Versions Compared

Old Version 20

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview


Excerpt

After an item has been added to the inventory it can be easily updated. Changes on the product, vendor, quantity, etc, can be done following these instructions.

Items that have been added to an order cannot be modified. In order to do this the user must remove the item from the order first, make any changes and add it to the order again.


Warning
  • Any changes done on product items within Inventory Summary will not be reflected on the original PO or Prebook order.
  • The maximum age for the products displayed on the inventory Summary is 180 days, however you can use the date range filters to find older products. If you want to custom the max. age for certain categories, read Set the Max Age for Products in your Inventory.


Updating an Inventory Item


Ui steps
sizesmall


Ui step

Click on the 

“Inventory”

Inventory > Inventory Summary tab.

Image Removed


Ui step
Search

 Search for the item that will be modified and click on "Edit" in the “Actions” column. Also,the user can double click on the line and the Edit Product window will appear.

Image Removed


Ui step
Make

 Make the changes required and click on the “Save” button.

Image Removed

Image Added




note
Panel
titleRelated Articles

Filter by label (Content by label)
false
showLabelsfalse
max10
showSpacefalse
sorttitleshowSpace
cqllabel in ( "inventory" , "update-inventory" , "delete-inventory" , "delete-items" )
labelsinventory


Ui text box
sizemedium

(lightbulb)Roles enabled to perform this action:  Admin, Sales Manager, Procurement User, Inventory.


Info
titleImportant

The update that user made in the inventory will not be reflected in the AWB, purchase order Purchase Order or prebookPrebook.


Removing an Item


The system will allow user users to remove items in the inventory. In order to do so, follow the steps below:Go to

Ui steps
sizesmall


Ui step

Go to Inventory > Inventory

Summary > Search

Summary 


Ui step

 Search for the product to remove > Go to the "Actions column

>

" > Select the option Delete.

The


Ui step

 The item will be deleted.

 Image Removed

To remove items massively, read .

Image Added

Warning

Please take into account when deleting items from the inventory, the item will not be deleted

from

in the

AWB,

Purchase order or Prebook

.
 

. The item will be deleted only in the Inventory and AWB record.




We've encountered an issue exporting this macro. Please try exporting this page again later.