Inventory Items | Notes & Adjustments

When managing Inventory you need to relay a note to all users on a particular Item and you also need to track the History of notes made when making any adjustments - this article explains how you can do that!

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  • Inventory Items | Adding, Editing, Viewing Current & Setting Up Notifications
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Inventory Note

• Go to Settings>Advanced>Inventory Items and click Edit to the right of an item

• Once there, scroll to the bottom where you can make a persistent note pertaining to that Inventory Item and click Save afterwards (this note will appear whenever you view it)

• You can also click on History to expand and reveal the change and any others that have been made:

Inventory Adjustment

• Go to Settings > Advanced > Current Inventory and click Edit to the right of an Item 
  • Alternatively, you can click and search for the Inventory Item by Name and Location

• Once there, scroll to the bottom where you can make a transactional note pertaining to that Inventory Item and click Save afterwards:

• Now when you return to Settings > Advanced>  Inventory Items and click Edit to the right of that Item, you can click on History to reveal the (1) Inventory Adjustment and (2) Note you made: