If you have enabled Advanced Inventory, you can manage all inventory-tracked items from the Inventory page.
You can do the following to manage inventory-tracked items.
Check in items
There are various ways to check in items into inventory locations.
#1 Check in items from the Inventory page
To check in items from the Inventory page:
1/ Select one or more items.
2/ Click "Action on selected" in the top-right corner.
3/ Click "Check in."
You will see the Check in Items modal to check in items into the inventory locations.
4/ Select the locations for the items, specify the quantity, and add the serial numbers of the items if needed.
5/ Click "Check in."
#2 Check in items from the inventory-tracked item's details page
To check in items from the inventory-tracked item's details page:
1/ Click the item on the Inventory page.
2/ Go to the "By Location" tab.
3/ Click "Check in" next to a location, and you will see the Check in Items modal to check in the items.
#3 Receive and check in items using the scanner
To receive and check in items using the scanner:
1/ Click "Receive Items" in the top right corner.
You will see the Scan modal.
2/ Point the scanner at the UPC or enter the item attributes such as serial number, asset ID, IP address, or part number.
3/ Select the locations for the items, specify the quantity, and add the serial numbers of the items if needed.
You can use a scanner that reads serial numbers to quickly scan and enter them.
4/ Click "Check in & receive more" to receive more items to check in.
5/ Click "Check in" if you are checking in only one item.
See the history of items
To see the inventory history of all tracked items, go to “Inventory” in the left navigation menu and click the “Refresh” icon at the top right corner.
You will see a side panel with the history of all changes made to inventory-tracked items. You can filter the changes by Project, User, Product, and Location. You can also enter text in the Search box to find specific changes.
In the following example, we filtered the changes to show the stock history for a specific item.
Update asset details
You can update the details, such as serial number, IP address, MAC address, and firmware version, of the assets.
To do so, select one or more assets, click "Action on selected," and then click "Bulk update asset information."
Check out this article for more details.
Another way to update asset details is to import them from a CSV file.
Check out this article for more details.
Order items
You can order inventory-tracked items using the Procurement functionality on Cloud.
Check out this article for more details.
Export items' details as CSV
You can download the list of inventory-tracked items in the catalog as a CSV or PDF.
The PDF file, also known as the "Physical Inventory Report," includes fields to enter the actual on-hand quantity and notes intended for rudimentary cycle counts.
The CSV file contains more details: quantity by inventory location, available, allocated, ordered, and needed quantities, and the asset ID, tracking ID, part number, and UPC, EAN, or ITF of the inventory-tracked item. If you have entered other asset details such as serial number, IP address, and so on, they are also included in the CSV file.
To download the details of inventory-tracked items, click the Download icon in the top-left corner of the "Inventory" page, then select one of the three download options.
