Introduction – Inventories

Create an inventory

  1. From the menu on the left, choose Inventories -> Inventories.
  2. Click Create inventory in the top right.
  3. Enter the requested information, of which here is some information:
    1. Site: The site associated with the inventory
    2. Bin: Is the inventory a bin? (more info on bin here)
    3. Quantity to create: The number of inventories to create (for example, if you enter 2, two different inventories will be created with the information entered)
    4. Measure of each: The measurement of each inventory created
    5. Condition: To learn more about inventory conditions, click here.
  4. Click Add when finished.
  5. The inventory appears in the list.

 

Inventory details

Bin

A bin inventory is a permanent inventory that remains active even when the quantity is zero or negative.

  • When creating an inventory, turn on the bin toggle to indicate that the inventory should be permanent.
  • For an already existing inventory, click on the box icon :
    • Yellow box: bin inventory
    • White box: non-bin inventory

 

More documentation to come…