Creating New Items (WAREHOUSE)
Use this feature to add tools, equipment, or materials to your warehouse inventory.
Steps to Create a New Item in the Warehouse (Mobile)
Tap Create New Item from the home screen.
Tap Choose Item Type, then select either:
Tools & Equipment
Materials & Consumables
Tap Choose Tracking Method, then select either:
Track by Quantity
Track by Unique ID
Tap Choose a Category, then either:
Select an existing category from the list, or
Tap Create New Category to add a new one.
Tap Choose Manufacturer, then either:
Select an existing manufacturer, or
Tap Create New Manufacturer.
Tap Choose Model, then either:
Select an existing model to open its detail screen, or
Tap Create a New Model to add a new one.
Tap Your Description, then either:
Select an existing description, or
Tap Create a New Description and enter a description that helps others identify or request the item (e.g., Cordless Drill, 3/8”).
