If you have enabled Advanced Inventory, you can manage an inventory-tracked item from its details page.
To manage an inventory-tracked item in the Advanced mode:
1/ Go to "Inventory" in the left navigation menu.
2/ Click the row of the inventory-tracked item.
In the upper section of the page, you will see the following:
The display image, name, part number, category, unit cost, total cost, and description of the item
The inventory status of the item (the on-hand, available, allocated, ordered, and needed quantities)
Check out this article for more details about the inventory status indicators.
In the lower section of the page, you will see 4 tabs.
Assets
Here, you will see all individual assets relevant to the inventory-tracked item. For each asset, you can see its serial number, current inventory location, allocation to a project or service call, the PO associated with the asset, and so on.
You can select one or more assets, click the "Action on selected" in the top-right corner, and do the following:
Move the assets to a different location
Adjust the quantity of the item by specifying a reason to remove the selected assets from the inventory count
Update the assets' details
Print the QR labels for the assets
By Location
Here, you will see all the inventory locations and the quantity of the item in each location.
You can click "Check in" for a warehouse location to check in items.
You can click "Move" and move items from the location.
Stock Quantities
Here, you can set thresholds for Cloud to monitor the item's available quantity and populate an order quantity on the PO when the available quantity threshold is reached.
Check out this article for more details.
Activity
Here, you can see the list of activities for the item. Cloud tracks the following activities for an item: Allocation, Deallocate, Move, Check In, Check Out, and Adjust Quantity.
