Managing Inventory from Work Orders and Workboards

        Managing Inventory from Work Orders and Workboards


        Article summary

        If a Process Node in a recipe is linked to an Inventory Item, then when parts are moved out of that node, operators will be prompted to enter in Inventory Depletion data.

        By prompting after each transfer, you can more accurately measure how much inventory is used at each station, for each job. This helps to produce more accurate quotes for future jobs. It also helps monitor inventory levels with greater accuracy, rather than surveying stock manually.


        Depleting Inventory from a Work Order

        • When you move parts away from a Process Node that is associated with an Inventory Type, you will be prompted to enter information about the inventory used. This may be a check box or a request for a remaining amount.
        • Enter the requested information. This helps track inventory used for each job and keeps data on remaining Inventory Item Quantities.

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        Depleting Inventory from Workboards

        You can also deplete inventory when moving parts on Workboards.

        • On the workboard, find the work order for the parts being moved.
        • Click the "Work Parts" icon (person with a gear).
        • On the work parts slide-out, click the "Deplete" button.
          • "Auto Deplete" simply depletes inventory from the oldest batch first.
          • "Select Batches" allows you to choose which batch of inventory you are depleting.
          • "Amount Remaining" allows you to specify how much inventory is remaining. "Amount Used" allows you to specify how much inventory was used.
            • "Amount Remaining" is useful for inventory like powder, which can be weighed but is difficult to measure while using.

            • "Amount Used" is useful for inventory like tape, where it's easy to estimate how much was used but difficult to guess how much is left on a roll.

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        Deplete Inventory to a Station
        • Steelhead will allow users to deplete Inventory to a station
          • This allows one to track the active inventory in a station at a time
          • (ex. what acid was in tank 1 at time x)
        • Supports adding more (topping off) and draining and refilling a station with an inventory item
        • The “active” inventory in the station is all the depletions that have occurred in the station
        • Added some limited support for deleting inventory transactions
          • This will allow deleting accidental depletes to station and other inventory transactions.

        Deplete Inventory to Station Tutorial Video


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