Table 1-1 Standard Tasks and Operations
Task/Operation | Description |
---|---|
Saving |
Retains the information until it is used again. If you are creating a record or updating a record, use Save or Suspend. To save information under a different name, use Save As… on the toolbar at the top of the page. You can save similar information as a list and used again like a template from which to create new Orders/Requests/Transfers, etc. These Lists can be added to or subtracted from. A pre-saved List provides a more convenient starting point by pre-populating new Items with common Items. Once you have created a new document and added the Items you would like to appear in the List, you can save the Items as a List. To save as a List: |
Adding Items |
You can add items to documents throughout many pages. Although the items vary depending on the document, the concept is the same. |
Booking |
Submits and finalizes your order, request, transfer, etc. |
Printing and previewing |
Both functions open a PDF document of the current information in you browser, and then you can use the PDF Print button to print. Not all pages allow printing. |
Deleting items and documents |
Removes items that you no longer need from a record or documents (for example, purchase orders or receipts). For example, if a vendor was out of an item that was on the purchase order, you would remove it from the receipt so that it does not get received into the inventory. |
Selecting and deselecting all check boxes |
You can select or deselect all check boxes on a page by clicking the check in the blue header that appears above lists with selectable items. Note: Selecting/deselecting check boxes using this method affects lists that span multiple pages. |
Parent topic: Introduction to Inventory Management