How to use an Inventory Management document?
Inventory management is used when you want to change the status of your items after a contact has accepted an proposal.
Go to the x.doc dashboard page, click on the 'Inventory Management' option under the "Action" button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1jn8dhe.png)
Once you click on it, it will take you to the Inventory Management page, where you can change the status of the item.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_r8m6cr.png)
Select the item whose status you want to change. Select the status from the drop-down menu.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1jeszvv.png)
You can update the status of all items by selecting all items and changing the status from the Change status option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1g0oeb0.png)
You can download your Inventory Management document in .xls and .pdf format.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_5utvtj.png)
Note:- The inventory management document can only be used when the proposal has been accepted.
Go to the x.doc dashboard page, click on the 'Inventory Management' option under the "Action" button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1jn8dhe.png)
Once you click on it, it will take you to the Inventory Management page, where you can change the status of the item.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_r8m6cr.png)
Select the item whose status you want to change. Select the status from the drop-down menu.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1jeszvv.png)
You can update the status of all items by selecting all items and changing the status from the Change status option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1g0oeb0.png)
You can download your Inventory Management document in .xls and .pdf format.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_5utvtj.png)
Note:- The inventory management document can only be used when the proposal has been accepted.
Updated on: 01/21/2024
Thank you!