Customer Inventory Help Documentation

Modified on 10/14/2016 09:01 AM by Mike Horn — Categorized as: Help Text, Needs Review, Public, Support


Customer Inventory

Customer Inventory is used to maintain the customer's inventory, bins and populate customer count sheets.

Associated Permissions

CustomerInventory_BinAdd - Allows the user to add new bins to the customer's bin tree
CustomerInventory_BinGet - Allows the bin tree to display all of the bins.
CustomerInventory_BinUpdate - Allows the user to update the details of a bin.
CustomerInventory_ItemAdd - Allows the user to add new items to bins.
CustomerInventory_ItemCopy - Allows the user to copy items from one bin to another bin.
CustomerInventory_ItemDelete - Allows the user to remove the item from the customer bin.
CustomerInventory_ItemEdit - Allows the user to edit the items that are in a bin. This allows the user to edit the Sort Order, Stock Levels, Fixed checkbox and Active checkbox.
CustomerInventory_ItemMove - Allows the user to move items from one bin to another one.
CustomerInventory_Print - Allows the user to print the customer inventory.
CustomerInventory_SetStockLevel - Allows the user to initiate a process that will automatically set the stock levels for all of the items based on the number of days entered and the customer's usage.
CustomerInventory_SetStockLevelAll - Allows the user to select All Customers to generate the set stock level for one customer.
CustomerInventory_View - Allows the user to see the Customer Inventory screen.

Navigation to the Customer Inventory Screen

Customer Inventory can only be accessed in the CDN .Net thin client (Utopia). Select the Customer Inventory link in the Left Nav.

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Open a Customer's Inventory

After the Customer Inventory screen is opened a customer needs to be selected from the Bill To: dropdown. The user can accomplish this by typing in the customer's name or number. The dropdown results will display the search results and the user must select the customer. The user then can select a ship to of the bill to from the Ship To: dropdown.

Once the proper customer is selected their inventory and bin tree will be displayed.

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Edit Customer Inventory

Major Sections of the screen

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Section Descriptions:

1. Allows the user to select the correct customer 

2. Lets more or less items display in the item grid and on the print version. 

3. Contains action links to manatain bins and set stock levels. 

4. Displays all of the bins and their proper structure in a tree view. 

5. This section is called the item grid. All of the items in each bin are displayed in this section. 

6. Contains the actions that are done to the entire inventory. The user can print or save changes from this section. 

7. Contains all of the actions that are preformed on individual items in the item grid. 

8. Expands to display the usage of a single item. It works in conjuntion with the Usage button from section 7. 

9. Expands to allow the user to add new inventory. This will be discussed below. 





Show Inactive Items

This option is designed to set an item as active or inactive. By default inacative items are hidden. In order to see an inactive item, the user has to select the Inactive checkbox in section 2. This option displays the inactive item in the grid and printout. The printout states if the item is inactive or not.

Show Children

This option allows the items in children bins to be displayed in the item grid. This option wil also print the children bins and items on the printout.

Set Stock Levels

This feature is used to programatically set the stock levels of all the items for the customer. Select the Stock Levels link in section 3 to open the Set Stock Levels page.

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Steps to set a stock level:

  1. Select one of the options from the Customer dropdown. There are only two valid options: All Customers and the specific customer. It is advised that the user select the specific customer.
  2. Type a number into the Days of Usage History field.
  3. Type a number into the Days of Supply field.
  4. OPTIONAL Select the Include Consignments in Usage checkbox.
  5. Select the OK button.

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This process has the ability to automatically add items to the inventory. Please note that any items added to the inventory through this method will be added to the root bin. The user will have to manually move the items to the correct bins.

Selecting the Cancel button will abort the set stock level process.

Fixed Stock Level

A user can set an item to be fixed. Fixed means that the stock level of the item will not be adjusted by the set stock level process.

Manage Bins link

This link allows the user to create, edit and delete bins. All of these will be discussed in the Bins section of this help documentation.

Item Grid

This part of the screen is where all of the items for specific bins are displayed. In order to get items to display, select a bin from the bin tree (section 4).

Item Grid Components

Select All checkbox At the top left there is a select/deselect All checkbox. This checkbox will select or deselect all of the items in the bin. This could be used to move or copy all of the items from one bin to another.

Column FiltersAt the top of each column there are filters to narrow the items that will be displayed. Once the proper search criteria has been entered the user will select the Search button. The user can cancel the search by selecting the Cancel button.

ItemsThis is where the actual items are displayed with their datails.

SortCustomer Items support permanent and temporary sorting on this screen.

Temporary Sort

A user can specify a temporary sort order by selecting the column labels to sort them ascending or descending. This sort will stay until the screen is refreshed or the user leaves the screen.

Permanent Sort

There is a Sort Order field associated with each item in Customer Inventory. This order is permanant, and is displayed in the Sort column. The user can change the sort by changing the number for each item. Once the changes are saved the items will re-sort in the correct order. This is used to force items to appear on the inventory list and count sheets in a specific order, corresponding to the order they reside in the bin or shelf. It is used to make counts of the customer inventory faster.  



Print Button

The Print button is found in section 6. This button will printout the customers inventory that is displayed in the item grid.

In order to print all of the customer's inventory select the root bin (\), then select the show children checkbox. This will display all of the customers active invnetory. If there is a need to display the inactive items aswell, select the Inactive checkbox. Next select the Print button.

There are three print formats that can be selected. They are displayed when the user selects the Print button.

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Save Button

This is used to save any changes that were made to the items in the item grid. All of the unsaved changes will be highlighted in pink.

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Inventory Actions

Inventory actions are the focus of section 7.

Copy items

This process will copy an item from one bin to another one. This will not remove the original item.

  1. Select the item or items that need ot be copied ot another bin by selecting the checkbox next to each or or selecting the select all checkbox.
  2. Select the destination bin from the
    Destination dropdown.
  3. Select the
    4. Copy button.

The destination bin will autopopulate with the selected items. The example below copies the 6 items from the Root bin to the Stock Room bin.

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After the Copy button is selected.

Please note that the Stock Room bin is being displayed. In the previous screenshot the Stock Room had a 0 next to it, which indicates no items are in the bin. This screenshot it has a 6.

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Move items

This process is identical to the copy process except for one detail. The move process will remove the items from the source bin and move them to the destination bin.

Delete items

This process will remove the selected items from the bin.

  1. Select the items that need to be removed by selecting the checkbox next to the items.
  2. Select the
    Delete button.
  3. Select
    4. OK on the message to complete the deletion. The Cancel button will stop the deletion.

Item Usage

This process will display the usage of a single item.

  1. Select the item's checkbox.
  2. Select the Usage button. The usage section (section 8) will expand.

Add Items

There are four ways to add items to the customer's inventory.

  1. Set stock level process
  2. Mobile Suite - Count Sheets
  3. Customer Count Sheet
  4. Manually through the Inventory Search process.

This section will discuss the manual process.

Select the Inventory Search link to expand the section.

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The user can use the Item Code field to search for a specific item or do a search using the Manufacturer, Product Line and/or product Group dropdowns.

  1. Select the bin from the bin tree that the items need to be added to.
  2. Once the item(s) is located, select the checkbox(es) next to the items that need to be added.
  3. Select the Add Selected button.


Customer-Specific Part Numbers

It is possible to assign customer-specific part numbers that will appear on sales documents for the selected ship-to customer.  These numbers will appear in a row beneath the standard item code next to the extended description, if one has been set.



Using the grid to set part numbers

Part numbers can be set directly from the grid on the Customer Inventory screen.   To show the customer part number column, Select the "Cust Part #" radio button beneath the grid, as shown below.



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After changing as many customer part numbers as you wish, click the Save button to commit your changes.

 

Note: A customer part number is not specific to a single bin.  If you set a customer part number for a customer / item / unit combination, the same part in other bins will also display that part number.  Likewise, if you delete a part number from one bin, the same customer / item / unit combination in other bins will also lose their part number. 

 

Part numbers will continue to be recognized on customer inventory items that are marked inactive, which may be useful when trying to keep customer inventory structure and count sheets clean while maintaining customer-specific part numbers.



Customer Bins

The Manage Bins link, Section 3, allows the user to create, edit and delete customer bins. Once the bins settled, they will be displayed properly in the bin tree.

Select the Manage bins link to open the Customer bins screen.

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Add a Customer Bin

  1. Select the desired parent bin from the bin tree. If the bin shouldn't be a child of any of the existing bins, select the root bin (\).
  2. Select the Add Customer Bin button.
  3. Type a name into the Name field.
  4. Type an appropriate name into the Short Name field. This field will auto-populate with the name field entry, but it has a maximum length of 8 characters. The short name is what will display in the destination dropdown.
  5. OPTIONAL Select a technician from the Technician dropdown.
  6. Select the Save button.



Edit a Customer Bin

  1. Select the appropriate bin from the bin tree.
  2. Apply the desired edits.
  3. Select the Save button.

Delete a Customer Bin

A user can delete any bin except the root bin. A bin with items in it or that has children cannot be deleted.

  1. Select the desired bin from the bin tree.
  2. Select the Delete button.