Inventory has an integrated quick start guide available. To access the quick start guide, click on the "Help" menu in Inventory.
Can I import data into Inventory?
Yes, data can be imported from tab-delimited text files into Inventory. In Excel, you would perform a Save As to save a copy of your existing file as tab-delimited text.
Before importing data, it is helpful to determine which data columns you wish to import and making sure the corresponding field has been created in Inventory. When you are ready to import data, click on the "File" menu in Inventory and select "Import Tab-Delimited File". In the Import window, drag-n-drop the target fields on the right to line up with the data fields on the left.
How do I add items to Inventory?
When initially adding items into Inventory, it is designed to add one item at a time since information on the item would need to be entered as it's added.
If you want to dump a list of numbers from the scanner then fill in information later, I would suggest dumping the data from the scanner into Microsoft Excel -- the SOHO will type out the barcode numbers into the first column in Excel. You can enter some information into Excel then import that data into Inventory or simply import the list of barcode numbers from Excel into Inventory then fill in a description at a later time. Inventory supports importing tab-delimited text -- save your information out of Excel as a tab-delimited text file. To import data into Inventory, click on the "File" menu option and select "Import Tab-Delimited File".
How do I create/use a report in Inventory?
Reports are basically saved searches designed to help you filter out some specific piece of data. For instance, let's say you want to see a list of all the items in your database that have a location of "Storage". Click on the "Reports" button followed by the "New" button to create a new custom report. In the New Report window, click on the "Location" field and in the box below, select "Contains" and type in the location name (Storage) then save the report. Any time you run the report, this will filter out any item that contains the word "Storage" in the location field.
How do I change/update the quantity for an item in Inventory?
To change the quantity for an item(s) in your database, first click on the "Quantities" button in Inventory then select an option from the Quantity Change drop-down menu (Increment; Decrement; Set to New Value).
Next, connect your SOHO to transfer the barcode numbers -- click the "Adjust" button when the data is finished transferring.