Adding, Editing, and Deleting Inventory Items

This guide will walk you through the basic features of managing your inventory items using the IRM (Infrastructure Resource Management) system. Specifically, you will learn how to:

• • Add new inventory items.
  • Edit existing inventory items.
  • Delete inventory items.

1. Accessing the IRM and Inventory Section

• • Click on the “IRM” option from the left sidebar navigation.
  • On the IRM page, navigate to the “Inventory” or “Equipment” section.

2. Understanding Inventory vs. Equipment

• • Inventory: Use for items held for short-term or intended for sale to customers (e.g. CPE, range extenders, home routers).
  • Equipment: Use for items that are necessary for the deployment or maintenance of the network infrastructures and may require tracking with serial numbers.
    • Some equipment may also be considered inventory.

3. Adding New Inventory Items

• • In the “Inventory” or “Equipment” section, click on the plus sign (+).
  • You have two options to add items:
    • Manually: Fill in the required fields on the “Add Inventory” page.
    • Mass Import: Use the “Upload CSV” option (download the template first).

4. The “Add Inventory” Page
Key sections and fields:

• • Location: Where the equipment will be stored or accessed.
  • Inventory Profile: The specific equipment or device profile.
  • Receive Date: The date the item was received.
  • Purchase Price: The cost of the item (useful for tracking cost and revenue).
  • Note: Add any relevant notes or information.
  • Add Stock:
    • Serial Number: The unique identifier for the item.
    • Equipment Profile: The purpose of the device.
    • Asset Tag: (Optional) An additional identifier.
  • Same Equipment Profile: Toggle this on if adding multiple items with the same profile.

5. Additional Notes on Adding Inventory

• • All fields on the “Add Inventory” page are also available in the CSV template for mass imports.
  • The CSV template may include additional fields like “Make” and “Model.”
  • Once you’ve filled in all necessary information, click “Save.”
  • If the inventory profile already exists, the quantity will be updated.
  • If the profile doesn’t exist, a new one will be created.

6. Editing Inventory Items

• Click on the inventory item you want to edit.
• Update the necessary information (e.g., serial number).
• Save your changes.

💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket