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      Managing Inventory Manually
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        Managing Inventory Manually

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          Adding Inventory Item Batches

          When you buy more Inventory, you can increase the quantity of your inventory in Steelhead by adding a batch. Each Inventory item can have multiple batches, and each batch can have multiple containers.

          1. Go to the Inventory item that you want to add more of.
          2. Select the "Add Batch" button.
            batches.png
          3. Fill in the wanted information on the displayed page, and select the "Save" button.
            batch.png
          4. Your total remaining will now show the new quantity of the Inventory on hand.
            total remaining.png
          Edit Batch Scanners:
          • To edit the Inventory Batch scanners, navigate to the Domain Tile --> Configure PDF Templates --> Part Number Inventory Batch Label or Inventory Batch Label --> Select the icon as shown below.

          edit.png

          • If you go to the latest Inventory Batch, you can use the edit pencil button on the right and change the cost.
            • This cost will auto-populate as the batch price when you create the next Purchase Order for that item.

          Tutorial Video for Running Scanners:

          Create Inventory PDF:

          Use this button to load a PDF for your Inventory Batches:
          Screenshot 2024-10-22 at 4.24.24 PM.png

          Depleting Inventory Outside of Work Orders

          When Inventory is used up and not recorded in Steelhead, you can reduce the quantity of your Inventory by depleting a batch.

          1. Go to the Inventory item that you want to deplete.
          2. Choose the "Deplete Batches" button.
          3. Choose either "Auto Deplete" or "Select Batches".
            • "Auto Deplete" will deplete your oldest batches first.
            • "Select Batches" will allow you to pick and choose the quantity depleted from particular batches.
          4. Choose to enter either the amount remaining, or the amount used.
            • "Amount Remaining" will allow you to enter in how much is remaining. This is your new quantity.
            • "Amount Used" will subtract the inserted quantity from the previous quantity.

          deplete.png

          deplete2.png

          • If the inventory quantity is now below the threshold, it will appear red in the Inventory Item and Inventory Types screens. This lets you know that you need to purchase more Inventory.

          orange.png

          Adjusting or Undoing an Inventory Depletion

          If you need to cancel or adjust an Inventory depletion, you can do so from the Inventory Item screen.

          1. On the "Batches" screen for a specific item type, click anywhere in the "Batches" lines to see the depletions for that item type.
          2. Select the depletion you want to edit.
            • If you want to delete the depletion (that is, put everything back), you can also archive the depletion to erase it.
          3. The depletion amount shows how much was subtracted in the depletion. Click the pencil icon to edit the depletion.
          4. Set the new depletion amount and click the "Save" button.
          5. Your item type quantity should now be adjusted to show a new remaining amount.

          Adjusting a Depletion.gif

          Extra Options for Inventory Batches

          If you'd like, you can specify other details like Batch Owner (the customer who purchased this inventory batch), location (where the batch is being stored or shelved), and expiration date (date the product is too old to use). It's also possible to audit and adjust Inventory manually, and to place a quantity on hold for Quality Management.

          These can be edited and given more details with these buttons on the Inventory Batch page:

          Screenshot 2025-03-06 at 10.19.58 AM.png

          Move Inventory Batch

          Screenshot 2024-02-02 at 3.37.49 PM.png

          This lets you edit the:

          • Container
          • Current Location
          • Current Quantity At Location
          • Quantity to Move (Qty)
          Batch Containers:

          The list of Batch Containers is shown here in the Inventory Batch page:
          Screenshot 2024-10-22 at 4.06.58 PM.png

          Audit Inventory Batch Quantity

          Screenshot 2024-02-02 at 3.35.45 PM.png

          This lets you measure the the current quantity across the whole batch.

          Note:

          When possible, create depletions, or edit previous transactions instead of updating the batch remaining amount through an audit measurement!

          Change Inventory Batch Owner

          Screenshot 2024-02-02 at 3.25.48 PM.png

          This lets you edit the:

          • Batch
          • Current Owner
          • Quantity Owned
          • Mark As "Return To Vendor?" checkbox
          Adding a New Material to Treatments:

          If you would like to add a new material to your list of Treatments:

          1. Go into Inventory and add your customer's supplied powder to it.
            1. To do this, first select a type of Inventory (powder).
            2. Then press "Add Item".
          2. After you add that to your Inventory, go to the Treatment you are using in the Treatments tab.
          3. Finally, add that Inventory Type under the Treatment.
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