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The Transaction Options Explained

Last Updated: Jun 10, 2014 04:56PM CDT
There are six principal types of transactions you can perform on your inventory items, and within Clearly Inventory, they are represented by the following options:




Here is how they function:

  You click this when you want increase the quantity of an item.  Most of the time this will happen when an item is purchased, or when you begin tracking it for the first time.  For instance, a company purchases 100 widgets.  When the order is placed, the user clicks the "Increase" button and puts a quantity of 100 ea. into the location "On Order".

  You click this when you want to decrease the quantity of an item.  Most of the time this will happen when an item is sold, consumed, or scrapped.  For instance, a company sells 100 widgets.  When the sale is made, the user clicks the "Decrease" button, and removes 100 ea. from inventory. 

  You click this when you want to convert an item from one unit of measure to a different unit of measure.  For example, you receive a four "cases" of widgets, and each case contains 144 pcs. of widgets.  If you want to 'convert' one case into 144 pcs. you click the "convert" button, and follow the system prompts.  This eliminates the need to 'decrease' one case, and then 'increase' 144 pcs.  With the "Convert" button, this can be done in one click.

  You click this when you want to move items from one location to another.  For instance, a company receives 100 widgets that were in the location "On Order".  When the order is received, the company moves those items from "On Order" to "Shipping and Receiving" or whatever other location it desires.  The "Move" button eliminates the need to 'decrease' a quantity of items from one location, and then having to 'increase' them to another.  With the "move" button, this can be done in one click.

  You click this when you want to update the status of your items in stock, and allow users to tell at a glance if items are available for use, or reserved for another purpose. Here are some examples:
 
  • You sell items, but they are not yet packed for shipment.
  • You want to reserve items for future production runs.
  • Some items are damaged and need to be repaired.
  • Items have been ordered, but are not yet on-hand.
  • A sales rep wants to reserve items for a potential sale.
  • You're shipping items from one facility to another, and want to show the items as being 'in transit'. 
‚Äč
 You click this when you want to apply a "Unique Tag" (serial, batch, or lot number) and/or a "Unique Date" (expiration date) to an item that has already been added to stock. 
You can also click the "Apply" button when you need to change the existing "Unique Tag" and/or "Unique Date" of an item in stock.
 

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