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Index

Inventory Locations

 
Use this page to define inventory locations, add stock, and move it. Inventory can be pulled and charged to projects in the Work Orders Material Costs Tab.
 
Inventory Locations
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

HEADER TOOLBAR

3. HEADER TOOLBAR
4

RECORD TABS

4. RECORD TABS
5

HEADER

5. HEADER
 
  • Location ID Field - Required. An alphanumeric ID for the record.
  • Name Field - A name for the record
  • Linked To Field - Required. Read only. Click the helper button to open the Link asset dialog. Select an asset to link to. Inventory locations can be linked to a Location, Building, Floor, Space, or Equipment record.
  • Location Type Field - Type Field
  • Capacity Field - Enter a capacity figure for the inventory location.
  • Capacity UOM Field - UOM Field. Select a unit of measure for the figure in the Capacity field.
  • Sub-locations Section - Use this table to create sub-locations within the inventory location. Stock can be added to sub-locations and moved between them.
6

DETAILS TABLE TOOLBAR

6. DETAILS TABLE TOOLBAR
7

DETAILS TABLE

7. DETAILS TABLE
 
  • Stock # Field - Read only.
  • Sub-Location Field - Select a sub-location from the dropdown list. Values are defined in the table in the header
  • Item Field - Required. The ID of the item linked to the stock. Items.
  • Description Field - Description Field
  • Condition Field - Condition Field
  • Condition Date Field - Date Field
  • UOM Field - UOM Field
  • Stocked Field - The total quantity or amount of the item being stocked. This field becomes read only after the line is saved.
  • Used Field - Read only. The quantity or amount marked as "Used"  in the Stock Move Dialog plus the quantity or amount pulled from inventory using the Pick Inventory Button.
  • Unusable Field - Read only. The quantity or amount marked as "Unusable"  in the Stock Move Dialog .
  • Moved Field - Read only. The quantity or amount marked as "Moved"  in the Stock Move Dialog .
  • On Hand Field - Read only. Calculated as Stocked minus Used minus Unusable minus Moved.
  • Unit Cost Field - A currency field
  • Ext. Cost Field - Read only. Calculated as On Hand times Unit Cost.
  • Manufacturer Field - Manufacturer Field
  • Mfr. Number Field - Mfr. Number Field
  • Serial # Field - A text field
  • Lot # Field - A text field
  • Stocked Date Field - Date Field
  • Notes Field - Notes (Memo) Field
 
Double-clicking a line in the table opens the Stock Move History dialog, a read only view of past moves.