IN THIS ARTICLE
- Adding and removing inventory: Overview
- Text Guide
- Navigate to the Entities page
- Add materials to an entity
- Remove materials from an entity
Adding and removing inventory: Overview
Once an entity has been set up, materials added at the material master can be added to specific entities. This is referred to as adding inventory. Any material that is not being stocked in a entity should be removed as soon as possible since the inventory status of all materials will be displayed on dashboards and reports.
TEXT GUIDE
Navigate to the Entities page
1. Click on the Setup tab on the main menu
2. Select the Entities sub-tab from the options on the drop-down list
Add materials to an entity
1. Check the boxes next to the entity to which materials are to be added, multiple entities can be selected at once
2. Click on the Add/Remove materials button
3. Check the boxes next to the materials that are to be added to the entity
4. Click on the Add button
5. The system will display a confirmation message
Removing materials from an entity
1. Check the boxes next to the entity to which materials are to be added, multiple entities can be selected at once
2. Click on the Add/Remove materials button
3. Check the boxes next to the materials that are to be removed from the entity
4. Click on the Remove button
5. The system will display a confirmation message
Tip: Before removing a material from an entity, ensure that the stock of the material in the down to zero by performing a 'stock count' transaction, if it is not already reset to actual physical stock.