How-to Videos

Our short and easy to follow videos will provide you with the tools you need to get the most out of our inventory software.

1001 - Creating an Inventory

Hover for description.

This video will show you how to name and create your first inventory.

1002 - How to Put an Item into Inventory

This video will show you how to put items into inventory.

1003 - Creating Custom Attributes for your Items

This video will show you how to create custom attributes like size, shape, color, etc...

These attributes can be helpful in filtering, sorting, and searching your inventory.

1004 - Creating Custom Circumstances

This video will show you how to create custom circumstances.

e.g. P.O. #, Carrier, Invoice Number, Customer Name, etc...

1005 - Creating Custom States

This video will show you how to create custom states in Clearly Inventory.

State are factors that distinguish individual items as distinct from other items of the same kind. Serial Numbers, Expiration Dates, Order Numbers, and Batch Numbers are all examples of states.

1006 - Customizing Site Terms, Time Zone, & Colors

This video will show you how to change the site terms "Item Name" and "Item Description" as desired.

It also covers selecting your timezone and changing the header menu color to match your organization's needs.

1007 - Adding Items to Inventory

This video will show you how to add items to existing inventory statements as well as creating new statements.

1008 - Removing Items from Inventory

This video will show you how to remove items from inventory.

1009 - Moving Items to Different Locations

This video will show you how to move items from one location to another.

1010 - Changing the Serial Number, Expiration Date, or Order Number of Items

This video will show you how to apply serial numbers, expiration dates, or order numbers to units of items in inventory.

1011 - Undoing Events

This video will show you two different methods for undoing events.

The method you choose will depend on whether or not you want a record of the 'undo' event or not.

1012 - Adding Images of Your Inventory Items

This video will show you how to add images of your items to the inventory page.

1013 - Customizing the Layout of the Inventory Page

This video will show you how to select and arrange the columns of the inventory page.

1014 - How to Reset your Inventory Data

This video will show you how to reset your inventory data.

This is usually done after testing the application and before you upload a complete inventory.

1015 - How to Upload your Initial Current Inventory

This video will show you how to upload your starting inventory using the "Create and Add" upload method.

Entering your inventory in our spreadsheet template, and then uploading that data is a fast way to get your current inventory entered.

1016 - How to Rename your Inventory

This video will show you how to rename your inventory.

1017 - How to Search, Filter, and Sort Your Inventory

This video will show you how to search, filter, & sort your inventory statements

1018 - Processing Events for Multiple Items at Once & Clearing 0 Quantity Statements

This video will show you how to perform the same event against multiple inventory statements. We'll also show you how to remove statements with 0 quantity.

1019 - Adjusting the Quantities of Item in Inventory

This video will show you how to adjust quantities of items based on current counts.

1020 - Performing Conversions with Units of Measure

This video will show you how to convert items from one unit of measure to another.

Creating & Using Reports

2001 - A brief tour of the reports in Clearly Inventory

This video will show you all of the different report types and their purposes.

2002 - A Tour of the Current Inventory Report

This video will show you more details about the Current Inventory Report

2003 - A Tour of the Inventory Summary Report

This video will show you more details about the Inventory Summary Report

2004 - A Tour of the Inventory Events Report

This video will show you more details about the Current Inventory Report

2005 - A Tour of the Global and Local Restock Reports

This video will show you more details about the Global and Local Restock Reports

2006 - A Tour of the All Items Report

This video will show you more details about the All Items Report

2007 - How to Customize your Inventory Reports

This video will show you how to customize your inventory reports.

Includes selecting columns, setting filtering and sort orders, adding and removing columns, and other functions.

2008 - How to Create Calculated Columns and Filter your Reports

This video will show you how to create calculated columns for your reports.

This is helpful for displaying extended costs, or other data that can be calculated from existing columns.

2009 - How to Download your Reports and Analyze Data Using Excel

This video will show you how to download your inventory reports in both spreadsheet and pdf formats. We'll also discuss ways to analyze your data in excel.

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