Issuing Inventory

Updated by Cheryl Wallace

Watch this video on checking out and returning inventory in the browser and in the Mobile app.
  1. Click Transactions then click Issue / Return. By default, the following fields are set:
  • Use Current Date & Time? is selected by default. Remove the check to manually enter a date and/or time other than the current.
  • Stocking Point is populated by default if there is only one stocking location. Override the stocking location if necessary.
  • Print after saving? and Email after saving? will use the last settings. Override these defaults if desired.
  1. Specify the Entity for the personnel or non-stocking location for this transaction. Type or scan the entity ID in to text box. If the ID is not known, choose the entity from the drop-down list in the next field after typing a partial name to filter the list.
  2. Select the Transaction Type drop-down List. The basic transaction type is Issue to check out inventory. Other transaction types might be available for your organization for specific purposes. Optionally select a Due Date to apply to all inventory expected back.
Use the Sold transaction type to remove the item ID (and quantity, if applicable) from inventory. This can be used when sending inventory to auction, selling off inventory to employees, etc.
  1. Add any additional information for this transaction including Reference, Notes, costing information, or Work Order No.
  2. Record all inventory being checked out.
    1. Scan or type the Item ID field or click to search. The item ID will be transferred to the grid below with the Qty of 1.
    2. Adjust the quantity to be issued for non-serialized inventory if necessary by modifying the Qty on the row for this item ID.
    3. Modify the Due Date on the row for this item ID, if required.
    4. Enter the Cost Code on the row for this item ID if Job and Sub Job cost coding options have been selected for the transaction.
  3. Click to process the issue transaction and check out the inventory.

See also:

​Copyright © 2020-2024 ToolHound Inc. All Rights Reserved.

How did we do?