Inventory Module – Assigning Locations

First Method of Assigning Locations – (With the Move Button) Select the “Inventory” module. Connect your scanner to your tablet using Bluetooth. Select “Move.” Select the lot bar, then scan the lot label. Select the location bar, then scan the location label. Enter the quantity moved. Repeat step 5 until all locations for the lot […]

Inventory Module – Editing or Removing Assigned Locations

Editing or Removing Assigned Locations Select the “Inventory” module. Connect your scanner to your tablet using Bluetooth. Search for your constituent by SKU or Name. Select the “+” to enhance the view. Using the unique ID, locate the lot you’re editing and enhance that lot. Scroll down and to the right. Select the drop-down arrow: […]

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

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, […]

Purchase Orders Module – How to Close Shipments

Select the “Purchase Order” module.  Select the “Complete” filter to view all items that have been scheduled to ship. Find the PO that you are going to close. Press the down-arrow under the “Actions” column for that PO. Then select “Set Status.” Select “Shipped.” This will close out and automatically archive this shipment.

Purchase Orders Module – How to Ship Sales Orders

Select the “Purchase Order” module. Find PO by PO#, customer, product(s), or customer PO#. Select the drop-down arrow and then select “Set Status.” Select “Prepare Shipment (Complete).”  Select “Add.” NOTE: All progress can be saved and continued later. Take a moment and locate the “Save” button at the bottom of the screen. Select “+ Add […]