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Inventory: Key Features

Updated over 3 weeks ago

I explain the three workflows for creating inventory: receiving goods, production jobs, and manual entry. Each label contains crucial information like quantity, location, item details, and status. I demonstrate how to print, reprint, and delete labels, and show the label creation process from Receiving and Production. Additionally, I cover label management in the Settings tab.

Video Transcript

0:02 Inventory management is really powerful. Inventory is typically created through one of three workflows. The first is through receiving goods that you've purchased from a supplier.

0:12 The second is through production, from a production job that you've created. And the third is what we call manual entry.

0:18 Perhaps you found a box of inventory in a corner. You found a warehouse that you haven't had before. This would be creating that inventory in-digit manually.

0:26 When you create inventory, you print a label for that inventory. And that label will have a number of different pieces of information on it.

0:33 It will have the current quantity in stock, the warehouse location, where that label sits in, the package type, if it's in a box, on a pallet, whatever that may be.

0:41 Did it come from a purchase order or production job? What item is it? What's its status? Is it active, depleted, quarantined, so on?

0:50 Is it nested? So, for example, is this a pallet label that has other inventory labels within it? Along with any custom field or note information that you have for this particular label.

1:02 If you print a label and you lose that label or it gets damaged, you can open up that label detail screen and you can reprint that label.

1:09 You can subsequently delete a label if it was created in error. To create these labels from Receiving, you can go into the Receiving tab, click on a receiving shipment number, either accept or reject an item, in this case we'll accept it, and you can fill this form out to collect print label.

1:27 And when you're done, which case a label will be printed, and it will show up here in this detail screen.

1:33 More of that flow will be shown in the Receiving video. You can also go into Production, go into a production job, and you can go into this production and actually start creating labels as these labels are coming up.

1:49 So in this case, we'll produce 25 pieces of our smartphone case blue, and we'll see that that's added to our box here, or our label 179.

2:00 Once we're done creating this production job and filling up this box with as many pieces as we can, we can then click Print Label to print that label.

2:09 The labels that are being printed and their designs can be managed in the Settings tab. If you go into Settings, and you go into Labels, you can see the default labels that are printed in production and in receiving.

2:23 You can also manage the default labels that are created when you manually create inventory. You can click Enter. You into this to manage all of the different fields that appear on the labels.

2:35 You can toggle visibility of the different fields. You can move them around in their order. You can change the font sizes, and more.

2:45 To manually create inventory, you can go to the Inventory table. You can click Add Inventory. You can select whatever item it is you want to create inventory for.

2:56 And you can fill out the required form to add and print that inventory label into your system.

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