Adapt SOS Inventory’s templates to suit the needs of your business. What you’ll learn in Customizing Forms Understand the basic process for adapting form templates Customize the display of your company logo and header Modify fields and add custom fields to a template...

Discover how to organize similar items into groups for searching and reporting purposes. What you’ll learn in Categories Create categories and assign them to items Use categories as filters Video Transcript Welcome to our video, Using categories. Categories are a...

Set yourself up for a successful import by understanding how to edit data properly in an item spreadsheet. What you’ll learn in Bulk editing rules Understand the rules to observe when editing data on a spreadsheet Video Transcript Video purpose and recommendations...

Bulk editing items, Part 2: Working with data Set yourself up for a successful import by understanding how to edit data properly in an item spreadsheet. What you’ll learn in Bulk editing items, Part 2: Working with data Become familiar with key columns on the items...

Bulk editing items, Part 1: Preparation Increase the efficiency of your editing process with some advance preparation. What you’ll learn in Bulk editing items, Part 1: Preparation Familiarize yourself with the data types that must be predefined in either SOS Inventory...

Master the basics for performing bulk edits in SOS Inventory. What you’ll learn in Bulk editing introduction Become familiar with the uses, tools and process required for a successful bulk edit Know the types of data on which a bulk edit can be performed Video...

Streamline the creation and editing of complex or lengthy assemblies—as well as item groups—with the bulk edit process. What you’ll learn in Bulk editing BOMs Know the prerequisites for performing successful bulk edits on bills of materials (BOMs). Understand how to...