Inventory System – Inventory Receive Feature – Training Video
Hello and thank you for joining me for this training video. Today we will be covering the Receive 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 Receive Transactions.
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 Location, Vendor, and for customers with Standard or Higher packages, there is also the option for Purchase Orders. Only the location is required to be filled in.
The Pending Transactions area is for the items being received. Simply select, type, or scan the item number into the ‘Select Stock Item’ drop-down and input the quantity. For advanced item tracking users can also input batch or serial numbers as well as expiration dates and more if needed.
Before hitting the ‘Process’ button lets take a look at the options in the Button section. There are options to both prints the label and receipt. Both of these options 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 and label. 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 received 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.