Inventory Pages

Home • Location Listing • Sub-Location Listing • Items by Location • Unit of Measure • Transfers • Users • Serial Numbered Items

Web Pages

The inventory module for web consists of ¬seven pages of listing screens. These include Inventory Items, Locations, Sub-Locations, Items by Locations, Transfers, Inventory Use and Units of Measure. All pages are accessible by the web user.

Inventory Items Listing

The Item Listing page allows the web user to view items by the Item Code. The page is designed to show all items for a specified location. Items with multiple sub-locations are combined to reduce the list space. The user can do most basic inventory actions from this page including Adding, Removing, Transferring and Editing items. Most fields are sortable.

Save Icon In addition this page is designed to allow the user to edit most of the item data directly on the page. The fields can be changes and once the data has been updated the user can press the green save button allowing the data to be saved to the server.

To the right of the save button is the Edit Icon. This will launch the Edit Item popup that will allow the user to make edits and additional changes to the item that are not available from the listing fields. These additional changes include editing images and the extended or long description.

Disable Icon Next the disable button, this will allow the user to quickly disable the item from being used by anyone in the system. This button will only work if the item has no quantity in the system. If the item has a quantity then that quantity has to be removed before the item can be disabled.

Transfer Icon The transfer item icon allows the user to open the Transfer Item popup and select any available source location and then choose a new destination. Once complete the items will be transferred.

Clicking the Download PDF icon will allow the user to download a copy of the Item Bio in PDF form.

New Item Button – in the upper left, the user has the ability to add new items to the system. This button will trigger a popup that will collect information about the new item being added. In addition, the user will be able to add pictures, and an extended description.

Unit of Measure – take the user to the Units of Measure Listing page.

Inventory Locations Button – takes the user to the Inventory Locations listing page.

Inventory Transfers Button – takes the user to the Inventory Transfers listing page.

Inventory History Page – takes the user to the Inventory History listing page.

Location Count Popup

Clicking the quantity hyperlinked text in the listing will launch the Location Count popup. This allows the user to see all the locations and sub-locations that contain the exact same item if the item is to be found in more than one location. This allows the user to see how many of the item are in the system as a whole and by location and then see the by sub-location breakdown.

Update Location Count Popup

From the Location Count popup the user can click the Update Quantity to open the Update Location Count popup, this will allow the user to update the count in any or all the locations as needed. Clicking the Update Count at the bottom to save the updated data.

Add Item – Update Location/Sub-Location Popup

From the Location Count popup, the user can click on the Update Location to popup the Add Item – Location Update popup. This box will allow the user to add new locations and sub-locations to the item allowing the user to add new quantity and locations to the system for the item. The user has the option to add a new sub-location from this box. Adding a new sub-location will allow the user to enter a new sub-location name, description, barcode and specify if the sub-location is public.

Edit Inventory Item Popup

This popup will allow the user to edit all fields of the inventory item. The only difference from this edit and add popup is the addition of the Item Deleted checkbox. This checkbox, when the item has NO quantity in any sub-location will remove the item from view to all users by default. Deleted items can be view by going to the item listing page and viewing disabled items. In addition, the location and sub-location fields are replaced by the View Loc/Qty button. This allows the user to see all Location, Sub-Locations and Quantities for the item in the system.

Add Item Images Popup

Selecting the View Pictures on the Add/Edit Items popup will show the Add Item Images window. This popup will allow the user to upload as many images as needed for any item in the system. When Images are upload the user can specify a description for the images. In addition, web users can specify if the image is to be the default image that will show up in the item profile. Mobile users who upload images, the first image uploaded will automatically become the default image.

Edit Item Description Popup

Selecting the Description button will launch a popup window allowing the user to enter and edit the item long description. This is where a web user can enter extensive details about the item. Things that others might need to know about the items history, installation or even purchase history. Once done the item description can be saved. It will display to the user in the item info.

Transferring Item Popup

When clicking on the Transfer Icon, the user will launch the Transferring Item popup. This box will allow the user to view all Locations and Sub-Locations where the item is located. The user can then choose the Sub-Location they wish to pull items from as the source for the transfer. Once done the user will then choose the destination by selecting a new Location and Sub-Location and enter the quantity of the item they wish to transfer. If this is done on the web, the item will be transferred immediately.

Download Item PDF

The web user has the option to download a PDF bio page that the system will generate about the item. This is designed large and important items that have a lot of information. The bio can be printed and used to verify the items details.

Inventory Locations Listing

The location listing page allows the user to view all the locations that have been entered by the Contractor to the system. New locations can be entered and existing locations updated.

The Edit Icon will allow the user to adjust the Location Name and Description for the location.

Assign Users Icon The Assigned User icon will launch the Add/Edit Location Users popup.

Add/Edit Location Users Popup

The popup will allow the Contractor to add new mobile users to a selected location. The existing users assigned to the location. Each user that can be added and the user can be assigned permissions to allow the user to Add Items and Allow Transfers.

Add Items when NOT checked will disallow the related user from adding items to the related to the location. It removes the button that allows the user to add items to the location.

The Allow Transfers when NOT checked will prohibit the user from moving items between locations. It will remove the button option on the mobile for transferring items.

Inventory Sub-Locations Listing

The sub-location listing page will allow the user to view all the sub-locations for any selected location. The user has the ability to edit the sub-location data in the listing. In addition to adding new sub-locations.

Save Icon If the user chooses to edit the data in the listing, the user will need to save the data.

Add Sub-Locations Button

When an item is entered into the system, the user will be asked to enter in where in the general location is the item is located, this is the Sub-Location. The web user can enter sub-locations for any location without the need for items as needed. In addition, sub-locations can be set as public or not and disabled.

To be public means that the Sub-Location will show up to all mobile and web users. You might make a sub-location not public if you wanted to place items in a location and have them not be transferred out. If the public box is NOT checked, the item will only be visible to the web and assigned mobile users even if the location is public.

The Disable checkbox for the Sub-Location on the web as a way to hide the Sub-Location from all users. Disabled sub-locations are not visible anywhere except from Sub-locations listing page. Sub-Locations can NOT be disabled unless the location has NO items. If items are assigned the checkbox should NOT be checkable. Clicking on the box will prompt a message “All items must be removed before the Sub-Location can be disabled.”

Inventory Items By Location Listing

The Items by Location page allows the user to view Items by Sub-Location. This listing will show the user all the same items by location but any instances where the same item can be found more than once in the location by being located in more than one sub-location, they will be listed as many times in the listing as there are sub-locations. This is done to show the user all sub-location data in a column and allow the web user to move items around between sub-locations with ease. This page is also designed to allow the Contractor to perform counts within the location as needed for individual items.

Add Sub-Location Popup

When an item is entered into the system, the user will be asked to enter in where in the general location is the item is located, this is the Sub-Location. The popup will ask the user to enter a new sub-location name, a description of the sub-location, a related barcode if available and state if the sub-location is to be made public or not by checkbox.

Change Selected Button – This will take all items that have been checked in the listing and combine them and launch the Edit Sub-Location.

Edit Sub-Location Popup

This box allows the user to edit multiple selected sub-locations at the same time and apply an existing sub-location to all the selected. This is designed to allow the Contractor to quickly move items from on sub-location to another within a selected location.

Unit of Measure Listing

This very simple listing page will allow the Contractor to add units of measure to the system that will be selectable for all inventory items. The user is asked to enter a unit Id of two or three characters. This unit ID is what the system will show when associating the Unit ID with the Item. As an example, the user will enter ft for Foot, or gal for gallon. Next the user will be asked to enter a brief description of what the unit of measure is. Examples are Each Item or Per Foot.

Add Unit of Measure Popup

Clicking the button Add Unit of Measure will trigger a popup that will allow the user to enter the Unit of Measure info. The Contractor can enter as many Units of Measure as needed.

Inventory Transfers Listing

Items can be moved from one location to another. They can also be moved from within a location between sub-locations. Web users can move items instantly between all points by adding sub-locations or adjusting counts as needed. The mobile users must move items by transfer. In order for a mobile user to transfer an item, the user has to first have permission to request transfers for the location that they are moving the item too. Users can view all locations when looking for an item to move, but only locations that the user is assigned to can be receive transfers.

When a transfer happens in the system either by web or mobile, the transfer is logged by the system. This information will show up in this listing. The web user has the ability to view and if needed approve a transfer request from a mobile user. This may be the case if there is not an active user assigned to a location that has been shared with other mobile users. As stated if a mobile user requests a transfer, the user assigned to the source must approve that transfer before the quantity is changed.

Disable Icon The web user also has the option to deny the mobile users request for transfer by declining the transfer. This will remove the request and leave the quantity in the source location as was.

Transfers cannot be triggered from the listing page. The user must make transfer request on the web from the Inventory Item Listing page.

Inventory User Listing

The inventory system will track all the items and quantities that that the mobile users reduce from inventory and place on Jobs though the Service Record Materials screen. Each of these transactions are recorded to the system and can be found and searched by navigating to the Inventory Use History. There, the web users can find basic information about what items, jobs quantities and value was reduced from the inventory. This listing can be reduced by a number of variables.

This page allows the contractor to see what inventory is being consumed and turned into revenue by mobile users using inventory items on jobs. Once a specified quantity of an item is selected by a mobile user and applied to a job by Service Record, the item will be reduced from inventory. The reduction will be recorded to this listing page.

Adding Items by Serial

The inventory system will now allow the contractor to track serial numbers for specified inventory items. The system is set up to allow the contractor to indicate under the item data if an item should use serial numbers and if enabled, track the numbers as the related quantity. Items that have serials numbers enabled will not allow the contractor to indicate quantity, instead will allow a user to enter and remove serials which the system will count as the total quantity of the item.

Add Item - Enable Serials

In order to utilize the Serial Number module, you will have to add an item to inventory. On the Add item popup, check the box that enables Require Serials. Once this is checked you will see a new section at the bottom of the popup for entering serials numbers. These numbers must be entered one at a time. When the Require Serials box is checked you will notice that the Quantity field will be come static. The quantity of the new item will now be based on the number of serials entered. Serial Numbers can have numbers, letters and special characters. As you add serials, you will see a list of your serials begin compiling to the right of the add field. Each serial will increase the quantity by one.

Edit Item - Editing Serials

Once an item has been added, the item can be edited from the Inventory Items listing or Inventory by location listing by finding the item and clicking the edit button. One the edit popup you will find towards the bottom for View Locations and Serials. Serial numbers can be added to any location that the item has been assigned to. Locations can be easily assigned by clicking the View Location button on the Edit Item popup. Once you have assigned a new location, you can click the Serials button and begin adding serials to that location as needed.

Labor Material – Adding Serial Items

Once you have added an item and recorded serials, you can now add these items to a job. Under the service request Labor Material screen, Material items can be added to the LabMat. It is important that you make sure that at least one of the mobile or web users assigned to the job is also assigned to the related inventory location where your serial item resides. The system will not show items in material search if the user identified is not assigned to proper location.

Once you have opened the Add Material Item popup on the LabMat and selected the proper Technician and Equipment, the system will let you search Item Code and Description until you locate the Item with serials you desire. Once you select the item you will need to specify the location you wish to pull the item from. After a location and sub-location have been selected, the rest of the item information will populate and at the bottom of the popup you will see a new Serials section that will display all the available serials you can pull from the chosen location. The quantity will be locked and based on the serial numbers you choose to assign to the job.

Once you choose serial numbers, they should be recorded in the item description.

Transfering Serials Between Locations

Items that have been assigned serial numbers can be transfered between locations from the web. From the Inventory Items Listing or Inventory Items by Location listing page a web user can locate the item needing to be transfered and then click the transfer icon to the right side of the listing page. This will trigger the Transfer Item popup. The popup allows the web user to select a transfer source for the item, the user will have to select from the source(s) that they wish to tranfer the item from. Transfering from multiple sources will have to be done one at a time. Once the source for a serial item has been selected, the system will display a new Select Serials section allowing the user to select the serial(s) that need to be transfered from the selected source. Each serial that is selected will increase the quantity that is being transfered by a quanitiy of one. Finally a destinaiton will have to be either selected or created. The web user can create a new destination by clicking the ADD button. Once a destination has been selected the user can then the user can click the Complete Transfer button at the bottom to allow the system to complete the transfer. You will then see that the serials and quantity related will have been moved from the chosen source to the chosen destination.

Home • Location Listing • Sub-Location Listing • Items by Location • Unit of Measure • Transfers • Users • Serial Numbered Items