Central Warehouse - Issuing

From the Home tab, select Issue Inventory.

Issue Inventory

1. Click Add New Issuing from the Action tab.
   
2. Begin the issuing process by following the wizard and click Next.
   
3. Select the correct Issuing Type. Then, click Next.
   
   1. Filling an order - Choose this option to select an existing order that was received in the system. This is mainly used at the warehouse location.
   2. Transferring inventory to another site (but not filling an order) - Choose this option when transferring inventory to a warehouse or other site.
   3. Adjusting Inventory (spoilage, lost, stolen, etc.) - Choose this option to account for inventory when some type of loss has occurred. It is vital for accountability purposes to track any loss of inventory.
   4. Returning items to a vendor - Choose this option to return inventory to a vendor.

   5. Issuing inventory to be used or consumed - Choose this option when removing inventory for the purposes of use or consumption during daily operations.

      For sites that manufacture and/or produce, you may also choose Site Manager - Manufacturing or /wiki/spaces/~robinrodrigue@mcssoftware.com/pages/13008904 from the Home tab.

      
              Transferring inventory to another site (but not filling an order) - Choose this option when transferring inventory to a warehouse or other site.
              Adjusting inventory (spoilage, lost, stolen, etc.) - Choose this option to account for inventory when some type of loss has occurred. It is vital for accountability purposes to track any loss of inventory.
              Returning items to a vendor - Choose this option to return inventory to a vendor.
              Issuing inventory to be used or consumed - Choose this option when removing inventory for the purposes of use or consumption during daily operations.

      
      

      
      
      

4. Complete receiving options depending on Issuing Type.
   
   

    Transferring inventory to another site (but not filling an order)

   Select the correct site to transfer inventory by using the magnifier icon. Then, click Next.
   

    Adjusting Inventory (spoilage, lost, stolen, etc.)

   Select the reason inventory is negatively adjusting. Then, click Next.
   

    Returning items to a vendor

   Use the drop-down menu to select the reason inventory is being returned the vendor. Then, click Next.
   

    Issuing inventory to be used or consumed

   Select the correct purpose for consuming inventory. Then, click Next.

   • • Production - When selecting production, the /wiki/spaces/~robinrodrigue@mcssoftware.com/pages/13008904 tab will open upon clicking Next.
     • Manufacturing - When selecting manufacturing, the Site Manager - Manufacturing wizard will open upon clicking Next.
     • Other

   

5. Review and complete issuing details for each item. When you are done, click Save Changes.

   Use the scroll bar at the bottom of the screen to view all columns. Click the plus + icon to expand and view/edit additional details (Case/Unit Quantity, Partial Quantity, Quantity Available, Inventory Tag, Lot Number, Purchased Case Price, Donated Value/Case, Expiration Date) of each item.

   1. By default, the Issued Date is the current day. To change the date, click the calendar icon and select a different date.
   2. Issued From is the site currently selected and cannot be edited.
   3. Issued To displays the site or reason inventory is being issued and cannot be edited.
      1. Site (The new site is noted when filling an order or transferring to another site and cannot be edited.)
      2. Spoiled, Broken, Missing, Stolen, Corrections (One of these options displays when adjusting inventory.)
      3. Return to Vendor
      4. Consumed (This option is displayed when selecting Other during issuing inventory for use or consumption.)

   4. Verify the quantities on the issuing order when filling an order and make any necessary adjustments.

      When selecting Issue items to fill an order, the Quantity Issued amounts are prefilled to the requested quantity and highlighted yellow.

      If there is not enough inventory on-hand to fill an order, the Quantity Available field will be highlighted red and you may need to adjust the Quantity Issued.

      Multiple inventory tags may exist for an item. You can click the plus + sign to expand the item. The system will always issue the closest expiration date first (if noted) or the oldest inventory tag to minimize spoilage of stock; however, you may manually adjust those numbers.

      For whole cases or units, enter the number. For partial cases or units, use "/". Refer to the image in "Add Items to the Issuing Record for various whole and partial issuing examples.

   5.  Add Items to the Issuing Record

      i. Click the Add Item button.
      ii. Use the Search box to locate a specific item and place a checkmark in the column for the item(s). Then, click Ok.
      
      iii. Enter quantities issued for the item.
      
      

   6. To remove an item from issuing, select the item. Then, click Delete Item.

   7.  Review and enter any necessary comments in regards to the issuing record.

      i. Click the Add Comment button.
       

      ii. Enter comments about the item/issuing. Then, click Ok. 
      

      iii. Click Close when you are done entering comments. 

      

6. The Order Fulfillment window may appear if adjustments have been made to the Issuing Record. This allows you to review discrepancies and the system's course of action (e.g. closing a line item, backordering a line item, etc.).

   If you have made an error and have completed filling all order quantities, click Cancel and make necessary changes.

   1. Take note of the discrepancy between the Open Ordered Quantity and the Fulfilled Quantity columns.

   2. Disposition - Use the drop-down menu to select how to handle the discrepancy. 

      1. Backorder - Places the item on backorder for future fulfillment.

      2. Close - Closes the item ordered even if quantities have not been met.

   3. After you have completed discrepancy details, click Ok.
      

7. Once the order has been filled, the Transfer Ticket report criteria window will appear. Use the drop-down menu to select the Report Layout. Then, click Ok.
   

8. The Transfer Ticket report will open is a separate window. You may choose to print or export the report.
   

Return to Top

Delete Entire Issuing Record

You may choose to delete the entire issuing record if it has been saved and is no longer valid if permission exists.

1. While in the Edit Issuing Record tab, select Delete Entire Issuing Record.
2. Confirm you wish to cancel the receiving record by clicking Yes.
   

Return to Top

Edit Issuing Records

You may make edits/corrections to an existing issuing record if permission exists. In order to make changes, you must first open the correct operating day.

Search for the correct issuing record. Then, select the correct Issuing ID and click Edit Issuing Record to make any necessary edits following the same instructions in Step 5.

• Received-at Site - Use the drop-down menu to select a site.
• Received-on or after - Use the calendar tool to establish a beginning date.
• Received-on or before - Use the calendar tool to establish an ending date.

Return to Top

Print Issuing Records

The Print option in Issuing allows you to print Transfer Tickets and the Issuing Tracking Log. Additionally, you can reprint Issuing Details.

1. From the Issuing screen, search for the correct issuing record.
   • Issued-by Site - Use the drop-down menu to select a site.
   • Issued-on or after - Use the calendar tool to establish a beginning date.
   • Issued-on or before - Use the calendar tool to establish an ending date.
2. Select the correct Issuing ID from the list. Then, click Print and select one of the options.
   

Transfer Ticket

The Transfer Ticket report displays the Transfer Ticket number, Deliver To site, Date Issued, and issued From site. Included is the Catalog Number, Item Description, Case/Unit Description, Inventory Tag, Quantity Issued, Cost of Goods, and Donated Value. Totals for Transfers are broken down by Cost of Goods and Donated Value. You may choose to view, print, or export the report.

1. From the Print option, select Transfer Ticket.
2. Use the drop-down menu to select the report layout. Then, click Ok.
   
   

Issuing Tracking Log

The Issuing Tracking Log allows you to review the full history of a issuing record. You may choose to view, print, or export the report.

From the Print option, select Issuing Tracking Log.

Issuing Detail

The Issuing Details report displays the issuing ID, Date Issued, Issued by Site, and Issued to Site. Included is the Catalog Number, Item Description, Case/Unit Description, Inventory Tag, Quantity Issued, Cost of Goods, and Donated Value. Totals for Issuing are broken down by Cost of Goods and Donated Value. You may choose to view, print, or export the report.

From the Print option, select Issuing Detail.

Return to Top