¶ Add and edit valuations
All valuations for all items can be edited or deleted from their item page.
¶ Add a valuation
- Ensure the time period (in the top right corner) contains the relevant valuation period.
- Use the FIND function in the header to quickly find and select the item whose valuation you want to update.
- Open the action menu and Click on Update valuation
- Enter your new valuation (and attach a document if applicable)
- Save new valuation
¶ Edit or delete a valuation
- Ensure the time period (in the top right corner) contains the relevant valuation period.
- Use the FIND function in the header to quickly find and select the item whose valuation you want to edit or delete.
- Click on Valuation tab
- Click on the Valuation you want to change from the list of valuations
- When the valuation sheet opens, Click on the pencil icon to edit or on the trash icon to delete
- Enter the new information if editing (and attach a document if applicable)
- Save the updated valuation