How to Edit Inventory Items

SciNote inventories capture information specific to your items, and sometimes, that data needs to be updated (manually or via item file import).

In this article we will cover how to edit and update inventory items. If you are looking to edit inventory columns, you'll want to check out this article here.

To edit an Inventory, you need to hold the permissions of Team Owner or User. If you are trying to edit an inventory that is owned by a different team and shared with your team, you'll want to make sure that the sharing team granted editing permissions. 

1. How to edit an inventory item from the Inventory page

1a. How to edit a single inventory item:

1. Head inside the Inventory that contains the item you wish to update
2. Once inside, click the pencil next to the item that needs edited
3. Update your information as needed.
4. Click Save 

1b. How to manually edit multiple inventory items at once in the inventory table:

1. Head inside the Inventory that contains the items you wish to update
2. Once inside, you have a few options to select your items: 
   - click the pencil icon next to each item
   - OR
   - tick the check box next to several items, click edit
   - OR
   - tick the check box at the top to select all items on the page, click edit
3. Update your information as needed.
4. Click Save 
   

1c. How to edit multiple inventory items at once via bulk import changes of item data:

1. Click on the Import items button.
2. A pop-up will provide more info and instruct you to choose a file.
   
   1. Use the Export all items button to exports a file (choose .XLSX or .CSV) with the current inventory items’ data.  

3. Make necessary changes to existing item data in the exported item import file so that it's ready for upload.

• You can click Import to select a file from your device, or simply drag and drop an import file into the blue box area

4. Next you will map data to match the columns of your uploaded file to the columns in the SciNote inventory.

• • SciNote will automatically map the columns by matching column names from your imported file with the ones in your SciNote inventory. Review the mapped columns and click Confirm to continue with the import.

    • If you want, you can unselect the Auto-mapping function in the upper left and map the columns yourself manually instead

    • Matched columns that will are set to fully import are marked with a check mark symbol (✔️) and those that will not import are shown with an X (✖️) symbol in the Status column  

5. Review and verify the Import preview.

• From this popup, you can do a final review of the imported data. This preview displays pending changes resulting from the imported file. At this stage, you can still cancel the import by clicking Back. 

  • The preview indicates in green which items are newly added (New ) or which will be Updated after clicking Import.  
  • Any detected errors are marked in red (e.g., items with the same or a nonexistent Item ID in the file, items with no Name, etc.). These items/rows will be automatically omitted, however you can still import the other data. 
    • Duplicated rows indicate your import file has two rows with the same Item ID
    • Invalid rows indicate that the listed Item ID doesn't exist in the SciNote Inventory
    • 

• • If you have some Unchanged and or Archived items in the file, they will be marked in black (the default color).  

6. Once you've reviewed the Import review, click Import to finalize the import changes to your inventory items and complete the item data edit via import.

2. How to edit an inventory item outside of the Inventory page (directly from Tasks or other SciNote pages)

2a. An inventory item can be edited anywhere you can access the item's card:

1. Assign the inventory item to a designated task or use a hashtag to call the inventory item within any rich text field.
2. Navigate to the specified location, where you will now find the inventory item represented as a clickable link.
   1. 
3. Click on the name of the inventory item link.
4. An inventory item card will open on the right-hand side of the screen.
5. Position your cursor over the desired properties, prompting a transformation into a pencil icon. This enables you to effortlessly edit the respective field.
   1. 
6. The edits are automatically saved when you click out of the field.

To learn more about how to bulk edit your inventory items in SciNote, check out our video below. 

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