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Inventory Actions

Clear Allocation

Inventory items that are partially, or fully allocated to one or more projects can be unallocated, thus freeing them up, making them ‘Available’. Once unallocated, the items can be subsequently allocated to a different project.

On the Mobile App, the Clear Allocation menu option appears if you tap on an item that is currently Allocated. It's hidden if the inventory is already unallocated.

Reallocate

Use ‘Reallocate’ to assign an inventory item from one project to another (i.e., from Project-A to Project-B (or to a different project/phase combination.

Prior to reallocation, this inventory item would NOT have been ‘Available’. Post-reallocation, the item still will not show as ‘Available’, as it has simply been reallocated to a different project, not freed-up as with ‘Clear Allocation’.

Move Location

Crows Nest provides a user-defined list where you can create your own 'Locations’. Think of ‘Locations’ as aisles and bins in a big-box warehouse.

(i.e., Moving a bunk of sheet goods - From: Aisle-1, Rack-1, Shelf-B, to: Aisle-2, Rack-3, Shelf-A.

Consume

As items come in from vendors, inventory numbers increase. To maintain the integrity of inventory quantities of items ‘On-hand’ and ‘Available’, items being cut, machined, assembled, or shipped must be ‘Consumed’, because they are leaving inventory. The inventory quantities are therefore reduced.

Add New Inventory

When setting-up your inventory database initially, this option gets used quite extensively. Sort of like moving banking from one bank to another, you would start off a new bank account with a ‘Beginning Balance’. If you wanted to create inventory with a balance, without having to dig-up purchase orders and add them to Crows Nest, just to create your starting balance, use the option to 'Add New Inventory.

Adjust Qty

This option allows you to adjust the current quantity of an inventory item by entering either a positive value (plus) or a negative value (minus) to reconcile/balance an actual hard count to what is currently being reported as on-hand.

Useful when the discrepancy in quantity is neither due to the number received-in, nor the number consumed, but rather damage or shrinkage.

Verify

This option allows you to record a transaction record with a date/time stamp indicating that someone has literally done a hard count and verified that the quantity of the item is correct.

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