Inventory Overview

The Inventory Overview allows you to easily manage and monitor your entire inventory across all sites and locations with a centralized overview of stock levels.

Permissions

To view and edit items in the Overview page the user account requires specific permissions:

• View Inventory Overview: Allows access to the Management page.
• Edit Inventory Overview: Enables ability to add Inventory Items and Link Inventory.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

Adding Inventory

Adding inventory to your system ensures accurate tracking and management of stock across different locations and sites. This guide walks you through how the inventory addition process works, including handling duplicates and understanding system prompts.

How Adding Inventory Works

Inventory can be added to a specific location at a site. If the inventory item already exists at the selected location, the system will prompt you to confirm whether you want to increase the quantity of the existing inventory.

To add inventory:

1. Open the Inventory Overview page

2. Click the Add Inventory button

3. Search & select the desired inventory item to add inventory for

4. Enter the quantity to add in the Batch Quantity field, the amount added is the entered batch quantity multiplied by the batch size

5. Set the unit price

6. Select the location

7. Click the Add button

Adding a Completely New Item

If no existing inventory is found at the selected site and location:

• A new inventory entitlement is created for the selected site and location
• A stock input record is created for the specified quantity and related to the new inventory entitlement

Handling Existing Inventory

When an inventory item already exists at the selected location, you’ll see the following prompt:

Inventory Already Exists
Inventory already exists at the selected site and location. Would you like to add the specified amount to the existing inventory?

You can confirm to merge the quantities or cancel to review the details.

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Notifications and Feedback

• Success: A success notification confirms the addition of inventory, including the item name and site location.
  Example:

  Success!
  Added Inventory for Item A to Stock Room 1 at Site 1.

• Errors: If an error occurs, the system displays an alert with details to help diagnose the issue.

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Transferring Inventory

Inventory can be transferred between locations at the same site or from one site to another. This ensures smooth operations and proper stock allocation across your facilities.

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How Inventory Transfers Work

When transferring inventory, the system always sends items from the location of the selected inventory item. The transfer process is designed to give you precise control over the quantities being moved.

Transfer Window Overview

The transfer window provides essential details about the selected inventory item:

• Batch Size: Displays the current batch size for the inventory item.
• Current Quantity: Shows the total available quantity at the location.

Specifying Transfer Amounts

• Batches to Transfer:
  Entering a value in this field multiplies the specified number by the Current Batch Size to determine the total quantity to transfer.

• Units to Transfer:
  Entering a value here directly adds the specified amount to the transfer, regardless of the batch size.

Transferring Specific Quantities

To transfer only the amount entered in the Units to Transfer field:

1. Leave the Batches to Transfer field blank.
2. Alternatively, enter 0 in the Batches to Transfer field.

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To learn more about inventory transfer processes, see Inventory Transfers.

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Linked Inventory

Inventory Items can be linked to one another which enables use of the linked inventory in the Recipe Builder.

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Inventory Overview Table

The Inventory Overview table displays detailed information about each inventory entitlement record, making it easy to review and manage inventory.

Inventory Item SKU	Inventory Item Name	Inventory Item Category	Inventory Site	Inventory Location	Inventory Total	Unit of Measure	Linked Inventory	Transfer Inventory
Number	String	String	String	String	String	String	Action Button	Action Button

• Inventory Item SKU: The Stock Keeping Unit, a unique numerical identifier assigned to each inventory item. It facilitates precise tracking and management of inventory items.
• Inventory Item Name: The official name or description of the inventory item. This provides a clear and recognizable label for each item in the inventory.
• Inventory Item Category: The classification of the inventory item (e.g., "Beverages", "Produce", "Dairy"). Categorizing items aids in organizing inventory and simplifies searching and filtering.
• Inventory Site: The specific site or location where the inventory item is stored. This helps in managing stock across multiple sites and ensures items are allocated correctly.
• Inventory Location: The exact location within the site where the inventory item is kept. Detailed location information enhances the efficiency of inventory retrieval and management.
• Inventory Total: The total quantity of the inventory item currently in stock across all locations. This provides a consolidated view of stock levels for each item.
• Unit of Measure: The unit used to quantify the inventory item (e.g., "kg", "liters", "pieces"). Consistent units of measure are crucial for accurate inventory tracking and reporting.
• Linked Inventory: Action buttons that allow you to perform tasks related to the inventory item:
  • View Linked Inventory: Opens a detailed view of all linked inventory records associated with the item.
  • Manage Links: Provides options to link or unlink inventory items for better organization and management.
• Transfer Inventory: Action button that enables you to transfer inventory between locations and sites

Searching the Table

The search bar helps you filter the table to find specific inventory records. You can search across all columns to quickly locate items.

Tip

To filter inventory items based on their total quantity, use search queries with the following operators:

• Greater than (>): e.g., total:>100 displays items with a total quantity exceeding 100.
• Less than (<): e.g., total:<50 displays items with a total quantity below 50.
• Equal to (=): e.g., total:=75 displays items with a total quantity exactly equal to 75.

Example Usage:

• Entering total:<50 in the search bar will filter the table to show only items where the Inventory Total is less than 50.
• Similarly, total:>100 will display items with a Inventory Total greater than 100.

These filters help you quickly identify items that need replenishment in certain locations, or have excess stock, enhancing inventory management efficiency.