Managing Inventory from Work Orders and Workboards

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

1. 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.
2. Enter the requested information. This helps track Inventory used for each job and keeps data on remaining Inventory Item Quantities.

Depleting Inventory from Workboards

You can also deplete Inventory when moving Parts on Workboards.

1. On the Workboard, find the Work Order for the Parts being moved.
2. Click the "Work Parts" icon (person with a gear).
3. 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 after a job. "Amount Used" allows you to specify how much Inventory was used on that job.

     • "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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