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Place your Consumable Items with Expiration dates in this category: these items are identified by batches based on expiration dates. 

The expiration dates of this type of consumables can be registered in the Transactions tab upon check-in.

Lost or broken items can be deleted from the total quantity by Reconciliation.

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Item Properties

Details

Add a description, general information and photos about your items in the Details tab:

Move the item to a different cabinet with the Cabinet dropdown.

Notes added to the Extra Notes field become searchable in the global inventory search field on the Catalog page:

Item List

The Item List tab breaks down the available quantities of an item by location.

Batches

Consumables with Expiration items are also grouped into batches by expiration date.

Quantities of the same expiration date are considered the same batch, even if the items are located in multiple locations, therefore have identical QR-codes.

QR-code Detection

For Consumables with Expiration, QR-codes are assigned by batch. Each QR-code can be retrieved and printed from the Print QR Code column by clicking on the printer icon. 

Note that batches are not assigned unique serial numbers (the ID number refers to the item); batches are only differentiated by their date of expiry

Look up an item by QR-code, name or ID number to access every existing batch of the item. How to Detect Items in Your Inventory.

Easy Item Check-In

The quantity of Consumables with Expiration can be increased without carrying out the Transaction workflow step-by-step, but the system creates check-in logs in the Transaction history each time you add items in the Item List tab. This was you can trace back when items were stocked:

There are two options available for Easy Item Check-In:

  1. Add items to any available location with the +Add New Items button:



  2. Increase the quantity at each batch or location with the Add new items option you can access via Edit:


    After selecting the option, a popup will open where you can put in the quantity you want to add:

Easy Item Transfer

Transfer quantities from one location to another without conducting multiple transactions. Similar to easy check-in, the system will automatically create transaction logs for any transfer made with this method.
Access the Move to Another Location option via the Edit button included at each location or batch: 


The Easy Item Transfer process creates two transaction logs in Transaction History: one for Check-out and one for Check-in.

To perform easy check-in or easy transfer, users must have the Transaction Assignee privilege activated in their user profile. If they do not have it, the Edit option will be inactive.

 The + Add new items button is not available for users without the Transaction Assignee privilege.

Easy Item Check-Out 

You can add items to check-out directly from Item List with the help of the Add to Cart option: this will open a new cart for check-out where you can continue with the check-out workflow.

Transaction Assignee privilege is not needed for the Add to Cart option. 

Identification

Every item, including existing items in your Inventory, will get assigned a unique, searchable, system-generated ID number. You can look up items by complete or partial ID numbers in any search field. 

In the Identification tab of Consumables with Expiration, you will find the item's unique ID Number and the + Add barcode option that allows you to add one or more barcodes to your item:



Apply one of the available Recommended Barcode and QR Code scanning solutions to paste the barcode of your items. How to Detect Items in Your Inventory.

Make sure that the cursor is active inside the barcode field when scanning. 

Settings

Low Quantity Notification Email 

Define the lowest amount allowed for a Consumable with Expiration before having to restock. 
If the Low Amount is defined for the item, you can switch on an automatic notification email that will warn every user in the system with Inventory Manager (full control) privilege about running low on the item: 

Low amount email is only being sent out when items are checked out, not when requested or reserved in a Setup sheet. Therefore, it is recommended to always run a Forecasting report before events.

A Low Stock icon  will also appear next to an item on the Catalog tab when its quantity has dropped below the defined low amount: 

Costs of Consumables

You can add the cost per piece of Consumables with Expiration item in the Cost field of the Cost tab. This tab also contains:

  • a drop-down to provide the Unit of the item
  • a Description field for notes
  • and an option to enter Purchase Order Number(s) / PO Number for the item.

After checking out Consumables with Expiration from Setup Sheets, you can inquire about the cost of items consumed during events (i.e. event-related consumable items) in the Cost report:

The Cost report only tracks the cost of items checked out via Setup Sheets, therefore the cost of used up items not related to events are not logged

History

The History tab of Consumables with Expiration lists the Transaction history logs of an item. Each entry is timestamped and includes other important details such as:

  • the Type of the Transaction,
  • Quantity: the total number of items of the transaction,
  • Storage Location,
  • the name of the Transaction Assignee responsible for the equipment,
  • the title of the related Event.

Learn more about the Inventory Manager on our Inventory - How to pages, and watch the Inventory Manager Training Videos.