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Viewing Inventory Status by Location

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Bypass Manager offers a convenient way to see the Status of your inventory for all of your Locations.

Sep 20, 2017•Knowledge

 

You can view this information by navigating to Inventory > Status within Bypass Manager.

Inventory Status for All Locations

Viewing the Inventory Status for all locations will provide details on the overall percent of par Stock Items are at all Locations including their total counts.

To speed up the process of creating a Transfer Request, you can also use the Par and Transfer links on this page to fill in fields and Stock Items on a New Transfer Request automatically.


Viewing the Status of Stock Items for all Locations at a Venue

 

Bring a Location to Par

If a location is underpar and you would like to resupply the location, you can bring a location to par.

Bringing a location to par is a great way to quickly and effectively transfer the necessary amount of items required to a location before an event. You can bring a single location to par or bring multiple locations to par. In addition to that, you can bring locations to a percentage of par.

For more information about setting a Par, read the Setting Par Levels section in this article.
 

Single Location

  1. From the Inventory Status screen, click the link Bring to Par to the right of a location.
  2. In the Select Source dialog, select the location in which the items will come from.
  3. If you need more or less than par, enter the percentage amount into the Percentage of Par field.
  4. Click the Create Transfer button to start creating the request.
  5. The New Transfer page will be opened with fields and Stock Items automatically filled in.
  6. Continue following the steps outlined in the article Performing Inventory Transfers to finish creating the Transfer.
 


Selecting a Source for Stock Items to bring a Location to Par


You can also use the Bring Location to Par button when viewing the details of a single Location to start the same process.
 

Multiple Locations

  1. From the Inventory Status screen, click the checkboxes next to the Locations you wish to bring to Par.
  2. Click the Actions menu in the upper-left.
  3. Click Bring to Par in the menu that appears.
  4. If you need more or less than par, enter the percentage amount into the Percentage of Par field.
  5. Click the Request Transfer button to create the request.

 


Creating multiple Transfer Request to bring multiple Locations to Par

 

To continue the Transfer process, visit the Transfer Requests section of Inventory Transfer page in Bypass Manager. For more information, review the Performing Inventory Transfers article.
 

Transfer Stock Items into a Location

  1. In the list of Locations on the Status page, click the Transfer In link to the right of a Location.
  2. The New Transfer page will be opened with the Destination field automatically filled in to the selected Location.
  3. Continue following the steps outlined in the article Performing Inventory Transfers to finish creating the Transfer.

 

Transfer Stock Items out of a Location

  1. In the list of Locations on the Status page, click the Transfer In link to the right of a Location.
  2. The New Transfer page will be opened with the Source field automatically filled in to the selected Location.
  3. Continue following the steps outlined in the article Performing Inventory Transfers to finish creating the Transfer.

 

Inventory Status at a Single Location

To view more detailed Status information for a location, click the location's name in the list.

To return to the list of all Locations, click the Back to All Locations button in the upper-right.

 


Viewing the Status of Stock Items at a Location

 

Storage Areas

To make your audit reports and transfers more organized and efficient, you can use Storage Areas to "tag" the location of your stock items at your location.
 

Creating a Storage Area

To create a Storage Area,

  1. When viewing the inventory status of a Location, click the Create Storage Area button at the top.
  2. In the Create Storage Areas Tags dialog that appears, type in the name of the storage area and press Enter on your keyboard.
    • To add more than one storage area, after typing in the name of a storage area, press Comma (,) or Enter on your keyboard to start adding another storage area name.
    • Once the storage area name(s) has been entered, press the Save button.

 


Creating a Storage Area

 

Assigning a Storage Area to a Single Stock Item

To add a Storage Area to a Stock Item,

  1. When viewing the inventory status of Stock Items at a Location, click the Pencil icon to the right of the item name in the Storage Area column.
    • If a Create link is displayed instead, you have not created any Storage Areas yet.
    • Click the drop-down menu to select a storage area or type into the field provided to search for a storage area.
    • After selecting a storage area, click the green Checkmark icon to save the changes.

 


Assigning a Storage Area to a Stock Item at a Location

 

Assigning a Storage Area to Multiple Stock Items

If multiple Stock Items are going to be stored in the same Storage Area, you can select those items and assign a Storage Area to the selected items at the same time.

  1. When viewing the inventory status of Stock Items at a Location, select the Stock Item(s) to waste using the checkboxes to the left of the Stock Item names.
  2. Click the Actions menu in the upper-left of the list.
  3. Click Assign Storage Area in the menu that appears.
  4. In the dialog that appears, select a Storage Area from the drop-down menu.
  5. Once selected, click the Save button to assign the Storage Area to the selected items.

 


Assigning a Storage Area to multiple Stock Items

 

Setting Par Levels

It may be valuable to keep an ideal number of an item in your inventory at a specific location. To do this, you can set the Par for items.
 

Setting the Par Level for a Single Stock Item at a Location

  1. When viewing the inventory status of Stock Items at a Location, click the Pencil icon to the right of a stock item.
  2. In the left field, enter the minimum quantity of the item to be held at that location.
  3. Select the Unit of Measure in the right field for that item.
  4. Click the Plus icon to save the changes.

 


Setting a Par amount for a Stock Item at a Location

 

Setting the Par Level for All Stock Items at a Location

To set the Par amounts for all Stock Items at a Location in mass, you can use the Edit All Pars button at the top of the Par column.

  1. When viewing the inventory status of Stock Items at a Location, click the Edit All Pars button at the top of the Par column.
  2. In the left field, enter the minimum quantity of each item to be held at that location.
  3. Select the Unit of Measure in the right field for each item.
  4. Once all Par levels have been set, click the Save All Pars button at the top of the column.

 


Setting the Par amount for multiple Stock Items at a Location

 

Waste a Stock Item

If you are needing to waste stock for multiple stock items at once, follow the steps below.

  1. Select the Stock Item(s) to waste using the checkboxes to the left of the Stock Item names.
  2. Click the Actions menu in the upper-left of the list.
  3. Click Waste Items in the menu that appears.
  4. In the dialog that appears, enter the count of items wasted into the Waste Count column.
  5. After all counts have been entered, click the Waste Stock Items button.

 


Wasting Stock Items at a Location

 

Definitions

Inventory Status table

Column Definition
Location Name of Location.
Status Displays percent to Par for the sum of all Stock Items at a location.
Location Type Type of Location.

Review the article Creating and Managing Locations for more details on Location Types.
Current Count Current count/sum of all stock items within a location.
PAR Totals Sum of all Par amounts within a location.
Actions Additional actions that can be performed on a Location.
Par A set desired number of a specific item for a location. Useful as a value to start a given event at and replenish to throughout.

 

Location-specific Inventory Status table

Column Definition
Stock Item Name of Stock Item
Status Displays each Stock Item's percent to Par
Storage Area Tag to make audit reports and transfers more organized and efficient.
Inventory Category Inventory Category set for the Stock Item.

For more details about Inventory Categories, visit the article Creating and Managing Inventory Categories.
Current Count Current count of a stock item at the selected location
PAR Displays each stock item's set par level at the selected location
Actions Additional actions that can be performed on a Stock Item.

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