Inventory Management works with Purchase Orders to create a system in which inventory can be tracked.

Inventory Main

A list of inventory items will be displayed. Select Details to expand each item and view the full item desciption. On Hand displays how many of the item that your company currently have in stock. On Order displays how many of the item has been ordered. This number correlates to open purchase orders of the item and will update once the Purchase order has been closed. How to submit a Purchase Order.

Add New Item

Inventory Main

  1. Select Add New Item.
  2. Enter an internal id. You may use any system that is appropriate to your company.
  3. Enter the product's part number, quantity qualifier, and cost per 1.
  4. If applicable, enter the corresponding Document ID.
  5. Enter a short description, and the location of the item.
  6. In notes, enter details about the item.
  7. Browse for and select an image to depict the item.
  8. Select Add Item.
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Inventory Edit

  1. In the Inventory Items page, Select Edit.
  2. Make any changes to the item.
  3. Select Update Item.
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Inventory Adjust

Through the Adjust page, you can manually update the Item Count of an item. You can also view the Adjustment History of the item.

  1. In the Inventory Items page, Select Adjust.
  2. Select increade/decrease and the amount.
  3. Select the reason.
  4. Enter the PO# if applicable.
  5. Add any notes.
  6. Select Submit.

The Adjustment History displays every event that occured that changed the Item count from purchase orders, work orders, or manual adjustments.

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Work Order Template

QCDoc work orders are used to create resource-based transactions that specify the basic terms and conditions for manufacturing a product. For example, you can create a work order for the assembly of a copper cathode. Within that work order you would specify the cost, hours, and raw materials required to complete the work order. You would also specify what products the work order would produce. As a work order is opened and closed, the item count of all products and raw materials involved would update in the Inventory.

Work Order Template

  1. To create a work order template, enter a template name and select Create New Template.
  2. The template will appear in the grid above.
  3. Select Edit.
  4. Enter a type and description.
  5. Enter the cost, hours, and duration.
  6. You may de-activate a work order at any time.
  7. Enter a guide document id if one exists.
  8. Press Update.
  9. In the Inventory Items grid, press Add on items required to create the product.
  10. In the Chosen Items, select to Edit each item added.
  11. Update the quantity, and select Source as the Designation. Select update.
  12. Return to the Inventory Items grid, press Add on items that the work order will produce.
  13. In the Chosen Items, select to Edit the item. Update the quantity, and select Product as the Designation. Select update.

Your work order template is now complete. Go to the Work Order page to create instances of the work order.

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Work Order

  1. To create a work order, enter a work order name, select a template and select Create.
  2. The work order will appear on the grid above. Select Edit.
  3. The work order settings will be defined by the template selected.
  4. You can change any settings. Click the Manage Items button for item specific edits.
  5. Do not forget to press Update to save any changes.
  6. Press Commence to start the work order. You can also select a date. The work order will automatically start on the date selected.
  7. Press Complete to complete the word order. You can also select a date. The work order will automatically end on the date selected.

Work Order Edit

The Log will display work order events, such as commence and completed. You can also manually add updates.

Work Order Log

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