HOW TO: Inventory Management!

FinalForms Admins & Coaches, we have a groundbreaking feature for you: INVENTORY

Inventory Manage your uniforms, equipment & more! Send reminders, view expense reports and bill for missing equipment using FinalForms!

The Setup

You can either A) MASS IMPORT
or B) ADD ONE BY ONE. 



A) Mass Import

  • If you're an ADMIN - Click Manage > Sports > Click Inventory on the Sport you will manage
  • If you're a COACH - Click Manage > Inventory
  • Click Import
  • Click Download as CSV
  • Use Excel or your favorite spreadsheet application to manage the spreadsheet. Input the Name and Condition for each inventory item (you may also include Category, Jersey Number, Internal Number, Size, Vendor Name, Cost, Issued To, Issued On). Save this file on your computer.
  • Click Choose File and select your completed spreadsheet.
  • Your inventory will load into FinalForms!

NOTE 1: If you complete the "Issued To" column, you must use students' email addresses, not their names. It is best to get these from doing an Export > Basic CSV on your sport's Roster page.

NOTE 2: If you completed the "Issued To" column in the spreadsheet, your inventory has already been assigned to athletes and this step is not necessary. When the time comes to collect the equipment, simply click Return on the piece.

B) Add One by One

  • If you're an ADMIN - Click Manage > Sports > Click Inventory on the Sport you will manage
  • If you're a COACH - Click Manage > Inventory
  • Click New Equipment
  • Complete the information including: Equipment/Jersey, Name, Number(s), Condition, Size, Vendor & Cost
  • Click Create Equipment
  • Your inventory is now in FinalForms!

Assigning Inventory to Athletes

  • If you're an ADMIN - Click Manage > Sports > Click Inventory on the Sport you will manage
  • If you're a COACH - Click Manage > Inventory
  • Click the Issue button (or green arrow) on any inventory item.
  • Complete the Student, Issued On, Issued Condition in the popup window.
  • Click Assign Equipment
  • Your inventory item is now assigned!

Notes

  • At any given time you can see the cost of the equipment out (issued to students) and in (sitting in your inventory).
  • You can also send automatic reminders to students and their parents prompting them to return checked out equipment by clicking the Bell Icon > Return Equipment.
  • Inventory can be retired.
  • Each piece and each student will have a full history of assignments and returns with the condition of equipment tracked at each interaction.

Management

On to seasonal management! Your primary task will be to assign and collect pieces from athletes on your roster. Whether you chose A or B, FinalForms will remember your inventory year to year. You'll only need to create or import new pieces if your program purchases more in the future.

Other Features

As always, any feedback is welcome. Your brilliant ideas make FinalForms great.

 

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