Navigating and Using the Vault Page in Hashio

Created by Customer Success, Modified on Tue, 23 Sep at 12:39 PM by Customer Success

Navigating and Using the Vault Page in Hashio

 

1. Accessing the Vault Page 0:00

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  • Open the menu on the left side of the screen.

  • Click on 'Vault' to navigate to the Vault page.

 

2. Understanding Vault Items 0:15

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  • The Vault page displays a list of items in your facility.

  • Each item is linked to a tag or label in Metric or similar tracking software.

  • Information displayed for each item includes: 

    • Name or tag number

    • Associated product

    • Quantity

    • Packaging date

    • Location

    • License

    • Batch yield information

    • Production batch link

    • Action section for Metric actions.

 

3. Performing Bulk Actions 0:40

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  • Use the bulk actions feature to select multiple items.

  • Options available: 

    • Convert items

    • Set items as unavailable

    • Move items to a different location.

 

4. Filtering Vault Items 0:55

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  • Filter items using the following methods: 

    • By tag (multiple tags can be entered, separated by commas)

    • By product name

    • By categories and subcategories

    • By batch IDs.

 

5. Viewing Inventory Status 1:10

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  • Filter inventory by: 

    • All inventory

    • Active inventory

    • Inactive inventory

    • Unavailable inventory

  • Inactive items are displayed with grayed-out names.

 

6. Syncing and Exporting Data 1:36

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  • Available actions at the top right include: 

    • Sync your vault

    • Sync a single vault item

    • Export your vault to an Excel document

    • Export vault back (report showing the value of vault items)

    • Reconcile vault items.

 

7. Conclusion 1:54

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  • The Vault page is a comprehensive tool for managing and tracking your inventory effectively.

Link to Loom

https://loom.com/share/afa89500316a467d95fac483e3611459

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