Managing Inventory Manually

Adding Inventory Item Batches

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

• Go to the inventory item that you want to add more of.
• Choose the "Add Batch" button.
• Choose how much the inventory cost (either total or per unit).
• Choose how much new inventory you want to add.
• Click the "Save" button.
• Your inventory should now show the new total quantity that you have on hand.

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.

• Go to the inventory item that you want to deplete.
• Choose the "Deplete Batches" button.
• Choose either "Auto Deplete" or "Select Batches."
  • Auto Deplete will deplete your oldest batches first.
  • Select Batches will allow you to choose how much you want to deplete from each batch.
• 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 be subtracted from the previous quantity.
• 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.

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.

• On the "Batches" screen for a specific item type, click anywhere in the "Batches" lines to see the depletions for that item type.
• 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.
• The depletion amount shows how much was subtracted in the depletion. Click the pencil icon to edit the depletion.
• Set the new depletion amount and click the "Save" button.
• Your item type quantity should now be adjusted to show a new remaining amount.

Extra Options for Inventory Batches

If you 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)

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

Move Inventory Batch

This lets you edit the:

• Container
• Current Location
• Current Quantity At Location
• Quantity to Move (Qty)

Audit Inventory Batch Quantity

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

Change Inventory Batch Owner

This lets you edit the:

• Batch
• Current Owner
• Quantity Owned
• Quantity to Change Ownership Of (Qty)
• Mark As "Return To Vendor?" checkbox