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

  1. Click on the 'Logistimo' logo to open the application
  2. Log in with the username and password


  3. Click on Inventory
  4. Click on Enter discards

Enter discards

  1. 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


  2. 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


  3. 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


  4. 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

  5. Select the Status of material 


  6. Select the Reason for discard transaction


  7. Click on Save to save the entered details or Cancel to quit


  8. View the transaction on the main screen

  9. 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


  10. The application will prompt you to review transaction before submitting it. Click Send now to submit the transaction or Cancel to quit
  11. 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.