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Shop Manager
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Inventories List
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The Inventories List displays all inventory records with a status of New or Active.
Click ‘Assess’ to open the inventory record. Refer to the Assess help topic for more information.
To edit the details of the inventory record, click the Edit button to open the Add/Edit Inventory Record screen.
Click ‘New Inventory’ button to create a new inbound shipment. Fill out all of the required fields and then click Save to finish creating the new inventory record (required fields are indicated by a red asterisk).
- Name – A unique name for the inventory being performed. This could be something like ‘Finished Goods EOM – May 2023’ or just a date like ‘2023-05-01’.
- Type – The type of inventory to perform. This list comes from the list of search Queries that are specifically configured as Inventory queries. Examples include ‘Finished Goods’ (components registered but not shipped outbound) or ‘Inbound Inventory’ (components received on an inbound shipment but not processed). For more information about configuring an Inventory query, refer to the Shop Manager help topics.