Inventory Bundles

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Table of Contents

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 to manually type each item’s quantity.

Preliminaries

Before incrementing inventory, they first need to exist under the Inventory section.

After that, review the Inventory Bundle Data Capture fields. Customize them if necessary.

Tip – using the same Question as you have on Reduce or Increment Data Capture, will cause those fields to be auto-filled whenever you increment/decrement inventory using this Inventory Bundle feature.

After that, go to Manage Inventory > Inventory Bundles, then choose Add Manually.

Assign an ID, or have the app generate one for you. This ID can be used on barcodes or NFC tags.

Enter a name for the bundle.

Designate the inventory items that should be in the bundle.

  • Under the Inventory column – choose the inventory item.
  • Under the Field Name column – choose what should be adjusted.
  • Under the Amount column – enter the numeric value that should be deducted/incremented.
  • Under Allow Editing – if set to “No”, the person doing the adjustment cannot change what you have set under the Amount column.

Making adjustments

From the web app

To make inventory adjustments using the Inventory Bundles feature, go to Manage Inventory > Inventory Bundles page.

On the table, find the inventory bundle you want to adjust, then go to Actions > Adjust Inventory.

On the new page, you will see something like this:

  • Bundle Reference – review the bundle being adjusted
  • Inventory Adjustment – can either be increment or decrement
  • Bundle Items – contents of the bundles, available quantity, and value of the adjustment. As per the bundle’s setting, it can be editable or not
  • How many bundles – indicate how many units of the bundled items are to be adjusted
From the Smartphone App

If you created barcodes or NFC tags for the bundles, you can scan them using our iOS & Android apps, then make the adjustments. Refer to the field descriptions above.

You can also search for the bundle by name/reference if no barcodes or NFC Tags are available.

On the smartphone app, go to Inventory Bundles.

Viewing adjustments made

Adjustments made can be seen on the respective page. For example, if a deduction was made, then the deductions would be seen from the Manage Inventory > Reduced Inventory page.