Difference between revisions of "Managing Inventory"

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== Inventory Screen ==  
 
== Inventory Screen ==  
 
== Item List ==
 
== Item List ==
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The Item List allows navigating through the list of  all items.
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In this window you will find all active items of ''Inventory Part, Inventory Assembly, Other Charge (with fixed amount) and Service'' type with their sales descriptions and current quantities on hand (QOH). {{File:Infocircle.png | 30px]] Quantity on hand is shown in base units of measure.
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{{File:Infocircle.png | 30px]] Tapping on the column headers of the grid sorts the list alphanumerically.
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{{Info | If your company file contains more than 5000 active items of Inventory Part, Inventory Assembly, Service and Other Charge (with fixed amount) types (for HandiFox Multi-Location - more than 5000 items at current location) then the '''Item List''' opens blank. To see the items, type an item name or just first few symbols of it in the '''Look for Name field'''.}}
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'''Look for Name field'''
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When the user types into the '''Look for Name''' field the system scrolls to the first name that starts with the entered sequence, and highlights it.
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android_item_list
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'''Filter check box'''
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Tap it to open the '''Item Filter''' window.
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android_item_filter_new
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The '''Item Filter''' window is used to filter items that include what is input in the '''Look for Filter''' field.
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[[File:Infocircle.png | 30px]] If you have already used a filter then the previous filtering criteria are shown. The '''Look for''' field is empty if you open the '''Filter''' window for the first time.
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Searches can be performed either by all fields (default criterion) or by one of the following specific fields:
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    • Name
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    • Description
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    • Preferred Vendor
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    • Man. Part Number
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    • U/M
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    • U/M Set
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'''Apply button'''
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Tap it to apply your criteria for filtering. If no item is found then the appropriate message appears.
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'''Back button'''
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Click it to return to the Item List without changing or applying any filter.
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The same filter can be found in Inventory Counting window.
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Scanner and Scan button
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A [[Setting Up and Configuring Scanner|barcode scanner]] can be used in this window to find required items. When you [[Barcoding#Scanning Barcodes|scan a barcode]], the system highlights corresponding item. If the barcode is not assigned to any inventory item, then the error message “Cannot find scanned inventory item” appears. You can also tap the ''[[Setting Up and Configuring Scanner#Built-in Camera|Scan]]'' button to scan a barcode with your device’s camera, {{Infoshort | This button will appear on all screens where barcode scanning is applicable.}}
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Edit button
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Click it to open Item editor window for selected item.
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View QOH button
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Click it to open QOH Viewer window for selected item
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Press Back button on the device to return to the Inventory window.
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Press Menu button on the device to open the context menu.
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{{Infoshort | Only active items are displayed in the Item List.}}
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== Bin Locations ==
 
== Bin Locations ==
 
== Quantity on Hand ==
 
== Quantity on Hand ==
 
== Transfers ==
 
== Transfers ==

Revision as of 19:14, 11 June 2020

Inventory Screen

Item List

The Item List allows navigating through the list of all items.

In this window you will find all active items of Inventory Part, Inventory Assembly, Other Charge (with fixed amount) and Service type with their sales descriptions and current quantities on hand (QOH). {{File:Infocircle.png | 30px]] Quantity on hand is shown in base units of measure. {{File:Infocircle.png | 30px]] Tapping on the column headers of the grid sorts the list alphanumerically.


Info-sign.png If your company file contains more than 5000 active items of Inventory Part, Inventory Assembly, Service and Other Charge (with fixed amount) types (for HandiFox Multi-Location - more than 5000 items at current location) then the Item List opens blank. To see the items, type an item name or just first few symbols of it in the Look for Name field.

Look for Name field

When the user types into the Look for Name field the system scrolls to the first name that starts with the entered sequence, and highlights it.


android_item_list


Filter check box

Tap it to open the Item Filter window.


android_item_filter_new


The Item Filter window is used to filter items that include what is input in the Look for Filter field.

Infocircle.png If you have already used a filter then the previous filtering criteria are shown. The Look for field is empty if you open the Filter window for the first time.

Searches can be performed either by all fields (default criterion) or by one of the following specific fields: 

    •	Name
    •	Description
    •	Preferred Vendor
    •	Man. Part Number
    •	U/M
    •	U/M Set

Apply button

Tap it to apply your criteria for filtering. If no item is found then the appropriate message appears.

Back button

Click it to return to the Item List without changing or applying any filter.


The same filter can be found in Inventory Counting window.


Scanner and Scan button

A barcode scanner can be used in this window to find required items. When you scan a barcode, the system highlights corresponding item. If the barcode is not assigned to any inventory item, then the error message “Cannot find scanned inventory item” appears. You can also tap the Scan button to scan a barcode with your device’s camera,

Info-sign.png This button will appear on all screens where barcode scanning is applicable.


Edit button

Click it to open Item editor window for selected item.


View QOH button

Click it to open QOH Viewer window for selected item


Press Back button on the device to return to the Inventory window.


Press Menu button on the device to open the context menu.


Info-sign.png Only active items are displayed in the Item List.

Bin Locations

Quantity on Hand

Transfers

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