Attach files to your Inventory items

Many people attach MSDS sheets, product spec sheets, quotes, JPEGs, or sequence files to their inventory items.

Add files to existing inventory items: 

1. From the Inventory module, click on the row of the item you want to attach a file to. 

Click_row_of_inventory_item.png

2. Click on Upload File to attach the file. 

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Attach files when adding a new inventory item: 

1. From the Inventory module, click the Add Item button and add the details for a new item.

2. Click on Upload File to attach the file and add the item to your Inventory. 

Screen_Shot_2017-04-26_at_11_16_59_AM.png

Note: You can attach any file type as long as the file is smaller than 10MB.

 

Next Up: Learn how to quickly edit multiple inventory items

 

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Comments

  • Avatar
    Harold Bien

    Is there an easier solution to change the name of the attachment other than downloading, re-naming on the computer, deleting, and then re-uploading?

  • Avatar
    Monica Velarde

    Hi Harold,

    Thanks for your question! Since you cannot change the name of an attached file from within Quartzy, you must follow the process you outlined to delete the current attachment and upload a new one with the desired name.

    Since we don't allow that right now, I'm happy to make this a feature request for our product team to consider with future updates the site. We'll be sure to contact you if this change is made. :)

  • Avatar
    Maarten Dewilde

    Hi,

    is there a way to batch upload attachments? I would like to add 'historic' quotations to my inventory.

    Many thanks,

    Maarten

  • Avatar
    Monica Velarde

    Hi Maarten,

    Not right now, but this may be something we add! Please continue to upload and attach files individually and we'll be sure to make the adjustments to this instructions page if that functionality is added. :)

  • Avatar
    Rafael Alcala-Torano

    Hello. Is there a way to filter items with no attached files in the inventory list? It would be nice to know which items don't have an SDS attached.

  • Avatar
    Monica Velarde

    Hi Rafael,

    This is a great question! You can tell if an inventory item has a file attached by looking for the paper clip icon on the left side below the checkbox. Right now, there's no way to sort by that parameter, but I'll definitely pass that idea along to our product team to consider with future updates.

    Thanks for the feedback! :)

  • Avatar
    Richard Chiolero

    Greetings!
    Is there a way to download a chemical inventory with the attached SDS files? I don't know if Excel allows you to attach files (Access allows it, but it's a bear to learn).
    What I'm trying to do is provide all copies of our digital SDS to classroom computers as a "Right to Know" station. So long as you have one full set of printed SDS forms somewhere on campus, it's legal to have digital SDS forms in classrooms... but the trick is that they have to be freely accessible and cannot be on a computer behind a password for access.
    Suggestions? Thanks! :D You guys rock!

  • Avatar
    Chavis Stackhouse

    Hello. Is there a way to have attachments uploaded to an order request transfer to the inventory entry when the order has been received?

  • Avatar
    Monica Velarde

    Hi Chavis,

    Thanks for posting your question here! Right now, files attached to order requests don't transfer over to the Inventory module when being marked as received, but it's being considered by the product team for development.

    The idea is that the Inventory module holds data and files related to the item itself and the Order Requests module holds data about the order, including packing slips or quotes. Those order-related file are less relevant once that item becomes a part of the inventory and because the inventory item is going to be updated as it is reorder in the future.

    I added you to the follow-up list for this feature request so we can contact you if this does get developed on Quartzy. In the meantime, feel free to reply here or email support@quartzy.com with any other questions! :)

  • Avatar
    Matt Bishop

    Is the limit set to 5 attached files?

  • Avatar
    Monica Velarde

    Hi Matt,

    I believe you emailed us this question as well, but I wanted to reply here as well in case other people are wondering the same thing. Right now, the limit on the number of attached files is 5.

    It's definitely understandable if users want to attach things like calibration or service reports that they may end up with more than 5 files they'd like to have associated with an item. This idea is on the feature request list so if this change is implemented, we'll be sure to update this page. Thanks for the feedback!