Inventory - Quantity on Hand

Inventory - Quantity on Hand


Adjust Inventory





Manage location ‘Quantity on Hand’ upload function allows you to increase or decrease the quantity of your items in specific locations as well as create new location  mappings.  

**NOTE: This function is basically a bulk csv upload of the manual ‘Adjustment’ option against an inventory item:





The fields here are the same as the options in the csv:




Export

Users can easily bulk update, via a csv, the quantity on hand for inventory items for stocktaking.

Under the menu option ‘Quantity on Hand’:




A blank csv template can be exported:




If you're using Excel to manage changes, and you have item codes that are numbers that start with 0 or numbers that end in .00, then you need to ensure the Item Code column is read as text only by importing the file differently.
Please follow the steps on https://support.microsoft.com/en-us/office/keeping-leading-zeros-and-large-numbers-1bf7b935-36e1-4985-842f-5dfa51f85fe7 under Section "Convert numbers to text when you import text data".

If you're writing from scratch then you can format the column as text.





This is a basic csv that the user can enter the item details to alter the quantity on hand:


The common method for updating quantities is to export a csv of existing items from printIQ:


Filters can be used to narrow down the exported items. Then the csv can be generated:



The export will have all the item related fields prefilled




Back in the management screen, from the ‘Upload’ tab I select my csv and ‘Upload’:

Upload

I now want to upload the adjustments. 
Under the ‘Upload’ tab, select the saved csv file and upload:

​
The user just needs to update the ‘QOH’ filed to the new quantity and enter a ‘reason’ from the list of ‘Valid Reasons’:



















When uploading any issues encountered are presented below the record. 

Items can be excluded by clicking the cross at the end of the row or you will need to edit the csv before uploading again.
In this example I entered an invalid ‘Reason’ due to a spelling error:




















After fixing the csv:





I upload again without errors:

After clicking ‘Confirm Import’ you will get a notification of the successful upload.




If I now search on the inventory item, I will see the updated quantity:




In the item’s transaction history:










**The ‘Notes’ field on the CSV (when populated) is appended to the Reason and inserted into the transaction record notes field.



Unit Cost and Item Location can also be changed:


Unit Cost:

The unit cost field only gets read if the new quantity on hand is larger than its current quantity. If it’s lower, it will use the default preferred supplier unit cost which is the same functionality as an adjustment.



Location:

Important to note that changing the location in the csv and uploading will create a second entry and not update the current location. Change from ‘Warehouse 2 to ‘Store’:




To ‘Store’:



Once uploaded:


Will create two locations with the uploaded quantity:



If you want to change the qty location, add a second line and zero out the qty on the original location:



Inventory Locations before upload:




Upload Confirmation:


Inventory locations after upload:







    • Related Articles

    • Inventory Items

      This is where you create and manage all inventory items that are not directly related to an individual job. Inventory > Items. From here you have several options you can use to search on the items to require to view:     From the main screen, you can ...

    • Inventory - Skid/Pallet Tags

      Introduction A Skid (or Pallet) Tag is an identifier label that can be generated and placed with an item for later reference. Upon receiving material into the warehouse, skid tags can be generated containing the following information: Skid ID & ...

    • Shipping - Inventory Transfer

      Checklist 1. Inventory Transfer Make sure you mark "Inventory Transfer" as Active on the Delivery Types page. Show inactive "yes", if you can't find the Inventory Transfer or Contact our support team. 2. You have knowledge about Inventory in printIQ. ...

    • Inventory Locations - Deactivating

      Inventory location definitions can be flagged as inactive.  Stocks held within Inactive Locations can still be accessed and are included in QoH calculations. You just cannot increase the quantity except via Stock Adjustment On the 'Manage Inventory ...

    • Inventory Stock Pick

      You can do an ‘Inventory Pick’ on any stocks and materials that you have set as ‘managed’ in IQ. You can access the pick screen by going to the Job Sections board then choosing the green magnifying glass next to the job number. Select Stock Pick from ...