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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows users to see their inventory in units within the Inventory Summary screen. To activate the Sell By Units option for your company, please refer to the Sell By Units article.


Info
titleInformation

An airplane will display next to the item indicating that the products are in transit.

The same way the inventory in boxes can be seen, users can see the inventory in units when the "Sell By Units" option is activated in the company settings. 

Instructions:

Ui steps
sizesmall


Ui step

Go to Inventory > Click on Inventory Summary > Select the Inventory In Units link. 


Ui step

Within this screen, you will be able to see information about the available inventory in units. The user will have the option to search for a specific product by clicking on the Search button and entering the product name, category or unit type. 

Arrival Date and Aging Information

There's a setting that will allow users to visualize the aging and arrival date of products in units. You can sort the items by arrival date or aging by clicking on the column header, as in the next GIF.

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ( "units" , "inventory" )
labelsinventory, units


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


Info
titleInventory In Units for Multi Locations Companies

Multi-location companies has the option of using a Location filter field when searching for products in units, as shown below:

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