Tutorial: Creating Folders & Batches / Assigning Team Members
Navigating to the Dashboard
The first step is to navigate to the dashboard by visiting dashboard.berify.io and logging in with your credentials. Once logged in, click on the "Inventory" tab to access your inventory management tools. Here, you can view all your inventory items, batches, and folders.
Creating and Customizing Batches
Creating a new batch is easy on Berify. Click on "New Batch" to start the process. Give your batch a title and click "Create." You can then customize your batch experience as needed. Remember, you can move tags into this experience later on. Organizing your batches into folders can help keep your inventory structured and easily accessible.
Organizing Your Batches into Folders
To create a new folder, click on "New Folder" and give it a title. Click "Create" to finalize the folder creation. You can then select batches that you want to move by clicking on the box or purple icon in the upper corner of the batch. Use the "Actions" dropdown menu to move these batches into the folder of your choice. Confirm the move to complete the process.
Assigning Folders and Batches to Team Members
Assigning specific folders or batches to team members is easy and ensures clear accountability. Click on the three-dot menu at the top right corner of the folder or batch you want to assign. Choose "Assign to Member" and select the team members you want to assign to this folder or batch. This feature helps delegate tasks and improve team collaboration.
With these steps, you can efficiently create folders, organize your inventory, and assign tasks to team members on the Berify platform. Implementing these simple yet effective processes will streamline your workflow and improve collaboration.