Inventory System – Inventory Issue Transaction – Training Video

ASAP Systems, an 𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗦𝘆𝘀𝘁𝗲𝗺 provider for businesses of all sizes and a large variety of industries such as Distribution, IT Companies, Fire-EMS Departments, Government entities, Education, Military Installations and much more.

“Hello and thank you for joining me for this training video. Today we will be covering the Issue Transactions for Stock Items. We will also cover some configuration options which are limited to customers with a “Standard or Higher” package and Administrators. We will start off by loading the Pick or Issue Transaction from the Sidebar on the left. The transaction page has three distinct areas. There is the Top Info Section, the buttons, and the Pending Transaction section. The top info section is for users to enter the information related to what or who the items are issued to. The Pending Transactions area is for the items being issued. Simply select, type, or scan the item number into the ‘Select Stock Item’ drop-down and input the quantity. If the item(s) are in multiple locations, the user will need to specify where the items are coming from.

For advanced item tracking users will need to use the lot or serial number, called the Inventory ID instead of the Stock Item #. Users of Standard or Higher packages will also have the option to use Sales Orders. Sales Orders will let the user automatically populate the transaction with details including the customer, stock items, and quantities. All that remains is to verify the from location, and in some cases specify the Inventory ID used. Before hitting the ‘Process’ button lets take a look at the options in the Button section. There are options to print the receipt. This option can be turned on and off in the System Configuration. In the System Configuration, specific files can be selected to be generated as the receipt.

Once everything is in order for these options, press the ‘Process’ button. If the transaction needs to be wiped prior to processing, simply press the clear button. Additionally, for customers with Standard or Higher packages, there is also a button to ‘Edit Form’ which will allow for fields to be renamed and hidden based on user security level or be made a required field. After the items have been Issued they can be viewed in the ‘Inventory’ screen and the historical information can be viewed in either Reports or History. Thank you again for joining me for this video. Be sure to check out the rest of our Training Videos for any other questions.