- Receiving Inventory
- Select the “Inventory” module.
- Select the filter and select “On Order.”
- Select “OK.”
- Filter by category.
- Search by SKU or Name to find a specific SKU.
- Select the “+” to enhance the inventory item view.
- Click “Receive” to receive the constituent.
- Provide the required information, the optional sections are encouraged:
- Required: Amount Received, Expire Date, Lot/Batch, and
- Optional: Origin, Carrier, and packaging information per base unit.
- Confirm and upload CoA and Packaging slip upon shipment if given.
- Conduct the packaging check and verify that the delivery vehicle met the inspection requirements. Provide any notes if necessary and then sign off.
- Finish by selecting “Save.”
- CoAs/Quarantine
Overview: This is for getting constituents out of quarantine if a CoA was not included in the shipment.
- Select the “Inventory” module.
- Select the filter near the action column.
- Select “Quarantined.”
- Select “OK.”
- Search by SKU or Name.
- Press the “+” to enhance the view.
- Select the drop-down arrow.
- Select “Edit.”
- Always enter the reason for editing.
- Scroll down to the “CoA” section and select “Yes” (this indicates a CoA has been attained, or QC has approved this lot).
- Scroll down further and select “Save.”
- Split Lots
Overview: Splitting lots are primarily used for using partial lots for batches.
- Select the “Inventory” module.
- Search by SKU or Name.
- Press the “+” to enhance the view.
- Scroll to the right, press the drop-down arrow, and select “Split Lots.”
- Enter quantity.
- Enter lot number.
- Select “Split.”
