Manage Items

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Table of Contents

Add an Item Edit an Item Option 1: Double-click the table cell. Option 2: Click the Edit button (pencil icon). Delete an Item TIPS & TRICKS Option 1: Delete one item at a time. Option 2: Delete multiple items at one time. Option 3: Delete all items on page. Select Item Table Columns

Add, edit, and delete items from the Items tab in the portal.

Add an Item

1. Login to www.datecodegenie.com using the recommended browser, see Supported Internet Browser for Portal Access

2. Click on the Items tab on the sidebar.

3. Click the + Add Item button to open a new add item page.

NOTE

If the + Add Item button is not displayed, the Add or Edit Menu Items Permission is not turned on. Contact your Portal Administrator about turning on this permission.

4. Add the data to required fields like Item Name, Category, and Add to Locations / Sub Organizations (choose one, multiple, or all locations).

5. Click Create to add your item.

6. OPTIONAL: Add desired data in the other option tabs.

7. Click Save Changes.

Edit an Item

There are two ways to edit an item.

Option 1: Double-click the table cell.

1. Double-click inside the desired table cell to edit.

2. Click Save.

Option 2: Click the Edit button (pencil icon).

Click the Edit button (pencil icon) to the right of the item to open the item page and edit.

Delete an Item

There are multiple ways to delete items.

TIPS & TRICKS

Sort the page by maximum number first to view more items at once.

Filter items by the category column to group them, making it easier to check and remove items by category.

Option 1: Delete one item at a time.

1. Click the Delete button (x icon) to the right of the item to remove the item.

2. A pop-up window appears at the top of the screen, click Delete to confirm the deletion of the item.

Option 2: Delete multiple items at one time.

1. Check the box next to each item.

2. Click Delete.

3. A pop-up window appears at the top of the screen, click Delete to confirm the deletion of all the checked items at one time.

Option 3: Delete all items on page.

1. Click the box in the header below the page numbers to automatically check all the items on the page.

2. Click Delete.

3. A pop-up window appears at the top of the screen, click Delete to confirm the deletion of all the items selected on the page.

Select Item Table Columns

1. Click Select Columns.

2. Select the checkbox next to each desired option to display it as a table column.

3. Click Apply.

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