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The latest version of the Inventory module will include new features to aid your inventory management workflow and will also contain important functionality improvements.
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Improvements in Transactions
Simplified Item Detection
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The transaction workflow will bypass the location and transaction assignee selection required up until now that preceded item detection. From now on, users in charge of transactions will first land on the page of the item where afterward they can select a location
For a smoother workflow, as the first step of item detection for transactions bypasses location and transaction assignee selection. Users in charge of inventory transactions search by items where they can select the location of the item after their items have been detected. ....does not require anymore location or transaction assignee
New Cart Feature
Inventory managers can gather multiple items from various locations with the help of the new Cart feature to perform a selected transaction in one go.
A simple transaction initiated from the Transactions tab ties into a newly created cart.
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Starting a new simple transaction (even if it's the same type) from the Transactions tab will discard your existing cart with all its contents. |
detect an item, then subsequently select a location, place the item in their Cart, and are only required to select an assignee in the last step.
New Cart Feature
With the help of the new Cart feature, inventory managers can add multiple items from various locations to a single transaction.
Inventory managers can also save their cart contents for later while going through other tasks in the Inventory module.
Users can create a new cart by clicking the empty Cart icon in the top right corner of the Inventory module:
After adding items to their cart, users can return to the module and continue browsing while their contents remain in the Cart.
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Cart contents persist as long as inventory managers navigate stay inside the Inventory module. If a transaction is not finalized, their cart will be discarded when returning to the Dashboard. |
Transactions can be launched from the Transactions tab as well, which will result in a new cart.
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A new transaction launched from the Transactions tab will discard an existing cart with all its contents if users proceed. Users are warned before creating an entirely new cart. |
Improvements in Location Management
New location fields are implemented in the Inventory module that allow inventory managers to set up storage locations in a more intricate manner/with a greater level of specificity.
Improvements in Item Display
fields will be added to location management to allow a greater level of specificity when setting up storage locations in the Inventory module: users can specify the building, floor, room, and shelf of an item.
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If an item is stored in multiple locations, the Catalog entry for the item will show 'Multiple' in the Location column. To check the exact locations of these items, refer to the new Item list tab included for every item. |
Improvements in Item Properties
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Item List Tab for Every Category
Every item's property editor will have an Item list tab where users can check the exact locations of items stored in multiple locations:
Add to Cart Option
Inventory managers can also add items to check-out right away with the new Add to cart feature:
Low Quantity Notification Email
When setting the Low Amount of an item, users can switch on an automatic notification to warn the staff about running low on the item:
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Every user in the system with Inventory Manager privilege will be notified via their email address provided in their user profile. |
Cost Field for Consumables
Users can add the cost (per piece) of each consumable item in the Settings tab:
Inventory managers will be able to keep track of the cost of event-related consumable items with the help of the new Cost report:
Item Category
Improvements in Setup Sheets
Inventory managers can effortlessly will be able to modify the contents of any Setup Sheet on the spot: they can not only they canadjust the quantities of items
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but
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also can
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make new additions to a Setup Sheet
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without having to go to the Calendar module to edit the related event.
Partial Check-Out
Partial check-out is also supported which allows inventory managers to check-out the same a Setup Sheet multiple times. After a partial check-out, the in several stages. The users can return later to complete checking check-out once the remaining items are restocked or returned from loan:
Since location selection is no longer a prerequisite in the improved transaction workflow, inventory managers do not have to check if every item featured on a Setup Sheet is stored in one location.
Inventory managers will be able to check out the required items on the same Setup Sheet from multiple locations:
Overview
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