Improvements in Transactions
Simplified Item Detection / No More Transaction Prerequisites
The transaction workflow will bypass the location and assignee selection that preceded item detection. From now on, users in charge of transactions will first 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.
Cart contents persist as long as inventory managers 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 that will result in a new cart.
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 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.
If an item is stored in multiple locations, the Catalog entry for the item will show 'Multiple' in the Locaiton column. To check the exact locations of these items, refer to the new Item list tab included for every item.
Improvements in Item Properties
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:
Every users in the system with Inventory Manager privilege will be notified via their email address provided in their user profile.
Improvements in Setup Sheets
Inventory managers will be able to modify the contents of any Setup Sheet on the spot: not only they can adjust the quantities of items but they can also make new additions to a Setup Sheet without having to enter the related event in the Calendar module.
Partial check-out is also supported which allows inventory managers to check-out the same Setup Sheet in several stages.
After a partial check-out, the users can return later to complete checking out the remaining items.
Overview
Content Tools