How do I add items to my personal property inventory?

Updated 1 week ago by Jennifer B.

If you search for a replacement item and can’t find the specific item to replace, you can select the closest matching item in the search results, called a general quote item, in its place. For example, if you can't find their specific 55" TV, you could select TV-LCD / LED-LCD 55-60".

Add items one at a time

Option 1

  1. Select Personal Property from your My Tasks menu.
  2. Click Add item.
  3. Enter the item details.
  4. Click Add.

Option 2

  1. Select Personal Property from your My Tasks menu.
  2. Click Add item.
  3. Enter the item details.
  4. Select search for item.
  5. Click OK in the Selecting an item confirmation dialog box.
  6. Review the items in the Retail tab.
  7. Click Select if you find the item.
  8. Click Add.

Option 3

  1. Select Personal Property from your My Tasks menu.
  2. Click Add item.
  3. Enter the item details.
  4. Select search for item.
  5. Click OK in the Selecting an item confirmation dialog box.
  6. Review the items in the Retail tab.
  7. If you don’t find your item in the Retail items list, click General.
  8. Click Cannot find item.
  9. Click Add.

Add several items at once

  1. Select Personal Property from your My Tasks menu.
  2. Click Import inventory . This opens the Import inventory drawer.
  3. Click Download Import Template. This downloads an Excel spreadsheet template.
  4. Enter your inventory items and information.
  5. Save the template to your computer.
  6. Return to the Import inventory drawer.
  7. Add the completed inventory spreadsheet using No files chosen .
  8. Select Import. The items display in your Items to replace card.

For a brief overview, watch the Add, edit, and delete items video tutorial.


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