Manage My Inventory

As sales representative, use My Inventory to assess route inventory based on products loaded in trucks and reloading requirements. Each sales representative is assigned to route. Sales administrators can use My Inventory to manage inventory details and reload activities.

As a sales administrator, you can use My Inventory to:

• Manage route inventory details

• Manage inventory reload details

Types of Inventories

Both Route Inventory and Inventory Reload support two types of inventories:

• Sellable: Consists of items that are for sale

• Non-Sellable: Consists of items that aren't for sale

  Note:

  • When route assortment isn't available, non-sellable items are hidden.

  • When an item isn't included in the route assortment, it's considered as sellable.

Manage Route Inventory

You can view the inventory of your delivery vehicle to ensure it's well stocked at the beginning of the day. You can view your route inventory report and edit the report during the day until you check out of the route.

To view and edit My Inventory:

1. Sign in as the sales representative.

2. From the Main menu, tap My Inventory.

3. On the Inventory List page, expand Sellable Inventory or Non-Sellable Inventory.

4. Specify the Sellable reason and Unsellable reason.

5. Expand each inventory to view Inventory attributes and their related details. You can edit the actual count as needed during your visit by tapping the Edit icon.

6. Tap Save.

To view distribution center details:

1. on the Inventory List page, tap the Action menu to select View Distribution Center Details.

   This displays distribution center details like distribution center name, territory manager and sales representative assigned and so on.

To sign and print route inventory:

1. On the Inventory List page, tap Sign and Print from the Actions menu.

2. Administer your signature and enter the signed date.

3. Tap Print to generate a .pdf file for the route inventory report on your mobile device.

   Use the print functionality provided by your PDF Viewer to print the document.

Manage Inventory Reload

You need to reload your inventory, you can view the inventory reload report to load your delivery vehicle with the required shipments for fulfilling the sales orders.

You can view your inventory reload report to review the inventory transactions at any point during delivery before route check out.

To view and edit your inventory reload report,

1. Sign in as the sales administrator.

2. From the Main menu, tap My Inventory.

3. On the My Inventory List page, tap the Inventory Reload subtab.

4. Expand each inventory to view Inventory attributes and their related details. You can edit the load and unload fields as needed by tapping the Edit icon.

5. Tap Save.

To view distribution center details:

1. on the Inventory List page, tap the Action menu to select View Distribution Center Details.

   This displays distribution center details like distribution center name, territory manager and sales representative assigned and so on.

To sign and print the inventory reload report:

1. Tap the Actions menu.

2. Administer your signature and enter the signed date.

3. Tap Print to generate a .pdf file for the route reload report on your mobile device.

   Use the print functionality provided by your PDF Viewer to print the document.