Remove Inventory

The Remove Inventory screen allows you to remove quantity from any item in your inventory. This can be considered the same as shipping inventory. You can designate which customer this inventory was associated with on this screen. Inventory is the amount or quantity of a particular item. The Items must be imported or entered on the Add Item screen before you can remove them from the Remove Inventory screen. Refer to the topic - Import Data and Add Inventory.

Inventory is also removed when you pick items for a pick order. Refer to the topic - Pick Orders.

The Remove function uses FIFO (First in First Out) to determine what inventory is removed first. For Example - Initially, If you Add 5 of Item 123 to Location Bin 1. Then again you add another 5 of Item 123. So, the total count of Item 123 would be 10.  Later on, when you remove 3 of Item 123, the first set of 5 will be subtracted from the inventory before the second set.

Inventory can also be removed on iOS, Android, and Windows Mobile devices.

Remove Inventory

Site-Item/Category Restrictions on the Remove Transaction - Remove Transaction allows the user to remove quantity for an item that is at a restricted site. Also, refer to the topic Site-Item/Category Filtering on the Edit Site page and Working Site for more details.

 

Remove Inventory

Select Transactions > Remove.

The Remove Inventory screen will appear.

 

Item Details

Note: Several fields in this section can be "locked". When a field is locked, it will retain the information you entered through subsequent transactions. This is useful if you are adding multiple items to a location or checking out multiple items to a single customer. To lock an individual field, click on the lock icon. You can select the Lock All button to quickly lock all fields that have the icon. Select Unlock All to unlock the fields, allowing you to add new information. Click here for information on how to Lock fields.

1. Choose the item number from the drop-down options in the Item Number field. You can either type full or partial information to choose the item number.
2. Note: Site-Item/Category Restrictions on Remove Transaction - Remove Transaction allows the user to remove quantity for an item that is at a restricted site. Also, refer to the topic Site-Item/Category Filtering on the Edit Site page and Working Site for more details.
3. The Description field will automatically populate if you have added description while adding the inventory.
4. Enter the selected item's current Location (required).

• The location field will show the Site and Location name on hover.

5. Enter the Quantity of the item, you want to remove from the Inventory. The available quantity of the selected item will appear at the bottom of the Quantity field.
6. Choose a Customer.
7. Enter Notes, if any (optional).
8. Select the date and time in the Removed date field by clicking on the calendar icon and the clock icon.
9. If this item has trackbys, then Tracking Details button will appear: Refer Tracking Details.

10. When you are done entering information, click on the Add to Queue button.

 

Select Items to Remove

11. The added items will appear in the Select Items to Remove queue at the bottom of the screen. The sub-items can be viewed by clicking on the drop-down arrow next to the checkbox.  Note: To Remove a Kit - The sub menus will appear for KIT and it indicates Bill of Material.  

12. Each item in the Select Items to Remove queue can be updated. To update the details, select the Item in the Select Items to Remove section. The details related to the selected item will get populated in the Item Details section.

• Items with tracking details 
• Item Details section with the Update, Scan, and Cancel buttons and
• Item Details section with Update, Edit, and Cancel button

Note: The user can switch between Scan/Edit mode at any time during the pick process of trackby items & kit items. 

• Items without tracking details

 

Items with tracking details

Item Details section with Update, Scan, and Cancel button

• Once you select the Item number in the Select Items to Remove queue. The details related to the selected Item will get populated in the Item Details section as shown below. The Item number and description field will be read-only. Add/edit the required field. Click on the Update button.

 

Or

 

Item Details section with Edit, Update, and Cancel button

Note: The user can switch between Scan/Edit mode at any time during the pick process of trackby items & kit items.

• Click on the Scan button. All the fields except the Scan Here field will be read only.
• On scanning the item number, the tracking details can be added in the Select Items to Remove grid and if the user is scanning the tracking details, then the tracking detail will get added to the grid directly with quantity 1. The quantity increases as many times as you scan.

• If you want to make changes in the other fields other then Scan Here field, then click on the Edit button. The Location, Quantity, and Tracking Details fields will be enabled. Make the changes and then click on the Update button.    

 

Items without tracking details

• If the item does not have tracking details, then the Item Details section will only have an Update button. Make the required changes and click on the Update button.

 

 

13. Continue adding items from which you want to remove inventory.
14. Print Receipt Checkbox - Click on the checkbox to print a receipt. If you want to change the receipt header name, enter the name in the text box next to the checkbox. Note: In case the pop-ups are blocked and you cannot view the print receipt, refer to the topic - Popups and Redirects to allow pop-ups and to view the print receipt.
15. Click on the Remove button. A message will appear indicating inventory removed successfully. Note: Make sure you select all transactions that you want to process in the list before clicking the Remove button. Only selected transactions will be processed.

16. The receipt will open in a new tab once you click on the remove button.