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Place your Disposable items without an expiration date in this category: the quantity of these Consumable items simply decreases after check-out or increases 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.

Easy Item Check-In

The quantity of Consumables without Expiration can be increased without carrying out the Transaction workflow step-by-step, but check-in logs will still be created by the system to help trace back inventory movements.

There are two options available:

  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:



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: 

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 stay 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. 

Learn more about the related Transaction workflows on the following pages:  Consumables without Expiration Check-In, Consumables without Expiration Check-Out and Consumables without Expiration Reconciliation.

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 without Expiration, you will find the item's QR-code, ID Number and the + Add barcode option that allows you to add one or more barcodes to your item.

  • Print the system-generated QR code of specific items to label your physical stock.
  • Apply one of the available scanning solutions to paste the barcode of your items.

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

Find out more on How to Detect Items in Your Inventory here.

Low Quantity Notification Email 

Define the lowest amount allowed for a Consumable without 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 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 of a Consumable without 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 without Expiration from Setup Sheets, you can inquire about the cost of items consumed during events 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 withOUT 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.