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All CollectionsAlign EAM (Enterprise Asset Management)EAM Inventory
Manually Creating Unique Tools
Manually Creating Unique Tools
Updated over 2 weeks ago

Need to track a tool that is NOT in the Align Catalog? No problem! You can create one from scratch using the steps below:

  1. From the navigation bar on the left side, expand Inventory and click on Catalog

  2. Click the blue hyperlink at the top that says + Add Model

  3. A window pops up asking for the information necessary for you to create a new model.

    1. ITEM TYPE: Choose whether your item is a Tool, Equipment or Material/Consumable

    2. TRACKING METHOD: Do you want to track this item with a Unique ID or as a Quantity Item? (If you chose Material/Consumable for your item type, Quantity will already be chosen for you)

      1. Tracking an Item with a Unique ID? See section below Adding An Item That Will Have a Unique ID

      2. Tracking an item as Quantity or as Material and Consumable? See section below Adding A Quantity Item or a Material/Consumable

    3. MANUFACTURER: Choose from your list or add a new manufacturer if necessary

    4. CATEGORY: Choose a category for your item or add one if necessary

    5. MODEL: Enter model information (typically a model number)

    6. DESCRIPTION: Add a basic description of the model/item

Adding An Item That Will Have a Unique ID

  1. Click the Add Item button in the bottom right side of the window. This opens up a more detailed section of the product you just created. From here you can:

    1. Add an image of the item (JPEG, PNG or GIF)

    2. Add cost information by clicking on the Cost panel at the bottom to expand it (be sure to save any changes you make in this section)

    3. Add items to start tracking by clicking the blue hyperlink + Add Item at the top.

      1. At the bottom of this window you can see that Align auto assigns numbers for Item Number and Barcode but if you want to choose your own, simply click on the pencil icon to enable the edit feature for the field.

      2. If you need to add more than one item to track click Add and Next, if you are only tracking one item just click Add.

      3. To see or edit the items you just added expand the Item List panel at the bottom.

    4. Edit any of the model information entered on the right side by hovering on the line you want to edit until the pencil icon appears, click the pencil to edit.

Adding A Quantity Item or a Material/Consumable

Once you selected either Quantity item or Material/Consumable the Item Number and Barcode fields were automatically added below the other fields. Align auto assigns Item Number and Barcode numbers but if you want to choose your own, simply click on the pencil icon to enable the edit feature for the field.

  1. Click the ‘Add Item’ button in the bottom right side of the window. This opens up a more detailed section of the product you just created. From here you can:

    1. Add an image of the item (JPEG, PNG or GIF)

    2. Add cost information by clicking on the 'Cost' panel at the bottom to expand it (be sure to save any changes you make in this section)

    3. Add stock to your quantity item by clicking on the ‘Stock List' panel at the bottom to expand. Then click on the number in the 'In Stock' column (should be a ‘0’ for a newly added item) and adjust the quantity to match your inventory.

    4. Edit any of the model information entered on the right side by hovering on the line you want to edit until the pencil icon appears, click the pencil to edit.

Author: Jen Faris

Related Topics

Add Unique Tools from the Product Catalog (Video)

Manually Adding Unique Tools (Video)

Unique vs Quantity Tools in EAM Align Platform

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