5.2. Create New Consumables

There are 02 ways to create new consumables: bulk import and manual set up.

Manual Set Up

On the top right of the Consumables page, click on the and you will be navigated to the "Create Consumable" screen. This screen allows you to input detailed information about each consumable.

1. Fill in the Required Information:

   • Consumable Name: Enter a descriptive name for the consumable (e.g., "Printing paper," “EVGA BQ500W.”).

   • Category: Select the category that best fits the consumable type (e.g., "Paper," "Office Supplies"). Use the button to add a new category if needed.

   • Quantity: Enter the total quantity of this consumable available for tracking.

2. Additional Fields (Optional):

   • Manufacturer, Supplier, Department, Location, Inventory: Use these fields to add further details about the consumable, such as the manufacturer or supplier, or to specify which department or location the consumable is associated with.

   • Min Quantity: Set a minimum quantity level to trigger alerts when the stock is low, ensuring you can reorder before running out.

   • Notes: Add any additional information that may be useful.

Open

Bulk Import

1. On the top right of the Consumables page, click on to initiate the process.

2. You will see a table that instructs you to use the sample CSV file for data preparation.

Open

3. Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.

4. In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.

   1. To modify data information, click on the Edit button.

   2. To automatically generate missing data for Department, Inventory, Category, Location, Supplier, Manufacturer, and Status Label, click on the “Generate Data” button.

5. Click on Submit to finish importing your consumables.

6. You should now see a list of your consumables on the Consumables page.

Learn More: