Inventory System – Inventory Move Transaction
Hello and thank you for joining me for this training video. Today we will be covering the Move Transactions for Stock Items. We will also cover some configuration options which are limited to customers with a “Standard or Higher” package and Administrators for ASAP Systems’ Inventory System
We will start off by loading the Move Transaction from the sidebar. 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 a new location the items will be moved to, The Pending Transactions area is for the items being moved. Simply select, type, or scan the item number into the ‘Select Stock Item’ drop-down and input the quantity. For advanced item tracking users will need to use the Inventory ID instead of Stock Item #..
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 moved 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.