Inventory Actions

A guide on splitting, moving, scrapping, and adjusting an inventory line.

Access Inventory Item Details

The Actions button (the three vertical dots in the “Actions” column of each inventory row) provides quick access to essential inventory operations and detailed information for every inventory item.

How to Use

1. Locate the desired inventory row in the Inventory table.

2. Click the three dots (…) under the Actions column.

3. Select the action you wish to perform (Split, Move, Adjust, Print).

4. Follow the prompts or complete the necessary fields to execute the action.

The Actions button (the three vertical dots in the “Actions” column of each inventory row)

What You Can See

Clicking the Actions button opens a panel displaying key details for the selected inventory item, including:

• Part Number

• Revision

• Inventory ID

• Inventory Status (e.g., Available, On Order, Kitted)

• Quantity

• Current Location

• PO Number (if item was purchased)

• Run Number (if item was internally built)

This information gives you a snapshot of the inventory item’s current state and traceability.

What You Can Do

Within this panel, you have access to several critical inventory management actions:

1. Split Inventory

   1. Divide an inventory lot into smaller quantities.

   2. Assign split quantities to different locations as needed.

   3. Useful for distributing stock across work centers or kitting jobs.

2. Move Inventory

   1. Change the storage location of an inventory item.

   2. Supports physical moves between bins, stockrooms, or work centers.

3. Adjust Inventory

   1. Update the recorded quantity to match physical stock.

   2. Use for correcting count errors, scrap events, or reconciliation activities.

   3. When adjusting inventory, the workflow will allow you to capture the rationale or reason for the adjustment as a comment tied to the inventory item. This can include notes such as “cycle count discrepancy,” “scrap,” or “found extra stock,” providing a clear audit trail and supporting compliance requirements.

4. Print Label

   1. Generate and print a barcode label for the inventory item.

   2. Useful for tagging items during receiving, kitting, or transfer processes.

A Guided Walkthrough: Splitting Inventory

This procedure explains how to split inventory items in the inventory table. Common use cases include cycle counts and partial inventory moves—for example, when R&D quickly pulls 20 washers from a lot of 300 for an untracked prototype build.

Step 1: Access Inventory Item

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• Navigate to the inventory table page.

• Click on a specific inventory item that has a quantity greater than 1.

Step 2: Select Split Action 0:29

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• Locate the actions menu on the left side of the screen.

• Click on the 'Split' action.

Step 3: Choose Split Type 0:37

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• Decide whether to make an even split or a custom split.

• For an even split, select the number of lines you want to split into.

• For a custom split, enter the specific quantity you wish to split.

Step 4: Check Inventory Allocation 0:57

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• Ensure that the total quantity you want to split does not exceed the available inventory.

• If there is a shortfall, fulfill the required quantity before proceeding.

Step 5: Update Locations (if necessary) 1:19

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• If you need to change the locations of the split inventory, adjust the location settings accordingly.

Step 6: Execute Split 1:36

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• Click on the 'Split Inventory' button to execute the split.

Step 7: Confirm Split Success 1:50

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• Look for a successful split notification.

• Verify the updated inventory quantities to ensure they reflect the split.

Cautionary Notes

• Ensure that the total quantity being split does not exceed the available inventory to avoid errors.

• Double-check location changes to prevent misallocation of inventory.

Link to Loom

https://loom.com/share/9f6c4cf548b44937933f433a7735fd56