Difference between revisions of "Upload a Document for an Inventory Item"
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| − | <p>To upload a document, open the [[Inventory]] category from the Main menu - or - by using the Inventory icon [[File:Inventory icon.gif|30px]] on the top of your screen.</p> | + | <p>To upload a document, open the [[Inventory|'''INVENTORY''']] category from the Main menu - or - by using the Inventory icon [[File:Inventory icon.gif|30px]] on the top of your screen.</p> |
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Click on the name of the inventory item. <br> | Click on the name of the inventory item. <br> | ||
| − | Go to the Documents tab of the main section of the items’s detail page, and then click the “Add Document” button. <br> | + | Go to the Documents tab of the main section of the items’s detail page, and then click the “Add Document” button. <br><br> |
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| + | [[File:Document1.jpg]] | ||
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* Enter in the name of the document | * Enter in the name of the document | ||
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* Optional notes if required | * Optional notes if required | ||
* Click "Save" | * Click "Save" | ||
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| + | [[File:Document2.jpg]] | ||
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Click on the name of the inventory item. <br> | Click on the name of the inventory item. <br> | ||
| − | Go to the Documents tab of the main section of the items’s detail page, and then click the “Request Document” button. <br> | + | Go to the Documents tab of the main section of the items’s detail page, and then click the “Request Document” button. <br><br> |
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| + | [[File:Document3.jpg]] | ||
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* Enter in the name of the document | * Enter in the name of the document | ||
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* Click "Save" | * Click "Save" | ||
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Latest revision as of 17:47, 9 July 2016
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Uploading a document for an inventory item to your rescue or shelter is easy with BARRK! These may include receipts, warranties, instructions, etc. |
To upload a document, open the INVENTORY category from the Main menu - or - by using the Inventory icon 
on the top of your screen.
ADD A DOCUMENT
Click on the name of the inventory item.
Go to the Documents tab of the main section of the items’s detail page, and then click the “Add Document” button.
- Enter in the name of the document
- Set the access level
- Click "Choose File" and select the file from your computer
- Enter "Inventory" in the category
- Description of the document such as: receipt, warranty, etc.
- Optional notes if required
- Click "Save"
REQUEST A DOCUMENT
Click on the name of the inventory item.
Go to the Documents tab of the main section of the items’s detail page, and then click the “Request Document” button.
- Enter in the name of the document
- Set the access level
- Check "Upload when ready" button
- Enter "Inventory" in the category
- Description of the document such as: receipt, warranty, etc.
- Optional notes if required
- Click "Save"
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Guidelines to perform the main functions in the INVENTORY category
- Add an Inventory Item
- Assign an Inventory Item
- Return an Inventory Item
- Inventory in Storage
- Edit, Update an Inventory Item
- Upload a Document for an Inventory Item
- Delete an Inventory Item
