Inventory Tab

The Inventory tab provides a grid that lists all of the locations that the part has been assigned. This grid displays all locations that the part was assigned to at one time. Users can also adjust the quantity (+ or -), transfer parts to a different location, enter inventory counts, or edit the reorder point.

A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Select a location in the grid.
Right-click on the part and select Adjust Inventory Qty (+) to add to the inventory or Adjust Inventory Qty (-) to subtract from the inventory. Depending on the option selected, one of the following windows will open:

OR
The Part ID and Location is auto-populated.
Enter the Quantity to be added or subtracted. This is required.
If this is a positive adjustment, enter a Per Item Cost. This is required.
Enter a Date.
The Reference Num field is auto-populated with text (Added or Removed through Parts module). Change the default text as needed.
Click .

Select a part location in the grid.
Right-click on the selected location and select Issue to Employee. The following popup will appear:
Enter the Employee (required) that is receiving the parts.
Enter the Qty. (required) to issue.
Enter the Date (required) of the issuance.
Save and Close the Record.

Select a part location in the grid.
Right-click and select Transfer Parts. The following pop-up will appear:
Enter the Quantity * to transfer.
Enter the Date * of the transfer.
Enter a Warehouse to transfer parts to. Click on the field name or press F9 within the field for a list of warehouses.
Enter a Location ID * to transfer parts to. Click on the field name or press F9 within the field for a list of locations.
Note: The tool will remember the last location that parts were transfered to. This can be changed.
Save and Close the Record.
The parts will be transfered and the description will be automatically populated with information if it was left blank.
* Required Field

Select a part location in the grid.
Right-click on the part and select Enter Inventory Count. The following pop-up will appear:
The Part ID, Location, and Original Quantity will all be carried over by the system.
Enter a Count of items. This is required.
- If the count is greater than the Original Quantity, the system will calculate the positive adjustment automatically. Users will then be required to enter a Per Item Cost.
- If the count is less than the Original Quantity, the system will calculate the negative adjustment automatically. Users will not be required to enter a Per Item Cost; instead, the system will automatically populate the average cost from the most recent Part History record.
- If the count is the same as the Original Quantity, no adjustment will be calculated and the user is not required to enter a Per Item Cost.
Enter a Date.
The Reference Num field is auto-populated with text (Added or Removed through Warehouse module). Change the default text as needed.
Save and Close the record.
Note: Once the Inventory Count record is saved, a new Transactions record will be added for all three types of counts. These records will display the Count, Original Quantity, and Transaction Type (Loc Count Adj Qty +, Loc Count Adj Qty -, and Loc Count No Adj). New Part History records will be added for positive adjustments only. For negative adjustments, the adjustment quantity will be subtracted from the Current Quantity column of the oldest Part History record(s) showing a non-zero quantity.

Right-click on a location and select Manual Quantity Adjustment.
The following pop-up will appear:
Click Yes. The following pop-up will appear:
Enter the New Count for the location and click OK.

Select one or more locations in the grid.
Right-click and select Set Reorder Point. The following window will appear:
Enter the amount the inventory at a location should drop down to before it sends out alerts requesting a reorder.
Click . All selected location records will be updated.
Note: Upon modifying the reorder point, the system will recalculate the total of all the reorder points. If this total is greater than the current amount in the field, the system will auto-populate the new quantity in the Reorder Point field.