Importing Items into EZOfficeInventory – Asset Tracking Software

Asset tracking software

Asset tracking software needs to be able to process thousands of business assets quickly and efficiently. Importing items into EZOfficeInventory is extremely straightforward with our nifty import wizard. You can instantly add or update all items – including assets, asset stock, and inventory – by setting up a CSV file and mapping the columns onto existing ones. This guide will take you through the basics of item imports, and provide you with some helpful tips to ensure seamless imports each time!

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Dashboard Calendar in EZOfficeInventory

Dashboard Calendar

.You can use the Dashboard Calendar to keep track of all ongoing events, asset assignments, and upcoming reservations, and have a bird’s eye view of asset tracking and operational workflows.

1. Quick View Counters

The top of the dashboard displays the count of the following sections of asset management in EZOfficeInventory, explained in subsequent sections:

    • Assets which are overdue
    • Assets which are due on the current date
    • Reservations which start on the current date (relating to all items – Asset, Asset Stock, and Inventory)

Note: You can also toggle between actionable metrics for carts and items and stay on top of which carts are coming in, going out or overdue on return. Learn More

Assets Overdue Vs. Assets Checkin Due Today

The count of overdue assets is time sensitive, while the count of asset checkins due on the current date is day sensitive. Say, there are two assets due on July 8, asset#1 at 13:00 and the asset#2 at 19:00, the count of overdue assets will be ‘0’ and that of assets due today will be ‘2’ till July 8, 13:00.

Asset checkins due today

Now if the asset#1 is not checked-in at its due time, the count of overdue assets will change to ‘1’ at 13:01. However, the count of assets due today will remain ‘2’ till the end of the day i.e. July 8.

Overdue vs Asset checkins due today

2. Actions on Counters

When you click on any one of the metric cards, it redirects you to the listings page of their particular details where you can then take actions on them. For example, you can extend checkout on an overdue asset or request check-in, as shown below:

Opening metric cards

Taking actions on Reservations

Similarly, you can also click on the reservations metric card. This redirects you to the reservations listing page where you can take actions on all the reservations in action.

Read More: Item reservation with more insight and clarity

Reservation metric card

3. Email Alerts for Counters

The following generate email alerts for Account Owners and Admins:

  1. Overdue Items: You will be notified via email whenever an asset is not checked-in after its due date.
  2. Reservations starting today: You will get an email on the day a reservation starts.
  3. Reservation starting in — days: You can select how many days in advance to the start of reservation you want to get email alert.

Note: To enable these alerts, click on the horizontal ellipses on the side navigation bar. Then click on ‘Alerts’ from the menu. From the Alerts page, check their respective boxes as shown in the snapshot below:

Setting up alerts

4. The Calendar View

The Dashboard Calendar enables you to look at events in the context of a monthly calendar and helps you to manage and monitor all your asset tracking tasks directly from the dashboard. The dates on which assets are due and reservations are starting are marked on the calendar for you to keep track of all important dates:

Calendar events

Next to the calendar, there is an update of all the asset tracking activities of the current month in the form of the Quick Activity section. To see events of any other month, navigate between the months using the forward/backward arrow on the calendar.

The feed of events on the dashboard page also shows the addition of assets, members, comments, services, check-ins and checkouts within the system, under messages and latest events.

If the arbitration on reservation is enabled (the access control is such that staff users cannot checkin/out assets themselves without an administration’s approval), the activity feed will also include all the unapproved reservations along with other events. By clicking on the asset’s name, you will be directed to the detail page of the asset from where you can approve or reject the reservation request. To learn more on arbitration, click here.

Note: From staff members’ standpoint, the activity feed and calendar only displays the requests they have made, as well as events related to assets in their possession.

5. Service Events

The dashboard by default displays a calendar view. However, you may customize it as per your preferences. You can choose any of the following to display on the dashboard from Settings → My Settings:

  • Calendar
  • Service Events
  • Location

Don’t forget to hit update! Once you’re done, go back to the Dashboard, click on ‘Edit’ and then on ‘Add Widget’. From the overlay that appears, choose ‘Latest Events’ and hit Done. Now you can see all the latest events and happenings, which include service events as well:

 Service events in latest events

Read More: Service and Maintenance in EZOfficeInventory

6. Syncing the Calendar

The Dashboard Calendar can also be synced with a third party calendar application.This comes in handy as you can keep track of your asset assignments from other application. It might help you in better asset management and organization of your assignments and tasks depending upon the application you sync with. To do this, follow the following steps:

1. Click on the ‘Get ICAL URL’ as shown. You will be prompted to an URL.

2. Copy that URL into another tab of your web browser. An ICS file will be downloaded.

3. Now open this file using the calendar application of your choice.

The details of your reservations and due assets will now be available on the application you have synced with.

7. In-App Updates

Keep up with regular feature releases related to EZOfficeInventory with the in-app updates which are accessible from ‘Your Name on Top left’ → Updates.

8. Mobile App

The dashboard feature is now available on the EZOfficeInventory mobile app as well. You can download the iOS or Android apps here.calendar on mobile

Share Your Queries

We love hearing from you! If you have any queries or want to contribute your suggestions, send us an email at support@ezofficeinventory.com or log them at our Community Forum.

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Migrating data from other Asset Tracking Software to EZOfficeInventory

EZOfficeInventory - Asset Tracking Software

Does the asset tracking software you currently use not really fit your needs? Maybe you’ve spent months tediously adding data to it, and think migrating information over to another system might be too difficult or simply not worth the effort.

EZOfficeInventory enables you to bring over information from other equipment management software quickly and seamlessly. Don’t lose any of the depth or nuance you’ve spent drilling into your data from day one.
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Customizing Email Templates

Would you like all EZOfficeInventory alerts and emails to include more detail about your company? Maybe you’d like your internal communications to have more of a personal flair, or want to direct employees to the next steps related to a particular event. To this end, you can create custom email templates to tweak your email-based communication with your staff. These templates can be used for actions that generate emails.

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Zendesk’s Integration with EZOfficeInventory: Powerful Asset Tracking and Ticket Management combined

Zendesk Integration - Banner

Use EZOfficeInventory’s Zendesk app to manage tickets and incidents regarding all your equipment.

1. Why integrate with Zendesk?

Imagine being able to get all the information you need to resolve a service ticket without even having to switch browser windows! At the same time, you can also track all tickets and ticket creators linked to a specific item from the Item Details page itself.

Integrating EZOfficeInventory with Zendesk can enable teams to quickly identify what needs to be worked on, what issues have previously been associated with an item and other details such as Location and AINs. Continue reading

Setting up a Barcode Scanner with EZOfficeInventory (PC/Mac)

Barcode Scanner EZOfficeInventory

EZOfficeInventory enables you to effectively manage items by streamlining your check-in and checkout workflows. In this post, we’ll take you through using EZOfficeInventory to set up a Barcode scanner on your PC or Mac. To learn how to set up a Barcode scanner on the EZOfficeInventory mobile app, click here.

EZOfficeInventory gives you a lot of options to speed up checkouts and reservations. These include:

  • Selecting a few item checkboxes from the asset list and choosing the Checkout option from the Actions dropdown.
  • Using EZOfficeInventory’s mobile app to bulk scan labels and take actions.
  • Using the Cart to add items and check them out in one go. The Cart should be enabled from Company Settings → Add Ons → Cart Module.

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Rise of Cloud Technology – Creating opportunities for SMBs

Cloud TechnologyCloud based software has taken the business world by storm in recent years. Cloud computing is a general term for anything that involves delivering hosted services over the Internet. It has the potential to dramatically improve how business is done and has thus gained currency amongst small and medium sized businesses (SMB). In the US, interest in cloud computing continues to increase and the number of companies using cloud technology is expected to more than double in the next 6 years¹. Continue reading

Accessing EZOfficeInventory asset tracking software using Company URL

Access EZO using company urlYou can use your own URL to access EZOfficeInventory e.g. equipment.SFconstructions.com (or assets.SFconstructions.com). Similarly, your staff users can use your URL to check out items online. This blog details how EZOfficeInventory users can create a custom URL to access the asset tracking software. Continue reading