Admin Tools- Inventory

customertrax x. Uncategorized

Under the inventory section you will see many permissions based on your business system.

Mark Inventory as sold

  1. Login to Admin Tools
  2. Locate the user
    1. Filter by first name/last name
    2. Use the search field in the top right corner
  3. Click on the user to open the file
  4. Select the section you want to update by clicking on the tabs on the right hand side
  5. Select the permission “Can change equipment usage”
  6. Select Save.

Create Stock Unit

  1. Login to Admin Tools
  2. Locate the user
    1. Filter by first name/last name
    2. Use the search field in the top right corner
  3. Click on the user to open the file
  4. Select the section you want to update by clicking on the tabs on the right hand side
  5. Select the permission “Can create new Stock Unit”
  6. Select Save.

Can Create/Modify Equipment Notes

  1. Login to Admin Tools
  2. Locate the user
    1. Filter by first name/last name
    2. Use the search field in the top right corner
  3. Click on the user to open the file
  4. Select the section you want to update by clicking on the tabs on the right hand side
  5. Select the permission “Can Create Equipment Notes” and “Can modify Equipment Notes”
  6. Select Save.