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How to use an Inventory Management document?

How to use an Inventory Management document?



Introduction


Inventory management in x.doc becomes essential when a contact has accepted a proposal, and you need to update the status of your items accordingly. Here's a step-by-step guide on how to use the inventory management feature in x.doc:


Accessing Inventory Management


  • From the x.doc dashboard, click on the Inventory Management option under the Action button.



Changing Item Status


  • This will take you to the Inventory Management page, where you can change the status of each item.



  • Select the item whose status you want to change, then select the desired status from the drop-down menu.



Updating Status for Multiple Items


  • You can update the status of all items at once by selecting all items and changing the status using the Change status option.



Downloading Inventory Management Document


  • You can download your Inventory Management document in .XLS or .PDF format for your records.



Note: The Inventory Management document can only be used when the proposal has been accepted.



Updated on: 08/21/2026

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