Inventory Tab

1. Select a Location in the grid.
2. 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 with the Part ID and Location auto-populated:

   

   OR

   

3. Enter the Quantity to be added or subtracted (required).
4. If this is a positive adjustment, enter a Per Item Cost (required).
5. Enter a Date.
6. The system automatically provides the text in the Reference Num field (Added or Removed through Parts module).  Change the default text as desired.
7. Click .

1. Select a part Location in the grid.
2. Right-click on the selected location and select Issue to Employee. The following pop-up appears:

   

3. Enter the Employee (required) who is to receive the parts.
4. Enter the Qty. (required) to issue to the employee.
5. Enter the Date (required) of the transfer.
6. Save and close the record.

1. Select a part Location in the grid.
2. Right-click and select Transfer Parts. The following pop-up appears:

   

3. Enter the Quantity of the part to transfer (required).
4. Enter the Date of the transfer (required).
5. Enter the Warehouse to which to transfer the parts. Click on the field name or press F9 within the field for a list of warehouses.
6. Enter a Location ID to which to transfer the parts (required). Click on the field name or press F9 within the field for a list of locations.

   Note: The tool will remember the last Location to which the parts were transfered. Users may edit the Location.

7. Save and close the record. The parts are transfered, and the description is automatically populated with information about the transaction if it was left blank.

1. Select a part Location in the grid.
2. Right-click on the part and select Enter Inventory Count. The following pop-up appears, with the Part ID, Location, and Original Quantity supplied.

   

3. Enter a Count of items (required).
   • If the count is greater than the Original Quantity, the system will calculate the positive adjustment automatically. The user is then required to enter a Per Item Cost.
   • If the count is less than the Original Quantity, the system will calculate the negative adjustment automatically. The user is not required to enter a Per Item Cost; instead, the system automatically populates the average cost from the most recent Part History record.
   • If the count is the same as the Original Quantity, no adjustment is calculated, and the user is not required to enter a Per Item Cost.
4. Enter a Date.
5. The system automatically provides text in the Reference Num field (Added or Removed through Warehouse module).  Change the default text as desired.
6. Save and close the record.

Once the Inventory Count record is saved, the system adds a new Transactions record for all three types of counts: Count, Original Quantity, and Transaction Type (Loc Count Adj Qty +, Loc Count Adj Qty -, or Loc Count No Adj). New Part History records are added for positive adjustments only. For negative adjustments, the Adjustment quantity is subtracted from the Current Quantity column of the oldest Part History record(s) showing a non-zero quantity.

1. Right-click on a Location and select Manual Quantity Adjustment. The following pop-up appears:

   

2. Click Yes. The following pop-up appears:

   

3. Enter the New Count for the Location and click OK.

1. Select one or more Locations in the grid.
2. Right-click and select Set Reorder Point. The following window appears:

   

3. Enter the inventory amount that should trigger the system to send reorder alerts for that location.
4. Click . The system updates all selected Location records.

   Note: When the Reorder Point is modified for a single location, the system finds the sum of the Reorder Points for all locations in the grid. If this total is greater than the Reorder Point on the Order Info tab the system will update the new quantity in the Reorder Point on the Order Info tab.