Asset Management Solution Knowledge Base
EZO Knowledge Base
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3 – CUSTOMIZATION
- 3.1 – Using Custom Fields
- 3.2 – Displaying your Company Logo
- 3.3 – Accessing Accounts with your Company URL
- 3.4 – Using Your Own Item Identification Numbers
- 3.5 – Hiding EZO Fields
- 3.6 – Setting Custom Roles in EZO
- 3.7 – Setting Project view for multiple projects in EZO
- 3.8 – Enable Account Settings for Your Region/Country
- 3.9 – Custom substates for workflows
4 – ITEMS AND CATEGORIZATION
- 4.1 – Assets, Asset Stock, and Inventory
- 4.2 – Creating New Assets via Scanning in EZO (PC/Mac)
- 4.3 – Groups in EZO (Part I)
- 4.4 – Groups in EZO (Part II)
- 4.5 – Depreciation Tracking in EZO
- 4.6 – Getting Started with Packages
- 4.7 – Getting Started with Bundles
- 4.8 – Getting Started with Carts
- 4.9 – Adding Placeholders to Carts Using Fuzzy Lists
- 4.10 – Tracking Cost of Carts
- 4.11 – Showing Availability of Overdue Items
- 4.12 – Valuation and costing methods for items
- 4.13 – Purchase Order Request Approval with Feedback System
- 4.14 – Transfer Custody of Carts
- 4.15 – Custody Verification
- 4.16 – Retiring Checked Out Assets
6 – LOGIN AND AUTHENTICATION
- 6.1 – EZO Login Options
- 6.2 – Integrating with SAML
- 6.3 – Integrating with Microsoft ADFS using SAML 2.0
- 6.4 – Integrating with Active Directory/LDAP
- 6.5 – Configuring LDAP on Azure AD DS
- 6.6 – Integrating with G Suite User Directory
- 6.7 – User Provisioning via SCIM with Azure AD
- 6.8 – User Provisioning via SCIM with Okta
- 6.9 –How to Configure Azure AD Single Sign On (SSO) Integration with EZO
8 – DESIGN AND PRINT LABELS
- 8.1 – The Print Labels Knowledge Base
- 8.2 – The Label Designer and Third Party Labels
- 8.3 – QR Codes versus Barcodes
- 8.4 – Printing Labels for Items Not Yet in Account
- 8.5 – Scanning in Existing Barcodes
- 8.6 – Printing Labels with Images
- 8.7 – Mass Printing Basics
- 8.8 – Commercial Printing Basics
- 8.9 – EZO’s Hardware Recommendations for Printing
- 8.10 – Customize Invoice Templates with EZO
9 – SCANNING AND THE MOBILE APP
- 9.1 – Setting Up Barcode Scanners (PC/Mac)
- 9.2 – Creating New Assets via Scanning in EZO (PC/Mac)
- 9.3 – Setting Up Barcode Scanners (Mobile App)
- 9.4 – Setting Up QR Code Scanners (PC/Mac)
- 9.5 – Setting Up RFID Scanners (Mobile App)
- 9.6 – Mobile App in Action (Video)
- 9.7 – EZO’s Hardware Recommendations for Scanning
- 9.8 – Mass Check-In/Partial Return of Asset Stockthrough EZO app
10 – ALERTS AND RESERVATIONS
- 10.1 – Types of Alerts in EZO
- 10.2 – Customizing Email Alerts in EZO
- 10.3 – Getting Started with the Availability Calendar
- 10.4 – Getting Started with Reservations
- 10.5 – Manage Reservations for Staff
- 10.6 – Getting Started with the Dashboard Calendar
- 10.7 – Getting Started with Advanced Dashboard
- 10.8 – Recurring Reservations in EZO
- 10.9 – Configure Zendesk ServiceDesk Alerts
11 – ASSET LIFECYCLE MANAGEMENT
- 11.1 – Purchase Order Management
- 11.2 – Request Stock as a Staff User
- 11.3 – Service Tickets versus Maintenance Events
- 11.4 – CMMS: Recurring Maintenance Management
- 11.5 – CMMS: Service Triage
- 11.6 – Zendesk Integration
- 11.7 – Jira Integration
- 11.8 – Work Order Management
- 11.9 – Work Order Costs
- 11.10 – Recurring Reservations in EZO
13 – INTEGRATIONS AND REFERRALS
15 – SECURITY AND COMPLIANCE
This list is developing over time. If you’re unable to find what you’re looking for, drop us an email at support@ezo.io.
