2.1: Adding Tools to Your Account (Tool Connect ? Site Manager) Adding tools to your account requires Administrator permissions. See Administrator Role for more information. On the Web Adding a Single Tool To add tools you must be an Administrator or Owner, Managers cannot add tools to an account. There are two ways to add non-connected tools to your account: You can upload a spreadsheet of tools via the Import function, or add tools one at a time. To add tools via a spreadsheet, refer to Importing a List of Tools below. To add one tool at time make sure you have clicked the Inventory option on the left hand side of the screen. Click ?New Tool? in the top right corner of the screen, and a window will appear. Fill in as much detail as you have about the tool as possible, the more information you provide the more ways the tool can be searched and found. If you are adding a DEWALT® tool you can save some time by typing in the model number which will autofill information about the tool. Once all the details have been filled in click on the Save button and the tool will be added to your inventory. Importing a List of Tools If you already have an inventory management program or are tracking tools with a product like Excel, Site Manager is designed to import a large number of tools, Assignments, and People. Site Manager provides a guided step by step approach to getting your information uploaded. First you will need to export a CSV file of your current inventory from your existing inventory management program. Next, log into Site Manager as an administrator (See Administrator Role (Tool Connect ? Site Manager ) Then click on the Import option on the left hand side of the screen. To add your information you will to import it in steps. First you will need to upload your Assignments, we recommend downloading the sample CSV file so that you can copy your information correctly into the formatted file. Once you have completed copying all assignments into this file, return to Site Manager and select ?Select Completed File? to upload your CSV of assignments. Second, you will want to upload a list of People who will have access to your inventory (See Manager Role (Tool Connect? Site Manager ) Again, we recommend downloading the sample People CSV file so that you can copy your information correctly into the formatted file. Once you have completed copying all People into this file, return to Site Manager and select ?Select Completed File? to upload a CSV list of People. Lastly, you will upload your inventory into Site Manager. Download the sample Inventory CSV file so that you can copy your information correctly into the formatted file. Once you have completed copying all Inventory into this file, return to Site Manager and select ?Select Completed File? to upload your CSV of Inventory. When you return to the main Inventory view you will now see all of your inventory has been loaded into Site Manager. You can now add Inventory to Assignments of your choosing, and give managers permission to the Assignments for which they will be responsible. Inventory View With Imported Inventory Location View With Imported Assignments People View With Imported Managers In the Mobile App You can manually add DEWALT® tools that have a QR code (DEWALT® ID) on the product label via a camera scan, or add any other tools manually by typing in their information. Adding a DEWALT® tool with a QR code Manually adding a DEWALT® tool with a QR code (DEWALT® ID) can be done with Administrator permissions in the Tool Connect? Site Manager app. To begin, tap on the ?Add? button with the toolbox icon on the bottom center row of options. Tap on the ?Scan Barcode? option A window will appear with the camera opened. Point the camera at the QR code (DEWALT® ID) of the DEWALT® tool you wish to add to your account. Site Manager will recognize the QR code and display relevant information about the tool. You have the option to rename the tool if you wish, or you can choose to scan another tool, or you can tap ?Complete? to finish adding the tool to your inventory. . Manually adding a tool or asset Manually adding any tool or asset can be done with Administrator permissions in the Tool Connect? Site Manager app. To begin, tap on the ?Add? button with the toolbox icon on the bottom center row of options, then tap ?Add Manually? A new window will appear with fields to enter in information about the tool. Fill in as much relevant information about the tool as possible, this will make organizing and finding the tool easier. Fields can be expanded to enter additional useful information about the tool. Once all relevant information has been added tap ?Save? to add the tool to your inventory. It will appear as a new item in your inventory list.
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