Managing Items ​

Adding items ​

There are two ways to add items to CloudCheckout.

1. Individually
2. Uploading a spreadsheet with multiple items

Adding a single item ​

If you have the Add Item permission, you'll be able to add items to the system to make available for checkout. In the navbar, click Items, then Create Item.

Here, you can add an item with a name, description, whether it is a kit that contains other sub-items (such as power adapters, cables, SD cards, etc.), whether it's a regular item or a quantity type item, the user roles that are allowed to have checkout access to the item, and a picture.

Uploading a spreadsheet ​

To save time, you can also use a CSV spreadsheet to upload multiple items at once. You can download a template file by going to Items > Upload Spreadsheet, then clicking Items upload template, which will download a starter CSV for you to fill out.

Viewing items ​

In the navbar, click Items, then View items.

You'll see a list of items that are available to you. You'll see a limited number of results initially, but there are various controls to allow you to scroll pages, as well as show more per page.

You can also filter through items via name search, as well as by category and role (if applicable).

Editing items ​

If you have the Edit Items permission, you'll be able to edit all item properties. For example, updating the item description, or changing which roles have access to the item.

You can bring up the item's edit screen by clicking the pencil icon next to the item name in the item list view, or the Edit button in the individual item display view.

Deleting items ​

If you have the Delete Items permission, you'll be able to delete an item.

You can delete an item be either clicking on the red trash button next to the item name in the item list view, or the Delete button in the individual item display view.