Support  ·  Inventory add-on

Scanning, tags, and walk-arounds

Scan asset tags with your phone, print your own tags, and count what's at a location.

This guide is for the inventory add-on, which is extra on any plan.

Scanning a tag

Scan a tag on the inventory list opens your phone’s camera right in the browser; there’s nothing to install. Point it at a QR code or barcode. A tag that’s in the inventory opens its page. A new one starts adding it, with the tag filled in. The first time, your phone asks to let the helpdesk use the camera.

No camera? Type the number in the box. A USB barcode scanner works there too: it types the number and presses Enter for you.

The Scan button next to the tag box, when you add or change equipment, fills the tag in from the camera.

Printing your own tags

Bought tags work fine. To print your own, use Print tags at the top of the inventory list (it’s under Settings, Inventory too):

• For equipment that has tags: tick it on the inventory list, then Print tags for the ones ticked.
• A run of new numbers: it picks up after your highest tag. Stick them on as you add equipment.

Pick QR code unless you have an older handheld scanner that only reads barcodes; phones read QR codes fastest, and they fit smaller labels. Pick your labels: Avery-style sheets for an office printer, or a size for a label printer like a Dymo, Brother, or Zebra. It makes a PDF.

On a label printer, set the paper size in the print window to your label size, and the scale to 100% (or “Actual size”), not “Fit to page”. Print one and scan it before printing the rest. If a tag would be too small to scan reliably at that size, the page says so.

Walk-arounds

A walk-around counts what’s really at a location. Under Walk-arounds, pick the location and start. Then scan each tag you find; the camera keeps going, so just move to the next one. Still to find shows what the inventory says is there, and each item comes off as you scan it.

Scans come in three kinds:

• Found: it’s where the inventory says.
• Moved here: the inventory had it somewhere else. Finishing moves it here.
• Not in the inventory: a tag nobody has added. Add it starts adding it.

Click Finish when you’re done. Anything still on the list is recorded as missing, and everything found is marked as seen that day. The inventory list can show what hasn’t been seen on a walk-around in a year.