Setting Up and Managing Quick Inventory

Updated by Torrey Rawlings

A Quick Inventory is a catalog of items that can be grouped together and swiftly added to a job, expediting the assembly and distribution of crucial items for assignments, thus enhancing the efficiency of pack out procedures.

A default Quick Inventory, named Onsite Cleaning, is provided for your convenience, but it can be tailored or removed to fit your company's specific needs. This template includes predefined line items such as CDC LABC, CGN BXBS, CPS BX<, CGN BXBM, CPS BX, CGN BXBL, and CPS BX.

Creating a Quick Inventory:

  1. Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
  2. In the Quick Inventory section, click on Add Inventory.
  3. Enter a name for your Quick Inventory and save it.
  4. Proceed to the item page where you can add desired items by clicking on Add.

Editing a Quick Inventory:

  1. Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
  2. Select the Quick Inventory you wish to edit.
  3. Add new items by clicking on Add.
  4. Modify item details by clicking into the item description.

Deleting a Quick Inventory:

  1. Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
  2. Check the box next to the Quick Inventory you wish to remove.
  3. Click on Delete Selected to remove it.

Changing the order of Quick Inventory:

  1. Navigate to Tools, then select the Preferences tab, and choose Quick Inventory.
  2. Check the box next to the Quick Inventory you wish to reorder.
  3. Utilize the up and down arrows to rearrange the Quick Inventory.

All modifications made to Quick Inventories will automatically synchronize with ContentsTrack Online and Mobile platforms.

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