IN THIS ARTICLE
- Discards: Overview
- Video Guide:
- Enter discards
- Text Guide:
- Navigate to the Enter discards tab
- Enter discards
Discards: Overview
When stock is discarded/wasted in an entity due expiry, damage etc, a 'discard' transaction is performed on the application. On performing a discard transaction, the current stock of the material discarded will decrease.
VIDEO GUIDE
TEXT GUIDE
Navigate to the Enter discards tab
- Click on the 'Logistimo' logo to open the application
- Log in with the username and password
- Click on Inventory
- Click on Enter discards
Enter discards
-
a. View the total number of materials across all categories next to the page title
b. View the total number of materials within a category next to material tag name
c. Select the material tag to view materials within that category
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a. Click on forward arrow button to view more materials. Only 10 materials are shown at a time
b. View the current stock and the last updated time for each material. The quantity is color coded based on inventory status
- red: zero stock
- black: normal stock
- orange: < min.
- purple: > max.
c. Select a material by entering the name in the field and clicking on the material from the resulting list or alternatively, scroll through the material list and click on the material name -
View following details of the material:
a. Stock on hand: this is the total quantity of material at the entity (Available + Allocated)
b. Min: the minimum quantity of material that should be stocked
c. Max: the maximum quantity of material that should be stocked
d. Allocated: how much quantity of the material is already allocated for use, and thus not available for transactions
e. Available: the quantity of material available in stock (Stock on hand- Allocated)
f. In transit: the quantity of material that has already been dispatched and is on the way to this entity
g. Updated: the date and time stamp that shows when the information was last updated
- Enter the quantity of material to be discarded, from one or more batches. The Manufacturer, Manufacture date and Last updated time stamp will be displayed below the field
Note: This step is applicable ONLY for materials which are batch managed. For non-batch managed materials, enter the quantity of material to be discarded in Discards field and proceed to step 6
- Select the Status of material
- Select the Reason for discard transaction
- Click on Save to save the entered details or Cancel to quit
- View the transaction on the main screen
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Click on Send to save the transaction or Clear all to quit
Note: Multiple discards can be performed in a single discard transaction. Continue in the same manner for all the materials to be discarded. Once a material is discarded, a red flag will appear near the category to indicate the categories within which discards have been performed
- The application will prompt you to review transaction before submitting it. Click Send now to submit the transaction or Cancel to quit
- A pop-up will display 'Inventory successfully updated' message. Click on OK to continue
NOTE: If the 'Inventory updated successfully' message is not displayed, then the discard transaction is not complete.
TIP : To view recently created transaction navigate to Inventory > Transactions page. For reference, see 'How to view transaction history?' article.