Mobile Inventory Operations

The Inventory menu covers the most common stock operations: searching, receiving, issuing, and moving items. Each operation is a separate screen in the menu.

Search Inventory

Use Search Inventory to find items and check stock levels.

Filters

The filter table starts with one row. Each row has:

• Field - a dropdown to choose what to search: Item ID, Description, Location, Serial, Serial 2/Lot No., RFID Tag, Manufacturer/Model, Engineering P/N, Job ID, Receiving Reference, or Opt. String 1-4
• A text box for the search value
• A - button to remove that row

Tap the + column header to add more rows. Stack multiple rows to narrow down results.

If you pick Location, a Select dropdown also appears to pick a location from a list.

Steps

1. Tap Inventory > Search Inventory.
2. Set your filter field and value.
3. Add more rows with + if needed.
4. Tap Search, or tap Scan to fill the item from a barcode.

Results show the Item ID, description, stock level, unit of measure, location, and item image.

Tap View Details on a result to see more about that item. Tap Bulk Actions to work with multiple results at once.

Note: Items with no job assigned show “Job: false” in the results. This is a display issue.

Receive Stock

Use Receive Stock to add items to inventory.

Fields

Reason codes: Appointment Receive, Assembled, Audit Overages, Canceled Shipment, Credit Return, Direct Receive, PO Correction, PO Receive, Supplier Shipment, WO Assembled, WO Return

Tap More Options to show:

Steps

1. Tap Inventory > Receive Stock.
2. Select the Item.
3. Select the Location.
4. Enter Units, Serial/Lot, and Alt Serial as needed.
5. Select the Reason.
6. Tap More Options and fill in extra fields if needed.
7. Tap Receive.
8. Sign if a signature screen appears.

The bottom toolbar shows Cancel | Scan | Receive.

Issue Stock

Use Issue Stock to remove items from inventory.

Fields

Reason codes: Appointment Return, Assembled, Audit Shortages, Direct Issue, Lease Issue, PO Correction, SO Issue, Used in Repairs, WO Consumption, WO Return

Tap More Options to show:

Steps

1. Tap Inventory > Issue Stock.
2. Select the Item.
3. Select the Location to issue from.
4. Enter Units, Serial/Lot, and Alt Serial as needed.
5. Select the Reason.
6. Tap More Options and fill in extra fields if needed.
7. Tap Issue.

The bottom toolbar shows Cancel | Scan | Issue.

Move Stock

Use Move Stock to transfer items between locations in the same warehouse. To transfer between warehouses, use Transit Stock instead.

Fields

Tap More Options to show:

Steps

1. Tap Inventory > Move Stock.
2. Select the Item.
3. Select the From location.
4. Select the To location.
5. Enter Units, Serial/Lot, and Alt Serial as needed.
6. Tap Move.

The bottom toolbar shows Cancel | Scan | Move.

Transit Stock

Transit Stock moves items from one warehouse to another. It is separate from Move Stock, which only works within the same warehouse.

Fields

Tap More Options to show:

Steps

1. Tap Inventory > Transit Stock.
2. Select the Item.
3. Select the From Location.
4. Select the To Warehouse.
5. Select the To Location (filtered to the target warehouse).
6. Enter Units, Serial/Lot, and Alt Serial as needed.
7. Tap Transit.

The bottom toolbar shows Cancel | Scan | Transit.

Scanner Issue

Scanner Issue lets you issue multiple items by scanning barcodes one after another, then reviewing before submitting.

The screen has two tabs: Scan and Review.

Scan tab

1. Tap Inventory > Scanner Issue.
2. Scan a barcode into the Scan Item Id/Serial/RFID field.
3. Scan items to add them to the transaction.
4. Tap More Options to add Remarks to the transaction.
5. Tap Review when you are done scanning to check the list.

Review tab

The Review tab shows every item scanned so far. From here you can remove items or adjust units. When the list is correct, tap Issue to complete.

The bottom toolbar shows Cancel | Scan | Issue.

Barcode Scanning

Most Inventory pages have a Scan button in the bottom toolbar. Tap it to use the device camera, or use a paired Bluetooth scanner.

What barcodes fill in

Tips

• Hold the camera steady and align the barcode in the viewfinder.
• A Bluetooth scanner works like a keyboard. The active field receives the scan.
• If a scanned item is not found, the app refreshes its local cache and tries again.

Cycle Count

Cycle counts are covered on a separate page. See Mobile Cycle Count.

Tips

• Confirm you are in the correct warehouse before starting any transaction.
• Scan location barcodes instead of typing to reduce entry errors.
• Use Pending Transactions to queue multiple moves or issues, then process them together.
• Add a Remark to unusual transactions to explain them in the audit trail.
• Double-check serial and lot entries before submitting - corrections after posting require a manual adjustment.

Related Topics

• Getting Started
• Order Processing
• Cycle Count
• Pending Transactions
• Desktop Receiving
• Desktop Issuing