How To (Steps)

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Add a new inventory item


1.Click the "New Inventory Item" button on the General tab.
2.Fill in the item details.
3.Click the Save button on the General tab.

 

Notes:

Select the Category and Location for the item from the drop-down list. You may add, edit, and remove Categories and Locations from the list by clicking on the button next to the drop down field.
You may select the Purchase date by clicking on the down arrow and using the calendar, or you may type it directly in to the field.
Currency symbols are not required. The reports will display the currency symbol set in your Windows Regional Options.

 

Find previously entered inventory items


Select the Location or Category on the left side of the Inventory window, and then look for your item in the Inventory List view, or use the search feature to search across all Locations and Categories at once. Items matching your search criteria will appear in the Inventory List view. The search function will look for inventory items with words on the General tab matching your search criteria.

 

Add a new Maintenance/Repair item


1.Select the Maintenance/Repair History tab at the bottom of the Inventory screen.
2.Click on the "Add Repair" button.
3.Enter the repair details in the repair item form.
4.Click the Ok button to save your changes.
5.The repair item will be added to the list.

 

Add the Warranty/Insurance Information


Select the inventory item in the list view, and then select the Warranty/Insurance tab.

Fill in the Manufacturer and Warranty information, and then click the "Save" button.

 

Manage Categories and Locations


1.Click the button to the right of the Category/Location drop-down field.
2.Select the Category/Location in the list and then click "Edit" or "Delete", or click the "New" button to add a new category/location.

 

Add individual pictures


1.Select the inventory item in the list view.
2.Click the "Add" button near the bottom of the picture box area.
3.Select your picture, and then click the Ok button.
4.You may add multiple pictures to an item by repeating steps 2-3.

 

Note: you may also drag and drop a picture file from Windows File Explorer to the picture box.

 

Add pictures in bulk


If you already have a lot of digital pictures of the items in your house, you can create new inventory records for them automatically by dragging an entire group of pictures on the inventory list view.

 

1.Select multiple pictures in the Windows File Explorer.
2.Drag the pictures to the Inventory List View. This will create a new inventory item for each picture.
3.Update the item data for each as needed.