The Inventory Checks function allows you to record inventory checks that have been carried out on a particular Unit.
Inventory Items and Internal Locations must be set up prior to carrying out these checks.
N.b. You can only have one draft Inventory Check at a single time for each Unit. To create another, the current check has to be moved from draft to completed.
1 - Go to the Properties menu and select 'Units'.
2 - Here you will see a list of all the Units that have been added to the system. Click the Unit you would like to run an Inventory Check on.
3 - Click the 'Unit Locations' tab.
4 - Click 'Edit Unit'.
5 - Click 'Add Unit Location'.
6 - Select a Unit Location by clicking on the desired on. This will add the Location to the Unit.
7 - You will then need to add an Inventory item. Click the 'Inventory' tab.
8 - Click 'Add Inventory Item'.
9 - Fill out the details as seen here.
10 - Click 'Update Unit' to save the Unit Location and Inventory item you have just added.
11 - Once you have saved the Inventory item you can now run an Inventory Check.
12 - Go to the Properties menu and select 'Unit Inventory Checks'.
13 - Here you will see all, if any, of the completed and draft checks that have been carried out on the Inventory items listed, as well as who it was done by and the date it took place.
14 - Click 'Add Unit Inventory Check'.
15 - Click the blue search button to choose which Unit you would like to carry out an Inventory Check on.
16 - The 'Assignee' is who is carrying out the check. Simply type in the name of this individual (the individual must already be saved as a User - see here for how to add a User).
17 - The 'Check Type' shows when the check has been performed. Click the drop-down arrow and choose from the options.
18 - 'Check Date and Time' shows what date and time the check was completed on. Click in the text box to bring up the calendar, and then select a date and input a time from there.
19 - Click 'Create Unit Inventory Check' to set this check as a draft.