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What to expect: Your customer's visual inventory approval experience

What your customer can expect when they are asked to approval a visual inventory

Anna Kostial avatar
Written by Anna Kostial
Updated over 2 months ago

  1. You send the Approval Link to your customer for their review and approval

  2. You customer clicks on the Approval Link

  3. Your customer clicks "Let's Get Started"

  4. Your customer will have the ability to:

    1. View all of the photos in the Yembo reviewer by swiping along the top of their screen

    2. See the inventory list below the photos

  5. Once they've reviewed a room, they can click "Next" to continue reviewing the visual inventory.

6. To make changes to an item, your customer should:

a. Click on the item in the photo

b. Update the item as needed

i. Name

ii. Update to "Not Moving"

iii. Dimensions

iv. Add notes

7. Once the changes have been made, they should return to the room they were

viewing. The changes will now be reflected in Yembo.

8. If your customer would like to add new items to the inventory, they should:

a. Click "Add Item" at the bottom of their screen

b. Select the item they would like to add from the "Item" dropdown menu

c. Click "Add item to image"

9. After your customer has reviewed their room inventory, they can add specialty

items, as needed:

10. Once they've added specialty items, they can click "Move Summary" to view

view a summary of each room in their inventory.

11. After this review, they will click "Approve Inventory"

Congratulations! The visual inventory has now been approved by your customer!

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