How do I manage inventory?

Once the inventory item is created, your options for tracking any item include:

  • Move. Tracks move from one location to another
  • Take Out. Removes existing inventory
  • Restock. Adds inventory already on hand
  • Ship. Tracks shipment of inventory
  • Receive. Tracks receiving inventory

To access these options, navigate to the Inventory tab and click Inventory on the shortcut menu. Then click on the inventory code of any inventory item.

Note: If the inventory code is not visible, click on the three dots at the far right of the header to show the dropdown menu. Every parameter in bold is displayed. If Inventory Code is not in bold, click on it to include it columns that are displayed. 

To move inventory:

  1. Click on the inventory code of the item. From the record view, click Move.
    Alternatively, click Move Inventory from the shortcut menu. Then click the magnifying glass icon to find an inventory item, or enter the inventory code if you know it and click Lookup.
  2. Select the location to move to from the dropdown menu.
    Note: Location must already be in the database - if not, add a location from the Admin tab and click on Locations in the shortcut menu.
  3. Add an explanatory note.
  4. Select the source location (the location was assigned in a previous transaction).
  5. Type in a number for quantity and click Add.
  6. Click Save.

To take inventory out:

  1. Click on the inventory code of the item to be taken out.
    Alternatively, click Take Out Inventory from the shortcut menu. Then click the magnifying glass icon to find an inventory item, or enter the inventory code if you know it and click Lookup.
  2. Add an explanatory note.
  3. Select the source location (the location was assigned in a previous transaction).
  4. Type in a number for quantity and click Add.
  5. Click Save.

To restock inventory:

  1. Click on the inventory code of the item to be restocked.
    Alternatively, click Restock Inventory from the shortcut menu. Then click the magnifying glass icon to find an inventory item, or enter the inventory code if you know it and click Lookup.
  2. Add an explanatory note.
  3. Type in a number for quantity and click Add.
  4. Click Save.

To ship inventory:

  • Click on the inventory code of the item to be shipped and follow instructions in “How do I schedule a shipment?”.
  • Note: select items at the bottom of the page under the heading “Inventory to Ship” (rather than “Assets to Ship”).

To receive inventory:

  • Click on the inventory code of the item to be received and follow instructions in “How do I schedule a shipment?”.
  • Note: select items at the bottom of the page under the heading “Inventory to Receive” (rather than “Assets to Receive”).
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