The Inventory Listing is a section of the inventory module on where all Inventory items are stored. Using this section we can manage our inventory items.
To access the Inventory Listing, Login to the portal using an admin credentials
On the home page click on BASIS, Inventory, and Inventory Listing. From here you can get started on uploading your inventory items
UPLOADING INVENTORY ITEM
To upload your inventory items click on the UPLOAD/DOWNLOAD ribbon
click on Download Excel
Save the InvMastUOM.xlsx file in your computer
Open the file and now we can fill out the form with our inventory items
See table definition below
- Item code – Item code or Product Code
- Barcode – This will hold the UPC code
- Description – desciption of the item
- Warehouse – Warhouse number
- Location – Item Location
- OnHand – Onhand Quantity
- Serialized – Set to 1 if an item is serialized otherwise 0.
- LotNo – Set to 1 if an item is lot numbered otherwise 0.
- Retail – set to 1 if retailed otherwise 0.
- Cost – unit price
- UOM – Unit of Measure (eg. EA (each),PK (Pack), FT ( Feet), KG (Kilo). etc.)
- Conversion Factor – shows the multiplier for the unit of measure. e.g. A Box that has a dozen of the item will show
12 as a factor. - Primary UOM – Show the primary unit of measure (eg. EA (each),PK (Pack), FT ( Feet), KG (Kilo). etc.)
- AllowFraction – Set to 1
- OnHold – Set to 1 if the item is on hold
Sample excel with inventory items inside
To upload the inventory items click on Upload Excel
Click on select file and navigate to the location on where you saved the InvMasUOM file
Select the upload type and then click on Upload.
All inventory files are now uploaded.
INVENTORY MODULE NAVIGATION
ACTIONS SECTION
- Add – click to add an item
- Delete – Click to delete a selected item
- Generate Text – Click on this button to sync your items with the BASIS App
- Generate Print Files – this will generate print files
- Clear Selection – click on the button to clear selected items.
FILTERS SECTION
- Filter selection field – An item can be searched using this field.
UPLOAD AND DOWNLOAD SECTION
- UPLOAD – use this to upload the InvMastUOM form
- DOWNLOAD – use this to download the InvMastUOM form or download selected items.
NAVIGATION BUTTONS
Page selection button – click on the page number to switch page
Page Display Section – click on the drop down to choose the number of items to be displayed on a page. Maximum
is 100 items
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