Inventory

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Note N.B: To access this window from Opera Job Management: open Inventory menu, then select Inventory items


Inventory management in opera allows to perfom multiple tasks, such as warehouse inventory, stock quantity checks, minimum stock levels, ordered and reserved bars, and handles leftovers, assigning a unique code for each piece. A complete history of documents and operations regarding each item is stored for a complete control of inventory. Let’s take a detailed look at the form fields


Content description

Contents

Top filter

  • StatusFile:tastomenutendina.png: items are filtered according to the selected item from the list (below safety stock/reserved / ordered)
  • Worked after / Worked before : these fields allow to select a specific timeframe for the displayed inventory items
  • Qty File:tastomenutendina.png: this will filter items according to the current stock quantity. Available choices are (All/Qty>0/Negatives/Qty=0/Empty)
  • Keyword: filters the stock items by keyword, if the archive profiles and accessories is a search key set. The key selection field in the top section shows the list of search keys set for the articles in its archives, as in the example picture.

File:chiave.png

  • Warehouse/Position: filters the stock items by the position in a specific warehouse

Buttons

  • File:tastopiu.pngFile:tastomeno.pngFile:tastodiverso.pngFile:tastouguale.png: these are the default buttons used to add, delete, modify and duplicate the items in the archive.
  • File:tastostampa2.png: clicking this item allows to print:
    • Optimized inventory list, displaying item values
    • Positions, containing item list and position in warehouse
    • Inventory list, a specific report useful for warehouse inventory
  • File:tastomovimentimagazzino.png: this button will display warehouse movement for the selected item
  • File:tastoetichette2.png: shows the inventory labels
Note NOTE:
This button is available only with Inventory Barcode step
  • File:tastocodicebarre.png: enables barcode reading for stock items.
Note NOTE:
This button is available only with Inventory Barcode step
  • File:tastoexcel.png: export to excel current list content

Bottom list section

  • File:tastoarchivio.png: a direct link to the item in archive. You can access archive data without closing inventory
  • File:tastopeso2.png: alternates visualization of item quantity / item weight
  • File:tastototali.png: opens warehouse totals. The values displayed are related to the filtered elements only
  • File:tastosottoscorta.png: this button allows you to check all materials whose stocks are low
  • File:tastomovimentimagazzino2.png: this button will display all warehouse movements


Main content

  • Type File:tastomenutendina.png: the item type. It can be Profile, Accessory, Other. Many form fields are automatically set according to this type
  • Name File:tastoc.png: The item code. Clicking on the C button, you can pick up the item from the archive
  • Desc: the description of the item. This field is automatically imported from archive, after selecting item’s code
  • Int. col. / Ext. col. / Color File:tastoc.png: Internal/External color of item. For profile type, both fields will be available, otherwise you can set only one of them
  • Size: the dimension type assigned to the inventory item (piece/lenght/weight/surface)
Note NOTE:
choosing the right size type is a key value for a correct stock management. If the item is a profile, its size type will be length, and its stock quantity in pieces.

If you are working with an accessory (i.e a gasket), you can either choose pieces as size type or length if you buy the item per meter/inches

  • Stock: displays the current item quantity, according to its dimension and unit of measurement
  • Reserved: displays the item quantity currently on hold. This will grant you not to use items already needed for other jobs
  • Parts ordered: displays pending orders for this item. This is updated according to the order documents in warehouse
  • Loading from list: displays the quantity to be added from a pending loading/optimization list
Note NOTE:
these fields are automatically updated on every inventory operation on the item
  • Safety stock: The minimum item quantity to keep always in inventory. For example, if you wish to keep at least one box of hinges, you should fill this field to the number of pieces per box.
  • Pos. (position): the item position in warehouse
  • Id.: a id code for the inventory item, if needed
  • Barcode: each item could have one or more barcodes, used to identify quantity (ie: single piece, box)
  • Last movement: this read-only field displays last movement date involving the current item
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