<aside> 💡 Once users have added or entered a room, users will begin adding items to the inventory. This article covers the process of adding a Carrier Packed (CP) item to the job and adding the Carton Contents.

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Add CP Item 📖

1. Select Item

   <aside> 💡 The Room Name will appear at the top of the screen. In the top right corner, hit the Plus Sign button to bring up the Item List

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   Use the buttons at the bottom of the page to toggle between the different items lists.

   • Typical: Items that most commonly appear in the selected room
   • All: Shows the entire Items List
   • CP: Shows all Carrier Packed items
   • PBO: Shows all Packed By Owner items
   • Favorites: User’s list of favorited items </aside>

   

2. Item Detail

   <aside> 💡 Item Info

   • Information in this section is Read-Only
   • This information is populated from the Inventory Screen and based on the current tag in the sequence </aside>

   

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   <aside> 💡 Additional Item Detail

   • Packer

     • Select a Packer’s initials from the list set up in the Driver Screen

   • Quantity

     • Change value to capture higher quantities under the same tag.
     • CP items usually keep default value of 1

   • Quick Scan

     • Can be used for CP items, but does not record carton contents in the process.

   • Carton Contents Toggle

     • ON: Allows user to add Carton Contents to item
       • Defaults to ON for CP Items
     • OFF: Does not bring up Carton Contents screen

   • Descriptive Symbols

     • These are the traditional abbreviations used on paperwork.
     • Check all that apply, and hit Save (top right)

   • Exceptions Toggle

     • Default can be changed in preferences
     • ON: Prompts for damages after adding item
     • OFF: App will not prompt for damages

   • Manage Photos

     • View/Edit Photos: View and Delete photos attached to the item
     • Take New Picture: Use camera to take a new image through the app
     • Add Existing Photo: Select existing photo from Photos app to add to item

   • High Value

     • Can declare value and collect initials from packer and shipper

   • Model/Serial #

     • If needed, users can capture an additional data string here

   • Comment

     • Any other brief comments about the piece can be recorded here.

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3. Hit Continue in the top right corner when finished.

4. Carton Contents

   <aside> 💡 Tap the box next to each item that is included in the contents. In the bottom left corner of the list, hit Add Selected Items when finished.

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   <aside> 💡 The selected items will now be visible on the Carton Contents page. In the bottom right corner, hit Continue when finished.

   Add any damages to the box or the pieces within if Conditions are toggled ON. Hit Next Item when finished.

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<aside> ✅ When finished adding inventory items to a room, hit Cancel in the top right corner of the Items List.

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