Here we go through how to do an inventory in the Palats mobile app.
Create a new article!
Once you've created your location, you can begin inventorying your articles. None of the specifications are mandatory, and you can always edit and update your collected material later.
💡 Do you have articles where there's no need to know the condition of each specific individual of an article, but are only interested in saving information about how many in quantity, kilos, or how much volume you have of a particular article? Then you can inventory as bulk goods instead.
- Log in to the Palats mobile app.
- Navigate to the location you want to inventory.
- Choose a section and click on the purple plus sign at the bottom right.
- If you've added a floor plan, begin by placing your article on the floor plan. You can opt to open in full screen for a better zoom-in view.
- Take one or multiple clear photos of your article.
- Add a QR code if necessary.
- Select a category either by searching or navigating through the category tree. Based on the product category you've selected, you will receive specifications tailored specifically for that category.
- Modify the display name/label to differentiate between different models in the same product category.
- Fill in the required specifications.
- In the 'Tags' field, located at the bottom, you can create your own tags and label articles, for instance, those that need to be disposed of or temporarily stored.
- Click on 'Complete & Save' once you're done. If you have several articles of the same type, you can copy your article or look it up in your model library.
💡Default values are pre-filled in the weight and purchase price fields. The climate value is based on the weight and can be updated, as can the purchase price.
Next Step:
Step 3 - Download exports, share view link & see statistics.