How to Create Configure & Manage

Here you may instructional videos that cover the basics in setting up Clearly Inventory. We show you how to create and name an inventory, and how to create custom attributes. Later tutorials cover additional steps for fine-tuning the apps many features and capabilities. Be sure to visit our companion videos that cover all the reports available with Clearly Inventory.

1001 – Creating an Inventory

This video will show you how to create and name 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.