In some cases, you may want to add additional items to an Inspection. Follow the steps below to learn how to add items to an Inspection.
REMEMBER: you can only add items to Inspections with the status marked as New.
Step 1: Hover over Inspections, and then click on Inspections to go to the Inspection Management page.
Step 2: On the Inspection Management page, find the Inspection you want to add items to. Click on the relevant Inspection ID to go to the Inspection Details page.
Quick Tip: Use the Status filter to find all your New inspections. This makes it easier to find the inspections you can still edit!
Step 3: On the Inspection Details page, click on Edit Inspection Information.
Step 4: You now have the options to Add Items Manually (Solid or Assortment), Import CSV, or Add Assortment. If you click on Import CSV, you will be asked to upload a CSV file.
Quick Tip: You can click on Export to download a template, which you can then fill in, save, and then Import!
Step 5: To add an item manually, click on Add item(s) manually. Then, fill in the Item ID, select the Product Line, Product Category, and Brand from the dropdown. Then fill in the Style ID, Color, and Size. Fill in the Case Pack, Order Quantity, and Available Quantity.
Step 6: To add an Assortment, click Add Assortment. Then, type in the Assortment name and fill in the items like in Step 5.
Step 7: Click on Item ID to see a list of the items in this Inspection. If you select an item from the list, the product information will fill out automatically.
Step 8: Click on Next to Review the Stakeholder Information.
Step 9: Click on Next to Review the Inspection Information.
Step 10: Click on Save to update your Inspection with your new items!
Have more questions?
Feel free to email us at email@example.com
OR simply click on the 'Live Chat' button in the bottom right corner of your screen.