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After setting up the Warehouse and it’s Locations, configuring Customers, it is finally time to Receive Inventory

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Receive Inventory (Web) 📖

1. Navigate to the Customer

   <aside> 💡 Navigate to the Customer’s Inventory tab then Click New → New Inventory

   

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2. Fill Out Inventory Information

   <aside> 💡 Set the Inventory Number and the Order Number

   • Inventory Number must be unique per Company
   • Article numbers, Cost Center Codes, Standard and Custom fields can be set
   • Article Category, Type and Attributes will flow down from the Article Catalog and cannot be changed on this screen
   • Last IN date can be backdated by using the dropdown

   

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   <aside> 💡 Users can select an Article from the drop down, and enter any additional information for the piece

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3. Add Location

   <aside> 💡 Click the Locations Tab then the Add Location tab; Inventory must have a Location in order to save

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   <aside> 💡 Use the Location dropdown to select a Warehouse Location then click the Save button

   • If the location type is a Rack the Slot field will appear and is required
   • Quantity can be increased but defaults to one </aside>

   

<aside> ✅ Click the Save button toward the top of the popup to save the Inventory to Receive the item. Users can update most of the Inventory info later.

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<aside> ✅ Save creates the Inventory for the Customer

Save/New creates the Inventory for the Customer and reloads the page to create a new Inventory

Save/Copy creates the Inventory and copies each field except the Inventory Number field

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Conditions/Exceptions

<aside> 💡 Click the Exceptions tab to add Warehouse Exceptions and View Driver Exceptions

• When Receiving Inventory this way, there will never be Driver Exceptions; Driver Exceptions cannot be deleted on any Inventory piece
• Click the Blue Plus button and select an area of the item and a damage
• Click the Disk button on the row to save the Exception
• To Delete a Warehouse Exception, select the row and click the Red X button

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Add an Image

<aside> 💡 Click the Images Tab, then click the Browse button and locate the local image to be uploaded

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Add Attachments

<aside> 💡 Click the Attachments Tab, then click the Browse button and locate the local file to be uploaded

• AllowedFileExtensions= .doc,.docx,.odt,.xls,.xlsx,.ods,.pdf,.txt,.ppt,.pptx,.odp,.zip

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Inventory History

<aside> 💡 Click the History tab

• This tracks all the movement of an Inventory piece or an Article
• Timestamps can be backdated on mobile and on the web
• Inventory History can be edited by Admin users; edited rows will be highlighted
• See Inventory History for more information

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