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Overview


Excerpt

When adding items to the inventory, the system uses the  "Staging Area" to show products that are in transit and that are still pending to be confirmed into the inventory. The staging area is a transition area used to hold items in transit prior to confirming them into the inventory. Product in the Staging Area cannot be sold.

 



Ui expand
titleManually Adding Items to the Inventory


Ui steps
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Ui step

Go to Inventory > Add Inventory


Ui step

 To add an item to the inventory fill in the following fields

  • Vendor: Enter the vendor name with the first 3 characters and the system will list any vendors that match those characters.
  • AWB: Enter the AWB number, either the full number or the last 4 digits of the AWB.
  • Ref #: Optional field used to add additional information to the product being added. 
  • Customer: Optional field which indicates that the product is pre-sold to a customer.
  • Product: The description of the product that will be added.
  • Boxes: The number of boxes.
  • Box Type: The box type.
  • Unit Type: The unit type. Keep in mind that the unit type is used to calculate the total units per box and the total box cost.
  • Bunches: The total number of bunches in a box.
  • Units/Bunch: The total number of units per bunch.
  • Unit Cost: The unit cost.

  • When using “Stems” the system will multiply BOXES x BUNCHES x UNITS/BUNCH, to calculate the total units. When using “Bunches” the system will multiply BOXES x BUNCHES, to calculate the total units.


The system allows for a Default Unit Type per product to be set on Komet's product list. When adding that product to a Prebook the system will automatically display the Unit Type already configured. To set this option for each product refer to .



Ui step

 Click on the green "Add" button. The line item will immediately appear on the Inventory > Staging Area tab.



Ui expand
titleConfirming Product from Staging Area to the Inventory

Now that the items have been added to the staging area, they need to be transferred to the inventory so they can be sold. In order to do this follow these steps. 

Ui steps
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Ui step

Go to Inventory >> Staging Area, and search for the product item that you wish to confirm.


Whenever updating product from the Staging Area, through Actions >> Edit, that comes from a Purchase Order, these changes will be reflected on the Purchase Order as well.



Ui step

Click on the check-box located on the left hand side of each line item to select specific lines or select all items. 


Ui step

 Click on the “Confirm Products” button.


Ui step

The items will be transferred to "Inventory Summary" and are now available to be sold.

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Ui expand
titleViewing Inventory

To access the inventory:

Ui steps
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Ui step

Go to Inventory >> Inventory Summary. 


Ui step

 Use filters to find the product that was confirmed.


Ui step

To make any changes on the product line, go under the "Actions" column and click on Edit, update the items, and click on Save. These changes will not be reflected on the original Purchase Order, if it comes from one.


Ui step

 The "Edit Product" window will pop up. Here, you can make all the necessary changes to the product. 


Ui step

 When you're done, click on Save.

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titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "inventory" , "add-inventory" , "add-items" )
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(lightbulb)Roles enabled to perform this action:  Admin, Sales Manager, Procurement User, Inventory.


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