OnTakt: Inventory

From Knowledge Base

Inventory items are types of tools that are ordered. For example, a certain type of tool insert may be used for many different tools. This insert would be an inventory item, and each tool using it would be linked so that they subtract from the total stock when the tools are replaced.


Ordering

  1. Choose which processes will be running in the time frame you are ordering for.
  2. Enter how many days these processes will be running.
  3. If necessary, adjust the suggested quantity of each tool to order. Check "include items that won't need reordering" to enter quantities for items that have a suggested order quantity of zero.
  4. Click on table rows to select the tools you want to add to the order.
  5. Expand "generate order" in the sidebar that opens.
  6. Click the "download spreadsheet" button.
  7. Answer whether you would like to add the entered quantities to each selected tool's "on order" quantity when prompted.

Receiving

  1. For each inventory point you are receiving into:
  2. Enter the quantity of each to add to the inventory point into the "received" column.
  3. Click on table rows to select the tools it is receiving.
  4. Expand "receive into inventory point" in the sidebar that opens.
  5. Choose the inventory point to receive into.
  6. Click the "receive" button.