Before you begin using the Accessories module to track your accessories, you need to define the set of accessories that your organization uses. This article will take you through the process of defining these accessories and getting them configured in your Oomnitza system.
The Accessory object
In order to establish your Accessory Catalog, it's important to understand what an Accessory is.
First off, you can access your list of Accessories by navigating to the Accessory menu from the main navigation bar. Here, you'll see your catalog of accessories.
This catalog represents the Accessories that your organization uses, but doesn't represent the stock of each, so you should only see one entry for each item. Stock is managed within your Stockrooms, which we'll go over later in this series on accessories.
Like other modules, Accessories allows you to switch between a block and list view, and sort, search, and filter your Accessories to help you manage your master catalog.
By default, an Accessory in Oomnitza has the following modifiable attributes:
Accessory Name: The name of the accessory.
Accessory Category: What category the accessory falls into, such as "Mice," "Keyboards," "Monitors," etc.
Manufacturer: The manufacturer of the Accessory.
SKU: The barcode or SKU of the Accessory.
Accessory Price: The price of the accessory.
Accessories also have a few special attributes.
Stockrooms let you view which stockrooms have this accessory in stock.
Alternatives let you define recommendations for other accessories that users can check out if the selected accessory is out of stock.
Creating your catalog
Before you start building your catalog of accessories, it's vital to define what information you want to store on each accessory. Accessories allow for the same degree of customization as other modules in Oomnitza.
The most important of these are your Accessory categories.
Defining Accessory categories
Accessory category is a system dropdown field that lets you divide your accessories into different categories. This field is used throughout the Accessory and Stockroom modules to partition accessories into different groups.
Accessory category is a field, and the categories can be edited through the dropdown portion of the customization page. We highly recommend setting these up before going live with Accessories.
To define Accessory categories complete the following steps:
- Go to Accessories > Customization.
- Click on the Accessory category field from the list in the customization page.
- In the Dropdown tab in the Field information window, add your desired category fields to the list.
- Click Save.
Identify data sources
Now that you have your Accessories set up, it's time to start populating and configuring your account. This works much like other Oomnitza modules, and grants the ability to either manually add individual Accessories, or import a list of accessories from a spreadsheet.
To manually add Accessories, click the Add button in the upper right of the Accessories tab. This will prompt you to document the details of that accessory and save it, much like you'd manually add an asset or user.
Like other modules, you can also import a spreadsheet of accessories in order to quickly populate your catalog. Click the Import button in the upper right of the Accessories tab and follow the prompts to import a spreadsheet. The spreadsheet should contain the following mandatory columns: Accessory Name, Accessory Category, and SKU.