Inventory Locations

Added in Version 0.31

Overview

• In this article we’ll describe how to configure Inventory Locations and Transfer Inventory. Inventory Locations can be used to group stock (ie: Storing stock in a warehouse, then transferring it to a truck before installing it on a job).
• Location has been added to the following pages/reports:
  • Inventory Journal
  • Inventory List
  • Picking List
  • Stocktake Journal
  • Stock Ordering Report
  • Inventory Report

Configure Inventory Locations

1. Open the Main Menu and scroll down to CONFIGURE
2. Click Inventory Locations
3. Click New and fill out the Location field. This is the name of the location
4. A total count of the inventory for that location is also displayed

Make Inventory Location Mandatory

1. Open the Main Menu and scroll down to CONFIGURE
2. Click Settings
3. Scroll down to Enterprise App Settings
4. Click Inventory Location Mandatory. When a Picking Inventory or posting an Inventory Journal, the Location field will now be mandatory

Transfer Inventory Between Locations

1. Open the Main Menu and scroll down to REPORTS
2. Click Stock Ordering Report
3. Select a Date Range and Job Status to find stock required for jobs
4. Select the Location you want to transfer the stock “from”
5. Click OK to run the report
6. Click the Transfer Inventory button and select a Location you want to transfer the stock “to”
7. Add an optional Reference No. and click OK
8. The adjustments will be added to the Inventory Journal to be applied

Transfer Product Inventory Between Locations

1. Open the Main Menu and scroll down to CONFIGURE
2. Click Products
3. Find the Product you wish to transfer and click the Inventory link (at the top right of the screen)
4. Select an inventory line and click Transfer Inventory
5. Input the following:
   • To Location – This is where the inventory will be transferred “to”
   • Quantity – Quantity to transfer
   • Reference No. – Optional
6. Click OK
7. The adjustments will be added to the Inventory Journal to be applied