Category - Managing Inventory

Articles

Increasing Inventory
The platform enables you to increment quantities and any other quantifiable attribute of an inventory such as weight, etc. When multiple quantifiable fields are present, the app will prompt you to choose which one should be adjusted. Prerequisite Before incrementing inventory, they first need to exist under the Inventory section. See the guide on setting up inventory. […]
Inventory
The platform enables you to track adjustments made to inventories. Multiple locations are supported, and adjustments for each location is accounted for separately. Where multiple locations are involved, each inventory record would be associated with a single unique location. Prerequisite Inventory is the main point of entry for adding inventory data to the platform. In […]
Inventory Bundles
Overview Inventory Bundles is a feature that enables you to group items that can be incremented or decremented in varying amounts but need to be processed as one unit. For example, one unit could contain 6 screws and 12 bolts. When reducing inventory, you could want to simply reduce 10 of these units, without having […]
Inventory on Hold
You can set reduced inventory from specific locations to first require approval from authorized users. Setting up Inventory on Hold From the table in Manage Inventory > Inventory page, go to Options > Inventory on Hold. On the new page, choose or enter the inventory locations where inventory reduction require approval. Choose sub-users who can […]
Managing Inventory Locations
Overview An inventory can be associated with multiple location attributes. These attributes are taken into account whenever inventory adjustments are made. Each inventory record, therefore, needs to have one of the location’s attributes as part of its record. To manage inventory locations go to Manage Inventory > Inventory page. From the table, go to Options […]
Reducing Inventory
The platform enables you to reduce quantities and any other quantifiable attribute of an inventory such as weight, etc. When multiple quantifiable fields are present, the app will prompt you to choose which one should be adjusted. Prerequisite Before reducing inventory, they first need to exist under the Inventory section. See the guide on setting up […]
Stock-taking / Inventory Counting
The platform enables you to verify the quantities, weight, or any other quantifiable attribute of items in your inventory. Prerequisite Before inventory counting, the inventories must first be created under the Inventory section. See the guide on setting up inventory. If you haven’t set up inventory locations, ensure that they’re set up. You then need to […]
Transferring Inventory
The platform can enable you to track the movement of inventory from one location to another. When a transfer is made, quantity or other metrics that you define, get deducted from the origin location and incremented or created as new on the destination location. Prerequisite Before transferring inventory, they first need to exist under the Inventory […]