Add Inventory

You are able to manually add Materials to your Locations directly from the mobile device.

Note

The User adding inventory will need to have their Adjustment Values set high enough to allow for the inventory added here.

Prerequisites

Warehouse
Locations
Owner
Project
Materials
Reason Code

Step 1. Open Adjust Inventory section

1. Tap the Warehouse tab, then the General tab.

2. Tap the Adjust icon, or press F4.

Step 2. Add Inventory

1. Press the F4 key to add Inventory. Alternatively, tap Menu or press F3, then tap Add Inventory or press F4.

2. Enter a Location and License Plate .

3. Enter a Material LookUp Code.

4. If your Material is Lot controlled, scan or enter the Vendor Lot number, or tap press F8 to choose from a list of existing Vendor Lots.

Create a new Lot if necessary

1. Tap the + button or press F7 to create a new Lot and Vendor Lot.

2. Ensure that the New box is selected.

3. You can enter a new Vendor Lot ID, or leave it blank to let the system create one.

4. Enter the Manufacturing and Expiration Dates.

5. You can enter a new Lot ID, or leave it blank to let the system create one.

6. Tap Save or press F1.

6. Enter the Quantity of Materials being added to your Warehouse.

7. Enter the Net Weight and Gross Weight of the Materials being added, if necessary.

8. Select a Reason Code from the drop-down list.

9. Tap Save or press F1.

10. If your Material is Serial Controlled, you will also need to create Serial Numbers for the Shipment. A screen will open for you to do so. Enter them, then tap Submit or press F1.

Last Updated:

06/06/2025

Videos PDFs Support