Workflow with Trac-inventorymanagement and Kubotadigital
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Allison Duran

Created May 09, 2022

Workflow with Trac-inventorymanagement and Kubotadigital

4
    t

Trac-inventorymanagement

37 Steps
1

Go to Inventory Management

2

Type "youremailaddress@tractru.com"

Type "youremailaddress@tractru.com"
3

Click on Login

Click on Login
4

Click on DEMO Site Inventory

Click on DEMO Site Inventory
5

Click on + Add Equipment

Click on + Add Equipment
6

Click on Enter Equipment Manually

Click on Enter Equipment Manually
7

Type the Equipment Title

Type the Equipment Title
8

Type the Equipment Year

9

Type Equipment Make

Type Equipment Make
10

Type Equipment Model

Type Equipment Model
11

Type the Equipment Stock Number

Type the Equipment Stock Number
12

Type the Equipment Serial Number

Type the Equipment Serial Number
13

Type the Equipment Hours

Type the Equipment Hours
14

Select Equipment Condition Used or New

Select Equipment Condition Used or New
15

Type the Equipment Price

Type the Equipment Price
16

Select the Availability

Select the Availability
17

Specs

Specs
18

Click on Add Spec (Optional)

Click on Add Spec (Optional)
19

Type in the Family

Type in the Family
20

Type in the Name

Type in the Name
21

Type in the Value

Type in the Value
22

Type in the Unit of Measurement

Type in the Unit of Measurement
23

Click on Add Another Spec (optional) Repeat process for adding Spec

Click on Add Another Spec (optional) Repeat process for adding Spec
24

When finished with Specs, Click on Update

When finished with Specs, Click on Update
25

Type in Description

Type in Description
26

Type in any Private Notes you may have

Type in any Private Notes you may have
27

Select "Upload Images" and select the images from file upload menu that you wish to add

Select "Upload Images" and select the images from file upload menu that you wish to add
28

Click on Save

Click on Save
29

You can Search your Inventory by Clicking on Search Equipment

You can Search your Inventory by Clicking on Search Equipment
30

Type in the name of the piece of equipment you're looking for and Click on Search to view that piece of equipment

Type in the name of the piece of equipment you're looking for and Click on Search to view that piece of equipment
31

Go to Your Site

32

Click on Content

Click on Content
33

Click on Synced Used Machines

Click on Synced Used Machines
34

Here you can see the new equipment added to your site (could take up to 1 hour to sync, longer if you do not have internet access)

Here you can see the new equipment added to your site (could take up to 1 hour to sync, longer if you do not have internet access)
35

Go to your Live site

36

On your Used or New Equipment page you can Search for the Equipment you just added and verify that it posted

On your Used or New Equipment page you can Search for the Equipment you just added and verify that it posted
37

Click on USED…

Click on USED…
Well done!
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