Recently Updated Pages
Integrate a Database with the Inventory Module
To integrate an existing database with the inventory module, go to the Database Module Home Page....
Edit an Inventory
To make edits to an existing inventory, go to the Home Page of the Inventory Module. You can a...
Delete an Inventory
To delete an inventory, open the Home Page of the Inventory Module. Select the three dot (…) i...
Create Module Levels (Inventory Module)
To create a customizable module level in the Inventory Module, go to the Module Level Tab on the ...
Create a Unique Items Database
To create a unique items database, go to the Home Page of the Database Module and create a new da...
Create a Stock Database
To create a stock database, go to the Home Page of the Database Module and create a new database....
Add an Inventory Location
Adding an inventory location creates an additional location option that can be found on the locat...
Add a Unique Item to the Inventory
Before a stock item can be assigned its unique identifier, it must first be created as a stock it...
Add a Stock Item to the Inventory
To add an individual stock item to the inventory, go to the Inventory Module Home Page. Click ...
Edit an External Link within Integrations
To edit an external link, go to the Setup Page under External Links in the Integration Module. Cl...
Delete an External Link within Integrations
To delete an external link, go to the Setup Page under External Links in the Integration Module. ...
Create an External Link within Integrations
To create a new external link, go to the Setup Page under External Links in the Integration Modul...
Edit a Forms Groups
To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups P...
Add a New Module Level (Forms Module)
To add a new module level in the Forms Module, go to the Settings Page and select the “New Module...
Add a Forms Group
To add a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Pa...
Unlock a Submitted Budget Item for Editing
In order to edit an approved budget item, any existing approvals and rejections regarding the bud...
Submit a Budget Item for Approval
Budget items can only be submitted for active budgets. To submit a budget item for approval, go t...
Set / Edit a Budget's Approvers and Approval Notifications
You can only edit approvers and approval notifications for an active budget. To set or edit a bu...
Resubmit a Budget Item for Approval after Edits are Made
A Budget Item must be unlocked for edits to be made. How To: Unlock a Submitted Budget Item for ...
Edit a Budget Item After Submission for Approval
Go to the Active/Closed/Archived Budget Table and click the title of the budget you wish to edit,...