In this article you will learn about unit inventory management (UIM), how to set it up, use it, and learn about frequently asked questions.
User Roles: Admin, Inventory, Procurement Manager, Procurement User, Sales Manager, and Scanner.
This feature is currently on the beta testing phase, so access is limited to testing companies. Once this feature becomes available to everyone, we’ll let you know via email or our in-app notifications.
Table of Contents
What is Unit Inventory Management?
Unit Inventory Management offers businesses more flexibility and efficiency in managing their live inventory using special labels and features that facilitate warehouse management when selling products in bunches.
Some of these functionalities include settings to turn UIM features on or off at the location level for multi-location companies, distribution and bunch labels to track inventory in units, automated scanner options, and open boxes reports.
Setup
This section contains the steps you need to follow to enable and customize the Unit Inventory Management feature.
Requirements
To successfully implement UIM in your operation, you will need the following requirements:
2”x2” size labels for the Box Labels.
4”x3” size labels for the *** labels.
Have the “Sell by Units Only” and the “Allow Overselling” settings deactivated.
If you are a multi-location company, you will need to set up this feature in each location.
Complete the setup described in this article.
When UIM is enabled, UPC labels will be replace by Open Box and Bunch labels.
Step One: Enable the UIM Feature
To begin managing your live inventory in units, you must first enable and set up the UIM from the company’s settings.
To enable UIM, do the following instructions:
Go to Setup and select Settings.
Click on Unit Inventory Management from the Inventory group of settings.
Check the box in the modal to enable the feature.
Select if you want to include Vendor information on the bunch labels.
Select the date that will be displayed on the bunch labels.
Select if you want to encode the date on the bunch labels.
Click on Save.
When you enable UIM, the system will create a new carrier named POS CHECKOUT with the carrier code POS Checkout. When products are scanned or marked as shipped from the order entry, the system will assign this carrier to those products.
For Multi-Location Companies:
The UIM feature is managed on a location basis, you will find the Unit Inventory Management settings in the Setup > Settings > Locations tab.
Step two: Set up the Default Printer
To have the system automatically print bunch labels, you must set the default printer for the bunch labels.
To set a default printer, do the following instructions:
Go to Setup and select Settings.
Click on Manage Remote Printers from the Shipping group of settings.
Click on Add new printer.
Add the name of the printer.
Select POS CHECKOUT as a carrier.
Select Open Box Labels as the document type.
Optional: Modify the number of copies you want to print for these labels.
Check the Default box and click on Save.
Once the default printer is set, the system will automatically print the open box labels when opening boxes from the Inventory Summary and Add Order screens.
If you don’t set up a default printer for these labels, the system will print them as a PDF file when doing from the system but will prevent scanner users from printing and processing UIM orders.
UIM Box Swaps
When opening boxes with the scan gun, the system will verify if the box is available to be opened. This means that it will check if the box has been sold, marked as don’t open, if it belongs to a PB, if it is open, or if the labels have been printed.
Depending on which of these criteria is met, the system will continue the process and mark the box as open and print the labels, or it apply one of the following swaps:
Box Swap. When the scanned box is sold or marked as don’t open, the system will look for another box with the same products and lot #. Depending on box availability, the system will do one of the following actions:
If there’s another box open: the system will check if Bunch labels were printed for that box; if they were, the system will ask the user if they wish to reprint the labels, or if they have not been printed yet, the system will print them on the default printer.
If there’s no other box open: the system will open the box and print the labels in the default printer.
Unopened Box Swap. When the scanned box is sold, the system will search for another available box with the same lot #. Depending on availability, the system will do one of the following actions:
If there’s another box available: the system will automatically swap the box’s information and print the bunch labels for the scanned box.
If there’s no other box available: the system will display an error message telling the user to return the box to the original rack position
Open Boxes Report
The "Boxes Pending to be Open Report" is available for users with access to the Inventory Summary screen. With this report, you can see which boxes have been opened in the system but not physically. When a user selects this report, the system will take the information based on search filters and request a date range for the report. This date range is limited to 60 calendar days.
To create this report, do the following instructions:
Go to Inventory and select Inventory Summary.
Multi-location company users will also be requested to select the location the report will consider. It is only possible to make a report for one location at a time.
FAQs
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