Tool List

Found in: Data > tool-list

• Navigation
• Create a New Tool
• View & Manage Tools

The Tools list is where you manage all available tools in one place. You can log new tools, record provider information, assign additional details such as price or usage, and keep everything organized. You can also update existing tools, perform bulk edits, and export tool information when needed.

Let’s get started 🚀

Navigation

Step 1: Log in to your account and click Data from the top navigation bar, then select “Tool List” from the dropdown menu.

Step 2: You’ll land on the Tools page showing all existing tools. If no tools exist yet, you’ll need to create one (see “Create a New Tool”). The table displays the following information:

Ref.	Field	Description
1	ID	System-generated unique identifier of the tool (read-only).
2	Name	Short, descriptive title of the tool (e.g., Digital scale).
3	Chinese Name	Optional alternate name in Chinese (e.g., 1233).
4	Provided by	Source of the tool (e.g., Factory, Technician).
5	Action	Quick tools to manage tools directly from the Tools list: • Save 🟢 (green disk) – Save any inline changes. • Clone 🟣 (purple document) – Duplicate an existing tool. • Delete 🔴 (red bin) – Permanently remove a tool (confirmation required). • Open/Edit 🟠 (orange arrow box) – Open the full tool record for detailed view and editing.

Use the search box to quickly find factories by name, supplier, or location.

Create a New Tool

When a new tool is acquired or identified during inventory checks, it needs to be recorded in the system for tracking and management. In such cases, you can create a new tool and capture all its important details, including the name, provider, and optional fields like other name and price.

Step 1: From the Tools page, click on the Create a new tool button located at the top-right of the screen.

Alternatively, you can navigate via Data → Tools → New Tool from the main menu.

Step 2: The Tool Info form opens. The Tool Info form contains several fields and options. Fill in the fields as described below.

Ref.	Field	Description
1	Tool Name (Req.)	Short, clear title describing the tool.
2	Other name, if any	Optional alternate name (e.g., in Chinese or another language).
3	To be provided by (Req.)	Source of the tool (e.g., Factory, Technician).
4	Tool Price	Optional cost or price of the tool.
5	Usage	Describe how/where the tool is used (optional).

Step 3: Once you have fulfilled all the required fields, click on the “Create New Tool” to store the record.

Step 4: After saving, the tool will appear on Data → Tools.

View & Manage Tools

You can view and manage tools directly from the Tools list. From here, you can review tool details, edit or update records, delete incorrect entries, clone similar tools, and export data for reporting. These actions help keep tool inventory organized and accurate.

Step 1: Click on a tool from the Tools table to open it.

Step 2: Once opened, you will see all the details entered during tool creation, including the name, other name, provider, and price.

Step 3: Use the available actions to update and remove the tool as required.

Ref.	Action / Button	Description
1	Save Tool (orange button)	Save any changes you make to the tool information.
2	Delete this Tool (red button)	Permanently delete the tool. A confirmation is required before deletion. Use this only if the tool was entered incorrectly.