Create a new site
Click on the '+New Site' button in your Accounts & Sites menu. Name the site and select the site plan.
Create Tags
Here's some suggestions:
💡 [Paint]
💡 [Paint Tools]
💡 [PPE]
💡 [Washdown Equipment]
💡 [Guest Equipment]
💡 [Varnish]
Create Custom Fields
💡 [Storage Location]
💡 [Actual Qty] The number custom field with the 'Sub-fields' enabled will allow you to add/substract multiple deliveries under one custom field. Any change to the custom field will be recorded in the points activity history.
💡 [Min. Qty] Minimal quantity you'd like to maintain onboard.
💡 [To order] This is a formula field where you can use the previous custom fields to calculate the total number of items you need to order.
Add users
You can now manage users from your Site Settings.
Your list is ready to be populated ✏️
Create your list by creating a point for each type of product. You can add description in rich text or bullet points.
More questions or would like help setting this up for you?
Send us a message through the chat icon in the web app or email us.