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Adding a Note on an Inventory Item
Adding a Note on an Inventory Item

How do I add a note to an item? How do I remove a note from an inventory item?

Updated over a week ago

Inventory Ally makes it easy to attach notes to your inventory items, ensuring that you can keep crucial information handy and organized. Whether you need to indicate a back-ordered item, provide specific counting or ordering instructions, or add any other relevant details, this step-by-step guide will walk you through the process.

Step 1: Access the Hospital Tab

  • Sign in to your Inventory Ally account to begin. You may be an Administrator, Hospital Administrator or User to access notes.

  • Once signed in, navigate to the Hospital tab in the top menu. Click on your Hospital Card to access your hospital's inventory.

Step 2: Select the Inventory Item

  • In your hospital's inventory list, locate the specific item to which you want to add a note.

  • To the right of the item's name, you'll see an ellipse (three dots) symbol.

  • Click on the ellipse symbol, which will open a dropdown menu with various options.

Step 3: Click on Add Note

In the dropdown menu, you'll find the "Add Note" option. Click on it to initiate the note-creation process.

Step 4: Enter Your Comments and Save

  • A pop-up window will appear, allowing you to enter your comments or notes related to the selected inventory item.

  • This is where you can provide detailed information, instructions, or any relevant data you need to associate with the item.

Type your comments in the provided text box. After entering your comments, click the "Save" button to save the note.

Step 5: View Your Note

  • After saving your note, it will be associated with the selected inventory item.

  • To view your note at any time, return to the item by clicking on the ellipse symbol beside it.

  • Your note will appear in a designated section, typically below the item's details, allowing you to access it easily whenever you need to.

Please note that the appearance and layout of the Inventory Ally interface may change over time, but the general process for adding and viewing notes on inventory items remains consistent.

That's it! You've successfully created a note on an inventory item in Inventory Ally.

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