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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

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 How to Set Up a the Max Age for Products in your Inventory Products.


Updating an Inventory Item


Ui steps
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Ui step

Click on the Inventory > Inventory Summary tab.


Ui step

 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.


Ui step

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




Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
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 or Prebook.


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 Inventory > Inventory Summary 


Ui step

 Search for the product to remove > Go to the "Actions column" > Select the option Delete.


Ui step

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

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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