Modules:Mobile Inventory/User Guide

Contents 1 Introduction 1.1 Main points 2 Configuration 2.1 Auto create count list from Front End 3 How it Works 3.1 Creating a Count List in Backoffice 3.2 Loading a Count List 3.3 Creating new Physical Inventory 3.4 User actions 3.4.1 Inventory Name 3.4.2 Setting current Warehouse and Storage Bin 3.4.3 Scaning 3.4.4 Modify counted quantity

Introduction

This is a comercial module developed by Practics Business Solutions, Openbravo's partner, that allows to count all the items in the inventory and it can update the new amount in the inventory.

Main points

It is esential that all the products had been notified in the Products screen to make any process of the inventory.

• Allows counting items Front End
• Allows counting items Back Office
• Allows creating an "on the fly" inventory front end
• Can load a Count list created in Front End
• Supports product attributes
• Supports the module MultiUPC (if installed)
• Can execute custom extension points

Configuration

Auto create count list from Front End

A new preference can be set in order to create automatically a count list when a bin is selected or scanned in front end.

How it Works

Creating a Count List in Backoffice

Counting items from a previously count list created in Back Office is another choice that this module supports.

Let's see how is the process:

First of all create a Physical Inventory

Then we can create a count list using one of the standard ways:

1. Using the Create Inventory count list button

2. Adding new lines with the products to count

Loading a Count List

With this option the user has the ability to load a previously created count list in backoffice.

To do so, the second button should be clicked, the one selected in the below picture.

A popup will apear let the user filter and selecting an inventory to load. After selecting the inventory all the lines to be counted will be shown in the list.

Creating new Physical Inventory

Also known as "on the fly" inventory.

Using the new (*) button, the user can create a new document, allowing to set a name, chossing the warehouse and the storage bin.

After that, the products cab ne scanned to be included in the inventory.

By default, the system will autmatically the name with today's date. User can modify the name of the inventory, select a warehouse and a storage bin, select an atribute and select a reason for the new inventory created.

User actions

The user can change the document properties using the bluse section in the left panel.

Inventory Name

By default the name of the inventory is set to the current date, but it can be modified clicking into the button and setting the new value.

Setting current Warehouse and Storage Bin

When a new document is created, the warehouse will be set with the same value as the one that has the user session. To change either the warehouse or bin, the user must click the button. After that a popup will appear, letting the user choose the new value.

Scaning

The module supports scanning bin barcodes and products. When a product is read, a new line is created or the quantity counted is increased if a line exits with the same product/bin.

Modify counted quantity

A product can be selected in order to modify the counted quantity manually.