TABLE OF CONTENTS


Manage Inventory is a simple way of moving inventory in and out of storage without necessarily having to track inventory quantity.

The Manage Inventory app helps the User decide where best to store inventory or where to pick inventory from by listing the current locations for a specific item.

The locations are listed in Inventory FIFO date/time order, with the exception of the Home Location always being on top of the list.

Manage Inventory Functions

The current function will be listed on the title bar and the associated icon will be highlighted below. Touching the icons below will change the current function or reset the scanning if re-touched. The 3 functions are described below:


Put - Put product into a location. Inventory is created and will be reported to Host via API trigger if configured.

  • If the Group->Manage Inventory->Require PO Number flag is set, the User will have to scan a PO Number.
  • If the Item entered has the flag Item-> Require Production Date set, the User will have to scan a Production Date. Production Date will be used to set the inventory create date.

Pull - Pull product out of a location. Inventory is deleted. Is reported to Host via API trigger if configured.

Move - Pull product out of a location and Put the product into another location. Is reported to Host via API trigger if configured.

  • If the Group->Manage Inventory->Restrict Inventory Moves between Zones flag is set the User will be restricted to moving inventory ONLY within a Zone.
  • If the Item entered has the flag Item-> Require Production Date set, the User will have to scan a Production Date. Production Date will be used to set the inventory create date.

Location Move - Pull all items out of a single location and move them to a new location. This function skips the need to scan everything in the bin.

Replenish – Presents a list of Replenish demands. The Replenishment demands are performed utilizing the Move function described above. See the Replenish section for more details.

Look Up - Scan an Item to display all Bin locations where that item is stored. Scan a Bin to display all items stored at that location.


 

Operation

The Put, Pull and Move functions all have the same operational flow. To start any Manage Inventory operation, you must first scan either an Item or a Location.

If an Item is scanned, the screen will display all Locations where the Item currently resides, ordered by inventory FIFO date/time, with the exception that the Home Location (L0306) is always at the top of the list.

Each Location’s icon represents its Location type:

  • Home Location – Green house icon
  • Dedicated Locations – Gray house - icon
  • Pick Locations – Gray pallet icon
  • Reserved Locations and others – Green pallet icon

 

The <Empty> button when touched will provide a list of fifty (50) empty location. The Empty locations are listed in Location -> PutAway Sequence.

 



Scan/touch the Location to Put the product. Enter the quantity of product to Put and touch the <OK> button to complete the operation. Inventory is now created.

If a Location is scanned first, the content of the specified Location is listed. The operation is the same, scan the Item, enter the quantity, and hit the <OK> button.

 



Note: Manage inventory Look Up screen may be used to review where your inventory is located. If reviewing inventory from one of the other screens, be sure to click the <Home> button in upper left to exit the screen without modifying the inventory.

Permissions and Restrictions

Some of the permissions have been discussed in the above examples. Below is the list of permissions and additional restrictions which will affect the Manage Inventory operations.

Group->Manage Inventory->Allow Inventory Put

Group->Manage Inventory->Allow Inventory Pull

Group->Manage Inventory->Allow Inventory Move

Group->Manage Inventory->Restrict Inventory Moves between Zones

Group->Manage Inventory->Require PO Number

Group->Manage Inventory->Manage Inventory Display Case Qty (only available if system is licensed for ’Cases’)

Item->Require Lot Number – Recording Lot is not applicable in Manage Inventory functions

Item->Require Serial Number – Recording Serial Number is not applicable in Manage Inventory functions


Note: Put, Pull, and Move buttons are controlled by permissions. Your operations may not have all buttons configured. 


Reason Codes

Inventory transactions can be performed with a Reason Code that can help identify the purpose of the transaction. Reason Codes are configurable per transaction. See Reason Codes.