Inventory Management

Receive Inventory

You can use this tab to receive inventory against a specific purchase order or a specific product. To get started, enter one of the following:

• Purchase Order Number
• Product ID

Physical Inventory

You can perform a physical inventory check against the system inventory count of a product. To do this, enter the product ID for which the inventory check is to be performed. The system will list the inventory lot details of this product, and you can match the inventory count. If any variation is found, enter the reason for the inventory variation and quantity. Enter (-) values for decreases in quantities.

Inventory Transfers

Use this tab to view and manage inventory transfers within a facility or between multiple facilities.

New Inventory Transfer

To create a new inventory transfer:

1. Click on the "Inventory Transfer" link on the right of the screen.
2. In the next screen, enter the Inventory Lot ID and click "Get Item".
3. On the transfer record screen, view and confirm the inventory lot details and enter:
   • Transfer status: Select from Requested, Scheduled, En-Route, Cancelled, or Completed.
   • Transfer Send Date.
   • Destination Facility / Container.
   • Location: Location where the inventory will be stored in the destination facility.
   • Quantity to Transfer: Quantity that needs to be transferred.
   • Comments: Comment or reference notes.
4. Click "Transfer" button.

Complete Requested Transfers

Click on the "Complete Requested Transfers" link to view the requested transfers and change their status to Completed. Click on "Active Only" link to view all the transfer requests that have not yet been completed.

Receive Return

To receive a return, enter the order ID for which the return has been requested and approved in the order page.