11.5 Inventory Management

In the Inventory section, a user is able to perform transactions against the inventory, assign inventory to bins, and view inventory transaction history.

 As with all screens within MarginPoint, the company navigation tree will dictate what inventory items are currently being viewed. Whatever company is selected in the company tree will be the company inventory that is currently being viewed.

This guide will not detail each inventory function that can be performed, but the guide will cover many of the most common inventory transactions Issuing Material

Performing an issue transaction (issuing an item without a requisition) is usually done by a storeroom manager who is responsible for the issuance of material from the storeroom(s) he/she is responsible for managing. The system administrator must have granted permission to issue items from the selected inventory location. The user will also have privileges to issue material against the reference codes used. Issues can only be done for storeroom and mobile storeroom type stocking locations. Issues from POU devices are performed by the machine.

To issue an item

1. At the far left of the home screen, click the Company to display the company navigation tree.
2. In the Company Tree, click the company the item to be issued is associated with.
3. Click the Material Management drop-down.
4. Click the Inventory option in the drop-down. The Material Management > Inventory window will open and display all items assigned to the selected company.
5. In the Transactions box on the ribbon bar, click Issue. The Material Management > Inventory > Issue Inventory window will open.  
   
6.  Use the Stocking Location drop-down to select a location from which the item will be issued
7. Use the Issue to drop-down to select the user to whom the item will be issued.
8.  If custom fields or reference codes have been defined on your account, click the Custom fields or Referenced Codes arrows to reveal and allow for the entry of information in to the fields.
9. The Note field is a free text field used to enter any relevant information about the issue transaction. 
10. Click the Search filed drop-down to display a list of items, and then click the item to be issued.
    
    

    Note: Only items that the user selected in the Issue to drop-down is authorized to issue will be shown. 

    
    
11. Click Add Item to add the selected item to the list below the Searc
12. The item information is displayed, including the quantity on hand:
    1. Type the quantity to be checked out in the Issue Quantity
    2. Click Bins to display a list of bins containing the selected item. If no specific bin is selected and there are multiple bins that contain that inventory item, the system will take the items from the location with the lowest Bin ID value. 

13.   Repeat steps 8 through 11 to issue out multiple items.  Also click the red "X" to the right of              the inventory line to remove an item.  

14.  Click Save to check out the item.

Note:  A user can print an Issue Receipt report by clicking on the selection arrow on the Save button. By selecting Print, the items will be issued to the user and the Issue Receipt will be created and made available for printing.

Note:  If the quantity on hand in MarginPoint 8 software is less than the quantity you are issuing a warning dialog box will open. Click Yes to record the issue transaction.