You can view and manage the inventory items in your Cloud catalog on the mobile app.
To go to the inventory management view, tap the 3-line drawer in the top-left corner and tap “Inventory.”
On the screen, you will see the inventory items and the options to manage them. The following are the options.
Filter inventory items
To filter inventory items, tap the “Filters” icon in the top-right corner and select the filters. You have filters for status, brands, categories, and suppliers.
Once you have selected all your filters, tap “Apply” to see the filtered items.
Search for inventory items
If you want to search for a specific item, type in the search string in the Search box below the Inventory List section and tap the Search icon to the left of the string.
You will see one or more items that match the search string.
View inventory item details
To view the complete details of an inventory item, tap the item in the inventory list. You will see the item's stock levels, the inventory locations where it is stocked, and its inventory history.
For a pool-tracked item, you can move the item across locations by tapping “Move” next to a location, selecting the quantity and new location, and tapping “Move” on the next screen.
For an asset-tracked item, tap the specific asset to see the option to move it.
You can also set the minimum stock and reorder quantities if needed.
View inventory history
If you want to view the allocation, deallocation, check-in, and item movement history across locations of all inventory items, tap “Inventory History” above the inventory list.
You will see the overall inventory history of all items.
Scan inventory items
You can use the built-in scanning capability in the Cloud Mobile app to scan items and move, allocate, or receive them.
Batch Move
The Batch Move functionality on the Cloud Mobile app currently works only for asset-tracked items.
To batch-move items to inventory locations:
1/ Tap "Scan or Search Product/Asset" and tap "Batch Move."
2/ Tap the inventory location and tap "Confirm Destination."
3/ You will see the scanner. You can search the item by its name. You can also scan its QR label or serial number.
If you searched by name, you will see all assets that match the search.
If you scanned an item, it is automatically ready to be moved to the selected location.
4/ If you searched by name, tap on the items you want to move.
5/ Use the scanner to scan other asset-tracked items you want to move.
6/ Once done, tap "Complete Batch."
Batch Allocate
The Batch Allocate functionality on the Cloud Mobile app currently works only for asset-tracked items.
To batch-allocate items to projects:
1/ Tap "Scan or Search Product/Asset" and tap "Batch Allocate."
2/ Scan the item's QR label or serial number and you will see the projects in which the item is required.
3/ Tap a project and tap "Continue."
4/ You will see the project locations where the item is required. Tap one or all locations and tap "Allocate."
5/ You will see the scanner again. Scan for another item and allocate it to one or more projects by following steps 3 and 4.
6/ Once done, click "Complete Batch."
Batch Receive
To batch-receive items and check them in to an inventory location:
1/ Tap "Scan or Search Product/Asset" and tap "Batch Receive."
2/ Tap the inventory location and tap "Confirm Destination."
3/ You will see the scanner. You can search the item by its name.
If there is a purchase order (PO), you will see the PO number and the option to receive the item without the PO.
4/ Tap the PO and you will see the option to specify the quantity and the serial numbers (if the item is asset-tracked). You can also use the scanner to capture the serial numbers.
5/ Once done, click "Add item."
6/ You can now search for a different item by typing its name in the search box, and follow steps 3 to 5 to receive the item.
7/ Once you have added all the items to receive, tap "Complete Batch."
Capture serial numbers of asset-tracked items
You can use the scanning capability on the Cloud Mobile app to scan and capture the serial numbers of the items you have received.
To capture the serial numbers:
1/ Tap "Capture serial#" at the top.
You will see the scanner. You can either scan the product or its packaging for the serial number, or enter it manually.
2/ You can capture the serial number as follows:
If you scan the serial number, the Cloud Mobile app will capture it and proceed to the next item.
If you enter the serial number, tap "Save" to proceed to the next item.
3/ Once you have captured all the serial numbers, tap "Save."
Update asset-level details of inventory items
Currently, on the Cloud Mobile app, you can only update the details of items one by one. If you want to bulk update, go to the Cloud app and perform it.
Check out this article for more details.
To update the asset-level details of an item:
1/ Tap an asset-tracked (Unit-Tracked) item in the Inventory List section.
2/ Expand an inventory location where the item exists.
3/ Tap an item in the location, and you will see the options to update its asset-level details.
4/ Tap the Pencil icon at the top-right corner, and all fields are now editable.
5/ Once updated, tap "Save."