Step 3: Selecting a File

• After creating an account or signing into your existing account, you will be on the Dashboard page. This is where you can select and upload a file, where processed files are downloaded, and where you can review specific processed files and your processed file history.
• Below this you will find the Select a File box. This section is where you can select a file, drag a file, or copy/paste a file to be uploaded before processing.
• Audios can be up to 100 minutes long and up to 90 MB in size. Just above this box is where you choose the type of file you will be uploading (either an Audio Upload or a Spreadsheet Upload).
• After you select your file, that file name will appear just below the Select a File box.

• If you decide that your selected file is not the file you want to have processed, you can click on the trashcan icon to the right of the file name to delete it.
• Supported formats:
  • Audio – .wma, .mp3
  • Spreadsheet – .xlsx only.
• Just below this box is where you choose the desired processing action (either to Transcribe and Price or to Transcribe Only).
  If the Spreadsheet Upload has been chosen, then only the Pricing option is available and will occur automatically.

• If the Spreadsheet Upload is selected, this means you would like to have an existing spreadsheet list of items priced. In order to have that pricing completed, the spreadsheet to be uploaded MUST be in the following format (the processed output spreadsheet will be in a different format which will be explained shortly):
  You can download the spreadsheet formatting template here or by clicking the black Spreadsheet Formatting Template button on the dashboard.
  • All spreadsheet uploads need to have a header row with the following columns (not case sensitive): Location, Quantity or Qty, Description or Desc
    

Step 4: Uploading a File

• Once you have selected your file to be processed, and you have selected a pricing option (if applicable), the upload button will change color to inform you that you're file is ready to be uploaded. Then, click on the Upload button to begin processing your selected file.

• Then, IQ will indicate below the Upload button that your file is being processed.

• While a file is processing you can upload another file and both will process at the same time, you just cannot select multiple files at once.
• The processing time for a large audio file and spreadsheet file with 1500+ line items can take up to 30 minutes.

Step 5: Processed Files

• Below the Select a File box, you will see all your processed files ordered by most recent.
• File metadata includes the File Name, File ID, Pricing Status, and Start and Finish Time.
• With each processed file, you can download the final spreadsheet, input audio and transcript (if applicable), and see the full inventory.
• Use the See Full Inventory button (for an unpriced inventory) or the See Full Inventory To Edit Pricing button (for priced inventory) to explore details.

Step 6: Full Inventory Page

• After clicking the "See Full Inventory" button you will arrive at a page like the following.

• With this page, you can scroll through all of the line items. If there is a line item for which you want to leave yourself a note, reminder, or make a comment, then click on the Comment box on the left of that item. This comment will then show up later when you download the spreadsheet. A comment might include, “Review quantity” or “Get pricing assistance from client”.
• To the right of the Price Total at the top, there is a Price Adjuster slide. By moving this left or right, you can increase or decrease the prices for ALL of the line items at once. This slide has a range from 1 (low general pricing) to 20 (high general pricing). After changing the price adjuster you must click the Apply All button to apply your changes.
• The center two columns provide the Description (the original description uploaded) and the Link Description (the description that corresponds to the web link for the supporting documentation). These both will show up on the downloaded spreadsheet.
• Next to the Price is the Time Stamp column. This provides the time stamp from the audio that corresponds to each line item. This will allow you to quickly find that item on the audio of you need to review it.
• Next to the Time Stamp is the Link column. When you click on this, it will bring up the corresponding web link for the supporting documentation.
• Next to the Link is the Edit Price column (on the far right). When you click on this, you will see a drop down list of 20 web links with different prices. From this list you can select a different price/link if you want to find a different supporting document and price for that line item. You can review the different links and then click Select for the one you want to use. This will update that item’s price and also collapse the dropdown list. It will also automatically update the corresponding Link Description and the Price Total at the top of the list of items.
• At any time when you are on the Full Inventory Page, you can download the spreadsheet by clicking on the Spreadsheet icon near the top of the page or you can return to the Dashboard by clicking on the Back to Dashboard button at the top of the page.
• The above instructions for the Full Inventory Page (Transcribe and Price) are the same as for the Full Inventory Page (Transcribe Only) except there is no option to review or change prices or web links as these are not included in this file processing selection. selection.

Output Spreadsheet/Audio/Transcript

• Checkout this example spreadsheet and see the following descriptions of all the information in it.
• Age / Condition: Left empty for user to fill in.
• UNIT COST: Price per single item (e.g., one desk lamp).
• REPL COST: UNIT COST * QTY.
• MD State Tax: 6% applied to REPL COST.
• TOTAL: Final price after tax.
• PRICE SOURCE: Clickable reference link.

General Items

• At the very top right of the page, you can click on the circle icon with the first letter of your email address, and this will give you the option to Sign Out.

• If you encounter a delay in processing a file, try clicking on the Refresh button.
• If you encounter an error, please contact us at inventoryquant@gmail.com