Minimum Version Required: 21.01
Steps
Take Customer Inventory - Mobile
1. Navigate to the Mobile Invoice Edit screen.
2. Tap the Inventory box next to a product.
3. Enter the total number of wholesale units the customer currently has in stock.
4. Tap 'Done'.
Detailed Inventory
1. Tap on a product name to open the Product Detail screen.
2. Toggle on the 'Detail' option in the Inventory section.
3. Tap each inventory location box and enter the number of wholesale units of the product in each location
4. Tap done.
Fields And Definitions
Detailed Inventory - Allows users to take separate inventory for a product in displays, backstock, or shelves. Inventory recorded in this view is automatically summed when synced to the server. Inventory history cannot be viewed in Detail view.
Best Practices
Inventory history is displayed in Encompass Mobile on the Product Detail screen, the Customer History table, and the Store Depletions table.
Once Detailed Inventory view is toggled on, it is displayed for all products and Inventory can be recorded from the Usual Products screen as well as the Product Detail screen.
If Inventory is recorded in the Detailed Inventory view, then the Detail option is toggled off, all Detailed Inventory is automatically summed for each product.
After the input box gains focus and starts typing, regardless of whether editing is actually performed, the following processing will be performed each time the input box loses focus:
Remove the 0 at the end of the decimal place, for example 0.03200 -> 0.032
The Inventory value retains 6 decimal places. The rules are as follows:
0.0000355 -> 0.000035
0.0000356 -> 0.000036If Inventory < 0, then Inventory = 0
After these three steps, compare the calculated Inventory with the Inventory in the database
If they are the same, no action is taken.
If they are different, save inventory and upload.