There are 02 ways to create new accessories: bulk import and manual set up .
Manual Set Up
On the top right of the Accessories page, click on
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Fill in the Required Information:
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Accessory Name: Enter a descriptive name for the accessory (e.g., "Wireless Keyboard").
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Category: Select the category that best fits the accessory type (e.g., "Peripheral," "Office Supplies"). Use the
button to add a new category if needed.
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Quantity: Enter the total quantity of this accessory available for tracking.
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Additional Fields (Optional):
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Manufacturer, Supplier, Department, Location, Inventory: Use these fields to add further details about the accessory, such as the manufacturer or supplier, or to specify which department or location the accessory is associated with.
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Min Quantity: Set a minimum quantity level to trigger alerts when the stock is low, ensuring you can reorder before running out.
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Notes: Add any additional information that may be useful.
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Bulk Import
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On the top right of the Accessories page, click on the dropdown of
, then choose
to initiate the process.
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You will see a table that instructs you to use the sample CSV file for data preparation.
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Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.
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In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.
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To modify data information, click on the Edit button.
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To automatically generate missing data for Department , Inventory , Category , Location , Supplier , Manufacturer , and Status Label , click on the “Generate Data” button.
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You can also download the most recently modified data into a CSV file for further customization by clicking the
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Click on Submit to finish importing your accessories.
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You should now see a list of your accessories on the Accessories page.