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Andres Toledo

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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”

Summary tab.

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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.

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Ui step
Make

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

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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 users to remove items in the inventory. In order to do so, follow the steps below:

Ui steps
sizesmall


Ui step

Go

to

to Inventory > Inventory Summary 

Search


Ui step

 Search for the product to remove > Go to

the

the "Actions column"

>

 > Select the option Delete.

The


Ui step

 The item will be deleted. To remove items massively, read .

 

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Warning

Please take into account when deleting items from the inventory, the item will not be deleted in the Purchase order or Prebook. The item will be deleted only in the Inventory and AWB record.

 




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