Create Inventory

Manually Creating New Inventory in ION

Objective

This process outlines the steps to create inventory from the inventory page in the ION system, ensuring accurate tracking and management of parts.

Key Steps

1. Access the Inventory Page 0:00

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• Navigate to the inventory page in the ION system.

• Locate the top right button for creating new inventory.

2. Identify Create and Submit Actions 0:14

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• Understand that create actions are typically found in the top right corner of the page.

• Submit actions are usually located in the bottom right corner.

3. Search for the Specific Part 0:24

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• Use the search function to find the specific part you want to create inventory for.

• Example: Search for 'NAS 1306 bolts'.

4. Specify Quantity and Location 0:35

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• Enter the quantity of parts you wish to create (e.g., 500).

• Specify the receiving location (e.g., your desk for inspection).

5. Provide Additional Details 0:48

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• Indicate if this is a first article from a customer or a new supplier.

• Enter the lot number as required.

6. Create the Inventory Item 1:00

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• Click the button to create the inventory item.

• Confirm that the inventory has been successfully created.

7. Verify New Inventory 1:00

• Remove any filters on the inventory page.

• Search for the newly created inventory to ensure it appears correctly.

Cautionary Notes

• Ensure all required fields are filled out accurately to avoid errors in inventory tracking.

• Double-check the part number and lot number before finalizing the creation.

Tips for Efficiency

• Familiarize yourself with the layout of the ION system to navigate quickly.

• Use keyboard shortcuts where possible to speed up the process.

• Regularly update your inventory to maintain accurate records.

Link to Loom

https://loom.com/share/19c117548481430b832813f441d126fd