Manage Inventory

Reservations

Reservations Tab

• Filter reservations between two required dates
• Select reservations for a Site and/or Storeroom
• Filter rows on reservation list, including clear filter
• Multi-select capability, Issue Selected or Delete Selected
• Edit Action
  • Modify Required Date, Reservation Type, and Quantity
• Issue Action
  • Modify Quantity, Issue Bin and add a memo
• Delete Action
  • Deletes Reservation
• Create Pick List from selected reservations

Pick and Stage Tab

• Filter pick lists between two dates
• Select pick lists for a Site and/or Storeroom
• Filter rows on pick list, including clear filter
• Open a pick list and review items to be picked
• Select and pick items
• Pick item, use Autosplit, or skip pick, can choose or scan bin to pick from
• Stage, Issue or Restock selected picked items
• Enter a staging bin for the picked items
• Issue or Restock selected staged items
• Return Issue Items

Issued Items Tab

• Filter issue transactions between two actual dates
• Select issue transactions for a Site and/or Storeroom
• Filter rows on issued item list, including clear filter
• Return Action
  • Modify Return Bin

Storerooms

Dashboard

• Shows storerooms as cards
• Button provides link to Storerooms application in “classic” UI
• Filter by anything in card details, Storeroom, Description, Site, Organization, Ship To Address
• Add new storeroom, enter Storeroom, Description and select Ship To Address from site’s addresses.

Balances

• View bin and lot balance, available, reserved, stage, shipped and expired quantities
• Actions – Edit, Issue Item, Transfer Item, Reorder Rules, View Rotating Assets
• Edit Action is similar to Add Inventory (see below)
• Issue Item Action
  • Select Work Order, Task, Location, or Asset, see resulting GL Account
  • Enter quantity
  • If rotating item, select asset to issue
  • Modify date/time of issue if required
  • Select who issued to and an optional memo
• Transfer Action
  • Select To Site, To Storeroom and To Bin – only sites in same organization
  • Select quantity to transfer
• Reorder Rules Action
  • Enter Primary Vendor and Manufacturer
  • If enabled for reordering then enter reorder point, economic order quantity and lead time
  • Vendors List shows also Model, Catalog #, Last Price
• View Rotating Assets Action
  • Goes to All Items – Rotating Assets tab (see below)
• Filter fields added to view list, including clear filter button
• Find an item by scanning its barcode

Counts

• Filter fields added to view list including clear filter
• Item has hyperlink to All Items – Details tab
• Can enter the New Count for each item, last count and date are set
• Scan the barcode of a bin or lot

Reconcile

• Storeroom control and shrinkage GL accounts are required
• List shows records that have had a physical count
• Filter fields added to view list including clear filter
• Item has hyperlink to All Items – Details tab
• Refresh table button will show current balance, new count and difference
• Select records you want to reconcile and then use Reconcile button; confirmation is required.
• After reconciled, then item no longer shows in Reconcile list

Add Inventory

The Edit action has similar functionality.

• Select an item to add to the storeroom
• Enter bin, lot and starting/new balance, fields depend on selected item
• Select cost type, Asset, Average, FIFO, LIFO, Standard
• Change standard and average unit cost
• Enter count frequency
• If enable reordering then enter Reorder Point, Economic Order Quantity and Lead Time
• Add item to multiple bins once at Active state
• Find an item by scanning its barcode

All Items

• Add a new item
• Import a set of items with Item Number, Description, Issue Unit, Order Unit, Item Set and Status. Can download a template.
• View the set of items, similar to Item Master List tab and hyperlink to Details tab
• New items can be automatically numbered
• Filter fields added to view list, including clear filter button
• Find an item by scanning its barcode.

Add Item

• Enter Description and Item Number
• Edit image for the item
• Add issue unit and order unit
• Modify the conversion between order unit and issue unit for the item
• Change item status and choose to rolldown to storerooms
• Define as a lot item or a rotating item
• Select commodity group and commodity code
• Add Default Vendor
• Add Attachments – image files
• Condition enabled Item

Storerooms Tab

• Add to Storeroom
• Enter bin
• Select cost type, Asset, Average, FIFO, LIFO, Standard
• Change standard and average unit cost
• Enter count frequency
• If enable reordering then enter Reorder Point, Economic Order Quantity and Lead Time
• Add item to multiple bins once at Active state
• View bin balances and availability

Rotating Assets Tab

• View only of where assets belonging to rotating item are located
• Filter by a Site and Location, or a Site and All Locations or All Sites-All Locations

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