- Tap the
icon in the upper right corner of the app.
- The menu opens. Tap the Admin option.
- Tap the Item Catalog option.
- The Item Catalog section expands revealing all of the available categories. Tap the desired category to proceed.
- The Item Catalog of the chosen category opens. In this case, Equipment Items.
From here, you can ADD, EDIT, or DELETE items from this category. -
To add a new item to this category:
a. Tap the button in the lower right corner of the screen.
b. The Add Item screen opens. Enter an Item Name (mandatory), Equipment Type (optional for Equipment Items), Item Description (optional), Unit of Measure (mandatory), and Unit Cost (optional). Note that only users with the SC Cost Visibility permission will be able to view or edit cost detail. c. Tap the Checkmark button to proceed, or the "X" button to cancel. d. The new item now appears in this category's listing. -
To edit an item in this category:
a. Tap the Additional Options dots to the right of the item. b. The dropdown menu opens. Tap Edit. c. The Edit Item Catalog screen opens. Modify the relevant details, including sliding the toggle for "Active" vs. "Inactive" if necessary. Note that only users with the SC Cost Visibility permission will be able to view or edit cost detail. Tap the Checkmark button to save and proceed, or tap the "X" button to cancel. -
To delete an item in this category:
a. Tap the Additional Options dots to the right of the item. b. The dropdown menu opens. Tap Delete. c. You will be asked to confirm that you wish to delete the item. Tap the Checkmark button to save and proceed, or tap the "X" button to cancel. Please note that items cannot be deleted if they are in use or part of a kit.
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