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design_inventory_report [2020/08/24 09:01 (4 years ago)] kevindesign_inventory_report [2021/06/22 14:29 (3 years ago)] (current) eluzon
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 ====== Design Inventory Report ====== ====== Design Inventory Report ======
 +
 +See: https://support.windwardsoftware.com/a/solutions/articles/66000490285
  
 ===== Overview ===== ===== Overview =====
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   - <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color>   - <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color>
   - Select a User.   - Select a User.
-  - Click ‘Edit User’. +  - Click ‘<color #0000FF>Edit User</color>’. 
-  - Go to ‘Inventory’ tab.+  - Go to ‘<color #0000FF>Inventory</color>’ tab.
   - Check the following boxes provided in the screenshot below. \\   - Check the following boxes provided in the screenshot below. \\
  
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 **Figure 2** \\ **Figure 2** \\
 D. Click ‘OK’. \\ D. Click ‘OK’. \\
-E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’. \\+E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’.\\
 {{:figure_3_update_master_default.jpg?300|}} \\ {{:figure_3_update_master_default.jpg?300|}} \\
 **Figure 3** \\ **Figure 3** \\
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 **Figure 5** \\ **Figure 5** \\
 D. Click ‘OK’. \\ D. Click ‘OK’. \\
-E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’. (see figure 3) \\+E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’.(see figure 3) \\
 F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\
  
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 **Figure 6** \\ **Figure 6** \\
 D. Click ‘OK’. \\ D. Click ‘OK’. \\
-E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’. (see figure 3) \\+E. Confirm ‘Update master default item with these options?’, you may click ‘YES’ or ‘NO’. (If you wanted to save the changes, you made to your default inventory item, click ‘YES’, otherwise, click ‘NO’.(see figure 3) \\
 F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\ F. Click on ‘View’ and then ‘Yes’ (see figure 4) \\
  
 <note tip>Any changes made (e.g. price percentage rate, pricing method, taxes, and etc.) should always have a <color #ffc90e>yellow</color> highlight as provided in the screenshots above.</note> <note tip>Any changes made (e.g. price percentage rate, pricing method, taxes, and etc.) should always have a <color #ffc90e>yellow</color> highlight as provided in the screenshots above.</note>
- 
 ===== Common Usage of Design Inventory Report ===== ===== Common Usage of Design Inventory Report =====
   * Aged Inventory   * Aged Inventory
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 {{:saved_design_inventory_report.jpg?600|}} {{:saved_design_inventory_report.jpg?600|}}
  
 +===== Check out this Solution Series Video =====
 +
 +This video shows how to use the Design Inventory Report to Print Price Change Labels.
 +
 +<HTML>
 +<iframe width="560" height="315" src="https://www.youtube.com/embed/Ap91R1n054s?rel=0" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
 +</HTML>
  
-<note>Note: You may refer to <color #0000FF>__Working with Design Inventory Reports__</color>for further details and demonstrations in utilizing System Five Design Inventory Report.</note>+<note>Note: You may refer to [[https://attendee.gotowebinar.com/recording/4415114639332924936|Working with Design Inventory Reports]] for further details and demonstrations in utilizing System Five Design Inventory Report.</note>
  
design_inventory_report.1598284861.txt.gz · Last modified: 2020/08/24 09:01 (4 years ago) by kevin