice an Edit pencil (circled in red) located on the right side of the row for each item.  Clicking on this will take you to the Edit page for this item only.

After  clicking on the edit you should see on your screen a page that has multiple sections:

  1. Under the  Editing Inventory Item title, you will see a section with Administrative information for this item.  Notice that you can't edit any of the information in this section.  (Please contact your CTE administrator if you can)
  2. Create an Inventory Check for this item
  3. Inventory History (Note: you may not see this until you make your first inventory check #2 in this list)

 How to Create an Inventory Check for this item

When creating an item check you will only need to do three actions. Those are the actions with the red arrows

To create an inventory check you will only need to do following:

1. Click "Position Status" dropdown and select a status.

2. Click "Condition" dropdown and select a condition.

3. In the "Notes" section type in any information that you want to add to this item's history.

4. Click the "Save" button.

 

Inventory History

Now that you have created an inventory item you should see the Inventory History section appear and looks similar to this:

 

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