To update your existing Inventory, select the Inventory option form the Admin menu.
Step 1: Search the inventory item by expanding the inventory category or entering the name in the search field:
Step 2: Select the manage (pencil) button for one of the items in the list:
Step 3: Update the existing details, switching between the tabs at the top to ensure all details are updated. All the fields with the red * icon must be completed.
Default Class: This is the default behaviour for this inventory class. You can customise this configuration per job card type.
| Class | Job Card behaviour | Storage location behaviour |
|---|---|---|
| Default (None selected) | Output side | No action |
| Consumables | Input side | Outbounds (Reduces level) |
| Raw Materials | Input side | Outbounds (Reduces level) |
| Merchandise | Output side | Outbounds (Reduces level) |
| Finished Goods | Output side | Inbounds (Increases level) |
| Work in progress | Output side | Inbounds (Increases level) |
Default Storage: Select a default store the inventory must be drawn (input) from or placed in (output). This must be set in order to make use of the auto inbound/outbound functionality if you are linked to Marss.
Config tab: Update the item’s class per job category, if necessary. Set this if you are using the same inventory as input for manufacturing type jobs, and output for sales type jobs.
Packaging Asset Code: Enter the asset category code from MARSS. This will affect output asset packaging linking on your jobs.
Packaging Quantity: The maximum quantity of inventory allowed on/in the packaging asset.
Stock Name: The name of the asset category.
Stock Code: Enter the asset category code from MARSS. This will affect input asset linking on your jobs.
Units tab: Add the different types of units of measure if necessary, e.g. the default can be 1L with an additional UOM as 500ml or 250ml.
Step 4: Select the Save button to update the item OR Select the Cancel button to close the modal, then the item will not be updated.
