Condition Photos
This article will show you how to upload photos of your serialized items at the time of sending them out and/or at the time of receiving them.
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Before you can add photos, you will need to edit the inventory item and select the Allow Condition Photos option from the Basic Information screen. Click Save and now condition photos will work for that item.
When the item(s) has been added to the transaction and it is time to send it out, you can bring up the transaction in question from the Workbench and click Order to send it out. Upon sending out, you will be asked to select the unit you are sending out.
Once the unit has been selected, you will come to the Confirm Send Out screen. From the Confirm Send Out screen you can enter the meter readings of the unit, if this is a metered item, along with uploading a photo. You can add more than one photo including different angles of the item. Once one photo is added, just click the "+" under the one photo to add another.
Once all photos are added, don't forget to click Confirm Send Out.
If you see something is broken on the item when it is being returned, condition photos allow you to document this when receiving items in Essentials.
To do this, pull up the transaction from the Workbench. Click Received from the top of the transaction. Check off the items that are being received and enter any meter readings upon return.
Once you select a condition from the Condition drop-down menu, you will have the option to add received images.
Once the photo is uploaded, don't forget to enter any descriptions of damage done or any fees that will be passed onto the customer. If maintenance needs to be completed, be sure to check the Put into Maintenance option.
Once the item has been received, you can select View Condition Sheet from within the transaction next to the item to view all photos upon send out and return along with any description of damages done.
Can delivery drivers upload condition photos in Essentials?
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Yes, delivery drivers can upload condition photos directly into Essentials. To upload photos, delivery staff should log into Essentials using a browser (e.g., Chrome) on their phone and upload photos from there. Please note that the Essentials native mobile app is deprecated and not recommended for photo uploads. Essentials allows multiple condition photos to be uploaded at once from a mobile device, streamlining the process so images do not have to be uploaded individually. If any issues occur with photo uploads (such as upload errors), it is recommended to refresh the browser and clear the cache/cookies.
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