Inventory Module – Receiving, CoA/Quarantine, & Splitting Lots

  • Receiving Inventory
  1. Select the “Inventory” module.
  1. Select the filter and select “On Order.”
  1. Select “OK.”
  1. Filter by category.
  1. Search by SKU or Name to find a specific SKU.
  1. Select the “+”  to enhance the inventory item view.
  1. Click “Receive” to receive the constituent.
  1. 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.
  1. Confirm and upload CoA and Packaging slip upon shipment if given. 
  1. Conduct the packaging check and verify that the delivery vehicle met the inspection requirements. Provide any notes if necessary and then sign off. 
  1. Finish by selecting “Save.”
  • CoAs/Quarantine

Overview: This is for getting constituents out of quarantine if a CoA was not included in the shipment. 

  1. Select the “Inventory” module.
  1. Select the filter near the action column.
  1. Select “Quarantined.”
  1. Select “OK.”
  1. Search by SKU or Name.
  1. Press the “+” to enhance the view.
  1. Select the drop-down arrow.
  1. Select “Edit.”
  1. Always enter the reason for editing.
  1. Scroll down to the “CoA” section and select “Yes” (this indicates a CoA has been attained, or QC has approved this lot).
  1. Scroll down further and select “Save.”
  • Split Lots

Overview: Splitting lots are primarily used for using partial lots for batches. 

  1. Select the “Inventory” module.
  1. Search by SKU or Name.
  1. Press the “+” to enhance the view.
  1. Scroll to the right, press the drop-down arrow, and select “Split Lots.”
  1. Enter quantity.
  1. Enter lot number.
  1. Select “Split.”
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