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Inventory Pro

Trace: Inventory

Inventory

Inventory

Search Inventory

Inventory → Search Inventory

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You can use this screen (shown above) to search through your inventory in the selected warehouse (which is shown at the top right of the screen).

To search for an item:

  1. Tap on Inventory Management and then on Search Inventory.
  2. Use the select boxes in the Field column to select by what fields you wish to filter your inventory.
  3. Enter the data for which you want to search into the Filter: column.
    • Wildcards are supported using the “%” symbol
    • You can leave all of the fields in the Filter: column blank to show all inventory in the selected warehouse
  4. You can add additional lines to add additional search criteria by tapping on the + icon in the +/- column in the first row.
  5. You can tap on the – icon in the +/- column in any row other than the first to remove that line.
  6. Tap on the “Search” button to view the Inventory Catalog.
Inventory Catalog

Inventory → Search Inventory

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This page allows you to view the items that you have in stock as well as add those items to a Pending Transaction. To access and use the inventory catalog:

  1. Perform an inventory search for the items that you wish to view as described above.
  2. The Inventory Catalog will appear, filtered by the criteria that you selected on the Inventory Search page.
  3. On this page, you can view a location; description; image; available stock level; RFID; Serial; and unit of measure (which is to the right of the available stock level) for any item that fits the search criteria that you chose earlier. You can view more details by tapping on the “View Details” button at the top of the screen and then tapping on the record about which you want to view more details.
  4. You can add an item to the Pending Transactions screen by tapping on the “Bulk Actions” button and then tapping on the item that you wish to add to the Pending Transactions screen. You can also add an item to a pending transaction by selecting an item in View Details and after clicking on an item clicking an item again in the detail view.

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Receive Stock

Inventory → Receive Stock image here

  1. Search for a certain item ID or description by typing it in the Filter field.
    • This field is the same as the Filter field described in the Search Inventory section of the manual.
  2. Select the location to which the item will be received by using the select box in the Location field.
  3. Enter the number of units to be received in the Units field.
  4. If you are receiving an item that has serial numbers, you can enter a serial/lot number for the items being received in the Serial/Lot field.
  5. Select the reason for the receipt using the select box in the Reason field.
  6. Tap on the “More Options” button to show more fields (which are not visible by default, but are visible in the picture above for informational purposes). You can use these fields to enter an RFID number, reference, unit cost, and any remarks that apply to the items being received in the appropriate fields. Note that once you select an item to be received, the Unit Cost field will automatically fill with that item’s cost, although you can still manually adjust the cost.
  7. Tap on the “Receive” button to receive the items into your inventory.
    • If signatures are turned on you will be brought to another screen to input a signature.

Issue Stock

Inventory → Issue Stock image here

  1. Search for a certain item ID or description by typing it in the Filter field.
    • This field is the same as the Filter field described in the Search Inventory section of the manual.
  2. Select the location from which the item will be issued by using the select box in the Location field.
  3. Enter the number of units to be issued in the Units field.
  4. If you are issuing an item that has serial numbers, you can enter a serial/lot number for the items being received in the Serial/Lot field.
  5. Select the reason for the issue using the select box in the Reason field.
  6. Tap on the “More Options” button to show more options (which are not visible by default, but are visible in the picture above for informational purposes). You can use these fields to enter an RFID number, reference, net weight, and any remarks that apply to the items being issued in the appropriate fields. Note that once you select an item to be issued, the Unit Cost field will automatically fill with that item’s cost, although you can still manually adjust the cost.
  7. Tap on the “Issue” button to issue the items from your inventory.

Move Stock

Inventory → Move Stock

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This page allows you to move stock between different locations within a warehouse. If you wish to move stock between warehouses, you will have to use the Pending Transactions screen to place the units in transit. To use this page:

  1. Search for a certain item ID or description by typing in the Filter field.
    • This field is the same as the Filter field described in the Search Inventory section of the manual.
  2. Select the location from and to which you are moving the items by using the select boxes in the From Location: and To Location fields, respectively.
  3. Enter the number of units that you are moving into the Units field.
  4. If applicable, enter a Serial/Lot number and RFID number into the Serial/Lot: and RFID fields, respectively.
  5. Enter a serial or lot number into the Serial/Lot field, if applicable.
  6. Tap on the “More Options” button to show more options (which are not visible by default, but are visible in the picture above for informational purposes). You can use these fields to enter an RFID number, reference, net weight, and any remarks that apply to the items being issued in the appropriate fields. Note that once you select an item to be issued, the Unit Cost field will automatically fill with that item’s cost, although you can still manually adjust the cost.
  7. Tap on the “Queue” button to add this item to the order to be moved.
  8. Repeat steps 1-8 for all of the items that you wish to move.
  9. Once you are finished adding all of the items that you wish to move, tap on the “Review” button at the top of the screen. This will take you to a page on which you can review the items to be moved.
  10. You can tap on the + icon next to an item ID to view the details for that item record. While viewing the details for an item record, you can cancel moving an item by checking the Remove this item checkbox and then tapping on the “Remove Items” button.
  11. Once you are finished reviewing your order, tap on the “Move” button.

Certify Items

Inventory → Certify Items Image here

This page allows you to quickly perform item certifications and inspections. Note that in order to certify an item, that item must have an RFID number. To certify items using this page:

  1. Enter the serial or RFID number for the item that you are certifying or inspecting in the Item Serial/RFID field.
  2. Select whether the item passes or fails the certification or inspection by using the select box in the Status field.
  3. Select whether the item is being certified or inspected by using the select box in the Type field.
  4. Enter the date of the certification in the Date field.
  5. Enter the RPM/TL or any notes in the RPM/TL: and Notes fields, respectively.
  6. Tap on the “Certify” button to complete the certification or inspection.

Cycle Count

Inventory → Cycle Count image here

This page allows you to perform a cycle count. Cycle counts allow you to make adjustments to the stock levels of large numbers of inventory items within a warehouse faster than creating large numbers of direct issues and direct receipts. To use cycle counts, Tap on Inventory Management and then on Cycle Count.

  1. Select a cycle count you wish to perform.
  2. Click “Run Cycle Count” Button.
  3. If running a bind cycle count follow the next steps. Otherwise skip to step 11.
    • If running one of the other cycle counts also enter the number of items to count.
  4. Search for a certain item ID or description by typing in the Filter field.
    • This field is the same as the Filter field described in the Search Inventory section of the manual.
  5. Select the location of the item with the stock levels that you are adjusting by using the select box in the Location field.
  6. Enter the number of units of the item present in your inventory in the Units field.
  7. Enter the serial or lot number for the item in the Serial/Lot Number field, if applicable.
  8. Enter the RFID number for the item in the RFID field, if applicable.
  9. Tap on the “Add” button.
  10. Repeat steps 4-9 until you have set the correct quantities of all items that you wish to adjust.
  11. Once you are finished adding all of the items with stock levels that you wish to adjust, tap on the “Review” button at the top of the screen. This will take you to a page on which you can review the items with stock levels that are to be adjusted.
  12. You can tap on the + icon next to an item ID to view the details for that item record. While viewing the details for an item record, you can remove an item from the cycle count by checking the Remove this item checkbox and then tapping on the “Remove Items” button.
  13. Once you have reviewed the cycle count to your satisfaction, tap on the “Close” button.
  14. Tapping on the “Close” button sends the cycle count to the non-mobile version of Inventory Pro for approval.

Completing a count on mobile does not automatically change your stock levels. Instead, it saves it to the desktop cycle count page, which in turn can post the cycle count. In order to understand the desktop cycle count page, we need to know how to make a cycle count on Inventory Pro desktop. Click this link actual linkage

Scanner Issue

Inventory → Scanner Issue

This page allows you to enter an item ID, serial number, or RFID number and immediately issue the items to which that item ID, serial number, or RFID number belongs. To perform a scanner issue:

  1. Enter the item ID, serial number, or RFID number that identifies the item that you wish to issue into the Scan field. If you enter an item ID, one instance of that item will be added to the scanner issue.
  2. If you wish, you can tap on the “Review” button to review the scanner issue before you issue the items. On this page, you can tap on the + icon next to an item ID to view the details for that item record. While viewing the details for an item record, you can cancel issuing an item by checking the Remove this item checkbox and then tapping on the “Remove Items” button or change the number of items to be issued by typing the number of units that you wish to issue in the units field and then tapping on the “Save Changes” button.
  3. Tap on the “Issue” button to send the item to the Pending Transactions page (from which you can issue the item) or tap on the “Cancel” button to clear the screen.