Skip to main content

​
Overview

Keep your portfolio accurate and up-to-date by editing item details, updating valuations, managing photos, and organizing items into collections and locations. Storehouses tracks all changes for complete audit trails.

​
How to Edit an Item

1

Open Item Details

Navigate to your dashboard and click on the item you want to edit
2

Click Edit Button

Click the Edit button in the top right corner of the item detail page
3

Modify Fields

Update any field you want to change
4

Save Changes

Click Save Changes to update the item
All edits are tracked in the item’s edit history, so you can always see what changed and when.

​
Editable Fields

​
Basic Information

​
string
required
Item name or titleExample: Change “Rolex Watch” to “Rolex Submariner Date 116610LN”
​
textarea
Additional details or notesUse case: Add condition notes, serial numbers, or provenance information
​
number
Number of identical unitsExample: Update from 10 to 12 when you purchase 2 more identical silver coins

​
Valuation Updates

Purchase Information

  • Purchase price
  • Purchase date
  • Seller/source
Note: Typically set once and not changed

Current Values

  • Market value
  • Insurance value
Note: Update regularly to track value changes
For precious metals, market value updates automatically based on spot prices. Manual updates will be overridden by automatic pricing.

​
Category-Specific Fields

Update specialized fields based on your asset type: Precious Metals
  • Metal type, weight, purity
  • Form (coin, bar, round)
  • Mint, series, year
Luxury Watches
  • Brand, model, reference number
  • Movement type, case material
  • Condition, service history
Gemstones
  • Gem type, carat weight
  • Cut, color, clarity
  • Setting details
Wine & Spirits
  • Vintage, producer, region
  • Storage conditions
  • Fill level, label condition
Fine Art
  • Artist, medium, dimensions
  • Provenance, exhibition history
  • Condition assessment
Arms & Armor
  • Type, era, manufacturer
  • Condition rating
  • Matching numbers status

​
Location & Organization

​
select
Physical storage locationOptions: Select from your saved locations or create a new oneExample: Move item from “Home Safe” to “Bank Vault”
​
multi-select
Collections this item belongs toOptions: Select one or more collectionsUse case: Add an item to both “Investment Coins” and “Gold Holdings” collections
​
tags
Custom labels for flexible organizationExample: Add tags like “needs-appraisal”, “insured”, “for-sale”

​
Managing Photos

​
Adding Photos

1

Open Edit Mode

Click Edit on the item detail page
2

Click Add Photos

Click the Add Photos button in the photos section
3

Select Images

Choose one or more photos from your device
4

Upload

Photos upload automatically and appear in the gallery
Supported formats: JPG, PNG, HEIC, WebP Maximum size: 10 MB per photo Recommended: Use well-lit, clear photos showing important details

​
Managing File Attachments

Attach documents and files to individual items for complete documentation.

​
Adding Attachments

1

Open Edit Mode

Click Edit on the item detail page
2

Click Add Attachment

Click the Add Attachment or Upload Document button
3

Select File

Choose a file from your device
4

Upload

File uploads and appears in the attachments section
Supported formats: PDF, JPG, PNG, Word documents (.doc, .docx) Maximum size: 10 MB per file

​
Common Attachments

Certificates

  • Certificates of authenticity
  • Grading certificates (PSA, NGC, etc.)
  • Appraisal certificates

Purchase Records

  • Receipts and invoices
  • Auction confirmations
  • Wire transfer records

Insurance

  • Insurance riders
  • Coverage documents
  • Claim correspondence

Provenance

  • Letters of authenticity
  • Previous owner documentation
  • Exhibition records

​
Removing Attachments

  1. In edit mode, find the attachment in the files section
  2. Click the X or delete button next to the file
  3. Confirm deletion
Deleted attachments cannot be recovered. Download important files before removing them.
For account-level documents (wills, insurance policies, etc.), use Secure Storage instead of item attachments.

​
Reordering Photos

Change which photo appears as the primary image:
  1. In edit mode, drag and drop photos to reorder
  2. The first photo becomes the primary/cover image
  3. Primary photo shows in grid view and thumbnails

​
Removing Photos

  1. In edit mode, hover over a photo
  2. Click the X button in the corner
  3. Confirm deletion
Deleted photos cannot be recovered. Download important photos before removing them if you want to keep copies.

​
Photo Best Practices

Clear, well-lit photos help with identification and insurance claims. Take photos in natural light when possible.
For valuable items, include photos of:
  • Front/obverse
  • Back/reverse
  • Hallmarks, signatures, or maker’s marks
  • Serial numbers or certifications
  • Any damage or unique characteristics
If an item’s condition changes (wear, damage, restoration), add updated photos and note the date in the description.
Photos are stored securely and never shared without your permission. However, avoid including identifiable background details if sharing items publicly.

​
Bulk Editing

Update multiple items at once:
1

Select Multiple Items

On your dashboard, click the Select button and check items to edit
2

Click Bulk Edit

Click the Bulk Edit button that appears
3

Choose Fields to Update

Select which field you want to modify for all selected items
4

Enter New Value

Provide the new value to apply to all selected items
5

Confirm Changes

Review the changes and click Apply to update all items

​
Bulk Editable Fields

  • Location - Move multiple items to a new location
  • Collection - Add items to a collection
  • Tags - Apply tags to multiple items
  • Insurance Value - Update insurance values by percentage or amount
Bulk editing is perfect for updating insurance values after an appraisal, or moving an entire collection to a new storage location.

​
Updating Valuations

​
Manual Market Value Updates

For items without automatic pricing:
  1. Open the item in edit mode
  2. Update the Market Value field
  3. Add a note in the description about the valuation source
  4. Save changes
The new value immediately affects:
  • Individual item valuation
  • Portfolio total value
  • Collection values
  • Location inventory values

​
Insurance Value Updates

Update insurance values when:
  • Getting new appraisals
  • Coverage amounts change
  • Market conditions shift significantly

Insurance Value vs Market Value

Insurance Value: The amount your insurance company agrees to coverMarket Value: Current estimated selling priceThese can differ. Insurance value is often higher to cover replacement costs.

​
Tracking Value Changes

After updating values, view the impact:
  • Item detail page shows percentage change from purchase price
  • Valuation history chart shows value over time
  • Dashboard reflects new portfolio total
  • Wealth Garden updates to show growth trends

​
Changing Locations

Move items between storage locations:

​
Single Item

  1. Edit the item
  2. Change the Location field
  3. Save changes

​
Multiple Items

  1. Use bulk edit to move several items at once
  2. Or use the Move quick action from the item detail page
Track items you’re moving between locations by creating a temporary collection called “In Transit” until they reach their destination.

​
Adding to Collections

Organize items by adding them to one or more collections:
  1. Edit the item
  2. In the Collections field, check the collections to add the item to
  3. Save changes
An item can belong to multiple collections simultaneously. Example: A vintage Rolex could be in both “Investment Watches” and “Everyday Wear” collections. Learn more in the Collections guide.

​
Edit History & Audit Trail

Storehouses maintains a complete record of all changes:

​
Viewing Edit History

  1. Open an item’s detail page
  2. Scroll to the Edit History section
  3. See chronological list of all modifications

​
What’s Tracked

Each edit record shows:
  • Date and time of change
  • Field(s) modified
  • Previous value
  • New value
  • User who made the change (for shared portfolios)

​
Use Cases for Edit History

Insurance Claims

Prove when you updated values or reported damage

Tax Records

Document purchase prices and holding periods

Provenance

Track ownership and condition history

Accountability

See who modified shared portfolio items
Edit history cannot be deleted or modified. This ensures the integrity of your records for insurance and tax purposes.

​
Quick Edit Actions

Access common editing tasks quickly:

​
From Item Detail Page

  • Edit - Full editing mode
  • Update Value - Quick value update dialog
  • Move - Change location without full edit
  • Add to Collection - Quick collection assignment

​
From Dashboard

  • Right-click menu (desktop) or long-press (mobile) on any item card
  • Access quick actions without opening the detail page

​
Common Editing Scenarios

After getting items professionally appraised:
  1. Update the Insurance Value to match appraisal
  2. Update Market Value if provided
  3. Add appraisal date and appraiser to Description
  4. Upload appraisal certificate photos
If an item is damaged or restored:
  1. Add detailed notes to Description
  2. Upload photos showing the change
  3. Update Market Value if affected
  4. Add tags like “damaged” or “restored”
For watches, vehicles, or equipment:
  1. Add service dates and details to Description
  2. Update condition-related fields
  3. Upload service receipts or certificates
  4. Note any parts replaced or repairs made
When reorganizing your storage:
  1. Use bulk edit to move groups of items
  2. Update location names if needed
  3. Consider creating new collections for the reorganized layout
Before selling items:
  1. Update to current market value
  2. Add detailed condition notes
  3. Upload high-quality photos
  4. Tag with “for-sale”
  5. Export item details for listing

​
Validation & Error Prevention

Storehouses validates edits to prevent errors:
  • Required fields must have values before saving
  • Numeric fields only accept valid numbers
  • Dates must be in proper format
  • Currency values are formatted correctly
  • Photo uploads check file size and type
If validation fails, you’ll see a clear error message explaining what needs to be fixed.

​
Best Practices

Schedule quarterly reviews to update market values, check condition, and ensure all information remains accurate.
When making significant edits, add a note in the description explaining why. This helps future you understand the context.
Update photos if condition changes. Consider annual photo updates for high-value items to document wear patterns.
Double-check your selection before bulk editing. It’s easy to accidentally update the wrong items.
For precious metals with automatic pricing, periodically verify the spot price is updating correctly.
Before reorganizing collections or locations, export your portfolio as a backup in case you want to reference the old structure.

​
Mobile Editing

Edit items on the go with the mobile app:
  • Full editing capabilities on mobile
  • Photo uploads from camera or gallery
  • Touch-optimized form fields
  • Offline edits sync when connection returns

Offline Editing

Edits made offline are saved locally and automatically sync to the server when your device reconnects to the internet.

Viewing Items

Learn how to view and browse your items

Valuation & Pricing

Understand how valuations work

Adding Items

Add new items to your portfolio

Collections

Organize items into collections