Perspective provides two ways to create a new Item record: with the help of the standard Add function, and by importing an Item record from the Gateway. To create an Item record using the standard Add function, follow the steps described below.
1. Click the Add button on the Viewing pane toolbar.
2. Give the item a descriptive Item Name.
3. If known, type in the item’s Serial Number.
4. Enter the item’s exact or estimated value in the Original Value field.
5. Identify the general classification of the item by making selections from the Item Category and Item Type lookup lists. These fields are hierarchical.
6. Specify the Item Make and Item Model. These fields are hierarchical.
7. If the item’s owner is known, check the Owner Identified box.
8. Then, select the name of the organization or person that owns the item from either the Owner Name Organization or Owner Name Person pick lists. If an Organization or Person record does not already exist, use the Quick Add function to create one.
9. Add comments about the item in the Notes field.
10. To add an image of the item to the record, click the Add icon in the image box.
11. Locate the image file in the browser window and click Open.
on the Viewing pane toolbar.
in the image box.