Table of Contents

Inventory Administrator Resources

Kristen Fiddes Updated by Kristen Fiddes

The resources linked below are intended to provide an overview of main topics and actions that inventory administrators would need to be familiar with when using Sonar software.

Required Resources

Knowledge Base Article

Description

Relevant Cast(s)

Setup of Inventory: Manufacturers, Categories, and Assignees

This article will take you through the process of setting up the Inventory Manufacturers, Model Categories, and Device Assignees in your instance. These settings come into play when adding new devices to inventory.

Inventory System Setup (5:09)

Inventory List View: Overview

This article provides an overview of the basic features and page layout for the Inventory List and Inventory Item Management Views.

Inventory List Overview (11:25)

Inventory Model Management: General Overview

This article will delve into navigating around the inventory model management page, how to create a new inventory model and how to manage and modify an existing inventory model.

Inventory Model Management (8:32)

Tracking and Using Consumable Inventory

This article will provide a brief overview of the Generic Items tag in Sonar's inventory feature, and how it can be used to track consumable items for your business.

Tracking and Using Consumable Inventory (6:10)

Ticketing: Overview

This article provides a general overview of the ticketing system within Sonar, as well as ways to interact with tickets and ticket features.

Ticketing Interface (14:38)

Purchase Orders: Overview and Usage

This article provides an overview of what Purchase Orders are and how they can be used within Sonar.

Knowledge Base Article

Description

Relevant Cast(s)

How to Best Use Global Search

Global search is a helpful tool that will quickly and efficiently find what you are looking for within Sonar. From searching partial terms to specific entity IDs, global search will return all results relevant to what you are searching and also assist you with navigating to those results within the system.

How to Best Use Global Search (4:50)

Sonar's Rich Text Editor

An overview of Sonar's rich text editor is provided in this article, with explanations and examples of each tool available in the editor.

Filtering: Simple vs Advanced

This article provides details on how to use simple and advanced filters within Sonar.

Simple vs Advanced Filtering (6:53)

My Info: Your Personal User Settings

This article provides details on the My Info page within Sonar, where an individual user can access and modify their user-specific settings and information.

My Info: Your Personal User Settings (4:19)

Notification Preferences

This article provides details on notifications in Sonar, including the different types of notifications available and how you can start using them.

Notification Preferences (5:49)

Best Practices for Fast Tracking a Support Request

This article provides instructions for contacting support.

Feedback Portal / Suggest a Feature

This article provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests.

Feedback Portal & Suggest a Feature (6:10)

Sonar's Business Intelligence: Overview

This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available.

Navigating the Reports Dashboard (7:25)

SMS Notifications

This article provides an overview of the SMS notification feature, including the initial setup and permissions needed.

Controlling Your Landing Page: Personal Preferences

This article provides information for the "Default page on login" feature, contained in your Sonar Instance's User Profile.

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