ML Work Orders™ Users with Administrative Permissions have the ability to Manage Inventory.
1. Select Inventory > View All Inventory.
The Manage Inventory page will be displayed.
2. To add an Inventory item, select the Actions menu, then "Add Inventory"
3. You can also select the Scan Barcode option at the top of the page to add Inventory. Once the inventory barcode is scanned, the system will open the "Add New Inventory" page will the barcode prepopulated.
3. Select the Inventory Type from the drop-down menu.
4. Enter the Inventory Name.
5. Enter all of the information related to the Inventory item in the given fields and upload an image of the Inventory item. (Optional)
6. Enter the Space in which the Inventory is located as well as the current quantity in the Stock section. You can also enter a responsible user(s) for each stock. This user will receive an email notification if that stock hits the minimum quantity, alerting them that the inventory item is low.
Note: You cannot add a Stock Location (space) if the inventory item is Inactive.
7. Add any additional spaces in which the Inventory is located.
8. Select the Save button.
Editing Inventory
1. Select Inventory > View All Inventory
2. Select the pencil icon () next to the item that needs to be edited
3. Adjust information as needed
Note: Stock location and quantity can be updated on this page as well.
4. Click Save
Inactivate Inventory
1. Select Inventory > View All Inventory
2. Select the pencil icon () next to the item that needs to be edited
3. Scroll down to the stock location and select the inactivate button ()
Once this has been completed, the Inventory Items stock will be set to 0 and will be removed from all pages including Work Orders, Recieve Inventory, Manage Assets.,
Additional Viewing Options on the View All Inventory Page.
Sorting Columns.
1. Select the column header to sort all inventory based on that specific column.
Note: The column will be highlighted in blue when it is being sorted, and multiple columns can be sorted at the same time.
Filter Inventory.
1. By selecting the three vertical dots within the header, each column can be filtered further.
A menu will be displayed that allows you to filter specific selections within the selected column.
2. Select the checkbox next to each item you would like to filter on, and then select the Filter button at the bottom of the menu.
Adding Columns for filtering and sorting.
More columns can be added for additional filtering options. You can add columns by selecting the columns button ( ) at the top right of the page. Next, select a column you want to display and click the right arrow (in red).
If you need to remove a column, select the options you want to remove on the right-hand-side and choose the left arrow (in green)
Saving Filters on the View All Inventory Page
Saving Filters: On the inventory page, you can add specific columns or filters (mentioned above) and then save them
1 - Apply the necessary filters you would like and add any additional columns.
2- Select Actions > Add New Saved Filter.
3 - Name your filter and then click Save.
Once that filter is saved, the page will update and use it. This filter will be available for use by clicking the filter drop-down at the top left of the page.
Note: Filters are page specific.
Adding Notes to Inventory Items
- You can add notes by typing in the notes text box and selecting Save. The Note record tracks the create date and who created the note.
- The Notes are only visible to users that can view the inventory item detail page (This includes users that have the "Edit Inventory" permission).
- These Notes will also be displayed in the Inventory Item threshold email, which is sent to any "responsible users" for an inventory items stock location, once the item quantity goes below its defined minimum quantity.
- These Notes are also a selectable column on the view all Inventory Page! (See below screenshot)
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