Guide to Using the Vault Page in Hashio

Guide to Using the Vault Page in Hashio

1. Navigate to the Vault Page 0:07

• Click on the 'Vault' option on the left side of the screen.

• This will take you to the Vault page.

2. Access the Hamburger Menu 0:11

• Locate the hamburger menu in the top right corner of the Vault page.

3. Perform a Sync Action 0:18

• Click on the 'Sync' option to open the sync settings.

• Select a start time and end time for the sync.

• Choose the licenses you want to sync (use ctrl-click or shift-click for multi-select).

• Press 'Sync' to initiate the sync process.

4. Sync Individual Metric Items 0:46

• Return to the product page and access the 'Sync Single' option.

• This allows you to sync up to 10 individual metric items if needed.

5. Export Vault Data 1:13

• Use the 'Export' option to download an Excel file of your vault data.

6. Generate a Vault Value Report 1:13

• Select the option to export a vault value report for a detailed overview.

7. Reconcile Inventory 1:28

• Use the reconciliation feature to ensure your inventory matches with metric.

• Input your license and confirm the reconciliation.

8. Adjust Inventory Levels 1:46

• Click on the 'Adjust' button next to a vault item.

• Specify how much inventory to add or remove.

• Include a note for reference and press 'Save'.

9. Review Exported Excel Sheets 2:27

• Check the exported vault Excel sheet for detailed information: 

  • Tag number

  • Source tags

  • Product name

  • Quantity

  • Packaging date

  • Location

  • Cost details

  • Batch number

  • Category

10. Analyze Vault Value Report 3:07

• Review the Vault Value Report Excel sheet: 

  • Grouped by product

  • Total quantity

  • Sale price

  • Total value of items in the vault.

Link to Loom

https://loom.com/share/17ac9b83221644879d976d9769a1b209