Inventory Pro

Trace: Appointments



Inventory → Inventory → Appointments

Appointments are a way to keep track of stock that will be received from a supplier (but which has not yet been purchased) without using a purchase order.

Appointment Reports
To create or edit appointments:

  1. Click on the “Create New Appointment” button to create a new appointment or click on the pencil icon next to an existing appointment to edit it.
  2. This will bring up the header of the appointment. Use this page to edit the supplier, carrier, warehouse, and other logistical information of the appointment.
  3. Click on the Line Items link to edit the line items of the appointment.
    • Select the items to be received by appointment by clicking on the three dots icon on one of the lines.
    • Use the arrows in the Units field or type directly into the field to determine how many of an item will be received in the appointment.
    • The Packages field will automatically fill based on the number of units in the Units field and the unit of measure of the item.
    • You can also fill in the Packages field as you would the Units field and allow the Units field to automatically fill instead.
  4. Click on the “Receive” button to go to a screen on which you can receive the items from the appointment or click on the “Save” button to save an appointment for later receipt.

 Appointment Header
Appointment Lines