Inventory Management
- Silas Canning (Unlicensed)
The Inventory Management module is used to add, modify and/or delete inventory items, and details relating to these items. In this section, we will provide an overview of the tabs that make up the Inventory Management module, followed by detailed instructions on how to complete its key functions.
This module can be accessed via: Operations > Inventory OR Administration > Moveware Setup > Inventory.
Overview of Inventory Management Tabs
Inventory – Details
The Details tab of the Inventory screen changes according to the inventory Type selected. You can click on any of the topics below for an explanation of each type:
Inventory – History
The History tab shows any instance where an inventory item has been used in either the Storage, Jobs or Waybill modules. Records are displayed in descending-date order and include both estimated and actual quantities used.
Inventory – Purchasing
The Purchasing tab shows all Purchase Invoices that relate to an inventory item. Here you can view many details for these invoices, including the number, the status, the date, and so on.
Inventory – Cost Rates
The Cost Rates tab is used to add, modify and/or delete cost rates associated to an inventory item. It is simply another way of accessing the Rates Management module, but rather than displaying all of the cost rates together as in the main Rates Management screen, this tab shows only the cost rates associated to the specific Inventory item selected.
Inventory – Charge Rates
The Charge Rates tab is used to add, modify and/or delete sell rates associated to an inventory item. It is simply another way of accessing the Rates Management module, but rather than displaying all of the sell rates together as in the main Rates Management screen, this tab shows only the cost rates associated to the specific Inventory item selected.
Inventory – Products
The Products tab shows the description and status of any Supplier Product that is linked to an inventory item.
The Functions of the Inventory Tab
How to View Inventory items:
Navigate to Operations > Inventory OR to Administration > Moveware Setup > Inventory. Inventory Items fall into one of eleven default categories: Containers, Crate, Furniture, Labour, Office, Other, Packing, Pet, Storage, Vehicle and Vessel.
How to Add an Inventory Item
In the Inventory Management screen, use the drop box to select the required ‘Type’ (or category) of the new item
From the Details tab, click ‘Add’ and enter all the relevant information
When finished, click ‘Save’
Note: All Inventory Types have a “Status” field that allows for the selected Inventory Item to be temporarily or permanently removed from the Inventory Items listing, if required. You should never delete an inventory item, as this would remove all of the history associated with that item – instead, we suggest changing the status from ‘Active’ to ‘Inactive’, as this will stop the item from being available in future pick lists but maintain the history of its usage.
How to Edit an Inventory Item
In the Inventory Management screen, select the ‘Type’ of item you wish to edit
Select the specific item
From the Details tab, change any necessary information by clicking on the appropriate fields and editing them manually.
When finished, click ‘Save’
How to Delete an Inventory Item
In the Inventory Management screen, select the ‘Type’ of item you wish to delete
Select the specific item
From the Details tab, click ‘Delete’
Moveware will prompt you to confirm the deletion – click ‘Yes’
Note: Deleting an Inventory item is not recommended if it has any history – instead, we suggest changing the status from ‘Active’ to ‘Inactive’, as this will stop the item from being available in future pick lists but maintain the history of its usage.