Enter Mobile Inventory Transactions

ProjectStream 365 Mobile includes the ability to review inventory status and enter inventory transactions.  For a more in depth information on Project Inventory, please see the Project Inventory Overview article.   On a mobile device you can perform the following activities.

View Product Inquiry

Procedure

  1. Navigate to Menu / Product Inquiry
  2. Search for a product (note: a bar-code scan could be used to find a product)
  3. Review product and location information

Transfer Inventory

Procedure

  1. Navigate to Menu / Project Inventory
  2. Click + New
  3. Complete the Inventory Transaction Form
  1. Transaction Type:  Select Transfer
  2. Product:  Select a product (note: could also scan a bar-code of the product number to perform the search for this step)
  3. From Location:  Select the location to transfer the inventory from (e.g. Warehouse)
  4. To Location:  Select the location to transfer the inventory to (e.g. Truck location).  If the To Location does not exist for that product, it will be added automatically. 

Issue Inventory to a Project

Procedure

  1. Navigate to Menu / Project Inventory
  2. Click + New
  3. Complete the Inventory Transaction Form
  1. Transaction Type:  Accept default value "Issue"
  2. Project: Select the Project to issue the inventory against. 
  3. Task:  Select the Project task to issue the inventory against
  4. Budget: Select the budget to to issue the inventory against
  5. Product:  Select a product (note: could also scan a bar-code of the product number to perform the search for this step)
  6. From Location:  Select the location to issue the inventory from (e.g. Warehouse)
  7. Quantity:  select the quantity to issue

Return Inventory from a Project

Procedure

  1. Navigate to Menu / Project Inventory
  2. Click + New
  3. Complete the Inventory Transaction Form
  1. Transaction Type:  Accept default value "Issue"
  2. Project: Select the Project to issue the inventory against. 
  3. Task:  Select the Project task to issue the inventory against
  4. Budget: Select the budget to to issue the inventory against
  5. Product:  Select a product (note: could also scan a bar-code of the product number to perform the search for this step)
  6. From Location:  Select the location to issue the inventory from (e.g. Warehouse)
  7. Quantity:  select the quantity to issue  set Quantity to a Negative value for a Return type transaction

Adjust Inventory

Procedure

  1. Navigate to Menu / Project Inventory
  2. Click + New
  3. Complete the Inventory Transaction Form
    1. Transaction Type:  Accept default value "Adjustment"
    2. Product:  Select a product (note: could also scan a bar-code of the product number to perform the search for this step)
    3. From Location:  Select the location to issue the inventory from (e.g. Warehouse)
    4. Quantity:  select the quantity to issue

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