Inventory User Guide

1
Inventory User Guide
WebVenice 5
2
Welcome to WebVenice Inventory

• WebVenice Inventory allows you to manage your
  inventory tasks using your computers web
  browser. Using WebVenice Inventory, you can
• Enter and maintain information about specific
  stock items at specific inventory sites,
  including aisle/bin quantities, reordering and
  restocking, and vendors.
• Issue, return, and transfer stock items to and
  from inventory.
• Allocate and adjust inventory quantities at
  inventory sites.
• Count and replenish stock items at inventory
  sites.
• Generate pick lists to track stock items
  distribution.
• Associate stock items with Asset Codes.
  WebVenice uses asset codes to link Inventory data
  to Fixed Assets data, so you can track fixed
  assets and transfer them to and from inventory.
• Inventory functions are split into two
  sub-options on the main WebVenice menu.
• Inventory menu sub-option includes Issues, Issue
  Kits, Returns, Pick Lists, Replenishment, and
  Maintenance.
• Warehouse menu sub-option includes Transfers,
  Adjustments, Allocations, Manual Receipts, and
  Counts.

3
Order of Units

• Unit 1 Issues
• Unit 2 Pick Lists
• Unit 3 Returns
• Unit 4 Replenishments
• Unit 5 Transfers
• Unit 6 Adjustments
• Unit 7 Allocations
• Unit 8 Counts
• Unit 9 Manual Receipts
• Unit 10 Inventory Shopping
• Unit 11 Inventory Reporting

4
Unit 1

• Issues

5
Issues
Click the Inventory menu option to display the
Inventory submenu.
Click the Issue sub-option to display the Issue
document submenu.
Click the New Issue sub-option to display the new
issue document wizard.
Create Issue documents from scratch adding one
stock item at a time, or create from an issue kit
Use Next button to move through the Document
Wizards steps after making your selections
Select a source site in Step 1, whether using a
kit or not
6
Issues New Document Wizard
Select the Charge To Department of the customer
being issued the stock items in Step 2.
If multiple Bill To and/or Ship To addresses
are defined, click Display, then select the
correct address in Step 3. (If only one address
is defined, WebVenice skips this step.)
Enter a description and select the name of the
requestor in Step 4. By default, Requestor is set
to the person creating the issue document.
Click Create after making selections.
7
Issues New Document Link
After you click the Create button, the Step 4 tab
displays this message.
Click the hyperlinked document number to open the
new Issue document.
Do NOT use the back button on the browser because
you to create another issue document.
8
Issues Document Header
Click the newly created issue document number
hyperlink to display the Inventory Header.
The inventory Document Type is shown here
Modify Print Format for this issue document if
needed. The format defaults based on Document
Type if the System Administrator did not
configure a specific format. For example, Issue
Document type defaults to Issue Ticket print
format.
Information entered from the wizard now populates
the issue document header.
9
Issues Document Items
Click the Inventory Items tab to display a list
of items that were added to the current issue
document.
You can view accounting distribution and any
accounting errors
Click the hyperlinked item number to open Item
Detail tab.
You can add items from list.
WebVenice automatically notifies of back order
status.
You can add, change or delete item accounting
Click the hyperlinked Stock Item description to
open Stock Item Maintenance tab.
Only stock item number is required to add items
from the item list. If aisle/bin is not entered,
WebVenice searches for the first active aisle/bin
with on hand quantity greater than zero. Enter a
specific aisle/bin to have WebVenice use the
specified aisle/bin instead of searching. If an
error occurs when adding an item, the error
message displays next to the problem item.
10
Issues Item Detail
Click the hyperlinked item number from the Item
List to display Item Detail tab. Click Add Item
button from the Item List to first select a stock
item to add to the issue document and then
display this tab to edit new item details.
Quick and easy method to issue backordered items
once in stock.
Yellow notification of items not available for
issue
Enter the quantity required for this issue
View current inventory levels
Add notes for this item if needed.
Record how item was received.
View costs associated with the item.
View and modify Issue Account and Overhead
Account per item
Associate an internal work order to this line item
11
Issues Issue Item Warning
If you change the issue quantity to a number
greater than the quantity on hand for the
aisle/bin, WebVenice displays a message asking if
you want to replace the overage on back order.
Once the items are placed on back order,
WebVenice waits for a receipt to occur for the
stock item and then sends a message to the Site
Administrator to advise that a back order can be
filled for the newly received stock item.
An organization can select between using the
original average cost of a stock item when back
ordered or using the current average cost of the
item at the time of issue. When this option is
set to use the current average cost, all issued
items to use the current average cost of the
stock item at the time that the item is issued.
Your organizations WebVenice Administrator
must contact Venice Support to request any change
to the Average Cost setting.
12
Issues Item Accounts
Click an items Acct hyperlink on the Inventory
Items list to display the item accounts tab.
Click Add Account to display the add account
criteria so you can search for an account based
on a partial or full account code. Click the
hyperlinked account code to add the account code
to the current stock item on the issue document
When you add an account the first account is set
to a percentage of 100 because it is the only
account for the item. If you add another account,
the percentages are split into 50 for each
account.
To change percentages you must blank out dollar
amounts when saving your new account settings.
The dollar amount overrides the percentage values
when saving changes so you can specify an
accounting split to the penny.
13
Issues Inventory Transactions
Click the Transactions tab to display all
inventory transactions created when working on
the current issue document.
Data is shown in black text for the first row of
information, and in red text for the second row.
The table header displays in two rows, one row in
bold black and the second row in bold red and
brown.
Click the hyperlinked stock item number to open
stock item maintenance tab.
14
Issues Close/Re-Open Document
Click the Re-Open Doc button to reopen document
Once all required issue document data is entered
the Close Doc button is visible. Click this
button on the Inventory Header tab to change the
document to read only mode.
15
Issues Using Kits
You can use an issue kit (if one is available) to
create a new issue document. Issue kits allow you
to create standard kits of items, which you can
issue to a user simultaneously, rather than
issuing each stock item individually.
You must select a site before you can create an
issue document using an issue kit
Click From Issue Kit to display a list of
available issue kits for the selected site.
Click the hyperlinked kit description to use the
kit to create a new issue document.
16
Issues Kit Items
Click the hyperlinked kit description to display
the list of kit items associated with the
selected kit
Click Select a Different Kit to select another
kit.
Kit items must be associated to a stock item
before the issue document can be created
If the kit is not in read only mode, you can
remove kit items before creating the issue
document
Click the Create button after you configure the
issue kit
Click the hyperlinked stock item number to change
the associated stock item
17
Issues New Document Using Kit
Click the Create a New Issue Document Using these
Kit Items button to proceed to the next step in
the new issue document wizard. Open the new
issue document to display a finished issue
document (if accounting is required then
accounting must be added before the document is
finished). At this point any items associated
with the kit have their associated quantities
issued from inventory. The person creating the
issue document can now create a Pick Ticket,
click the Close Doc button to close the document
or continue editing the document header and items.
You can add other items to issue document in
addition to kit items
Kit items are identified on issue document
18
Issues Search
Click the Inventory menu option to display the
Inventory submenu
Click the Issue sub-option to display the Issue
document submenu
Click the Open Issue sub-option to display the
issue document search criteria tab
19
Issues Search Results
Click the Search for Issues button to display the
list of issue documents that fit the specified
search criteria
The Recent Changes tab displays a list of
inventory documents you have modified, sorted by
modified date. If you are searching for issue
documents then only issue documents display in
the Recent Changes list.
Click the hyperlinked document number to open the
issue document
20
Issues View Report
You can display the Issue Ticket Report from the
issue document header tab.
Click View Report to display the Issue Ticket
report as an Adobe Acrobat .pdf using the
specified print format
All inventory document types are listed, but only
those associated with a particular document type
(Issues, Returns, etc.) print valid reports. If
you select another type of report it displays
blank. Report types are Adjustment Ticket,
Allocation Ticket, Charge to Department
Transactions, Charge to Department Transactions
Recap, Inventory ABC Analysis, Inventory Forecast
Analysis, Inventory Performance Analysis,
Inventory Value Analysis, Issue Ticket, Master
List, Inventory Site Listing, Manual Receipts,
Physical Count Slips, Pick/Ship List, Receiving
Reports By PO, Inventory Exception Report, Return
Ticket, Inventory Transaction Log, and Transfer
Ticket.
21
Unit 1 Lab

• Create a new issue document without kit items
• Create a new issue document with kit items
• Open an existing issue document and become
  familiar with information available

22
Unit 2

• Pick Lists

23
Pick Lists New
Initiate the pick process from the issue document
header by clicking the Pick Ticket button. The
Pick Ticket button displays the Pick/Ship List
report with items on the issue document to be
picked. This button also creates a WebVenice pick
list so you can pick items using WebVenice or
PocketVenice.
Pick list items are taken from inventory and
moved. Inventory site staff can create an
itemized list of items they need to pick from
inventory, complete with quantity, Aisle/Bin
location, etc.
24
Pick Lists List
Once the pick ticket has been printed from the
issue document header the pick list created can
be viewed by selecting the Pick Lists menu option
on the inventory submenu
Click the Inventory menu option to display the
Inventory submenu
Click the Pick Lists sub-option to display
available pick lists that are not in finalized
status.
Click the hyperlinked pick list description to
display pick list items.
25
Pick Lists List Detail
Click a hyperlinked pick list description on the
Select Pick List tab to display pick list
items. WebVenice displays the Total Picked if an
item was previously picked, along with a blank
space to enter a new quantity to add to the
current quantity picked. Click the hyperlinked
stock item number to go to the stock item
maintenance tab.
If you add a new quantity, it is added to the
existing quantity picked and does not replace the
value. If you add 1 to the previously picked
total of 1 and click Save Changes, a new Total
Picked of 2 appears because the quantities are
added together.
Click Finalize Pick to end the pick process and
delete the pick list. WebVenice displays a
confirmation message.
26
Pick Lists New Items
Once you create a pick list, adding a new item to
the issue document creates a pick ticket
addendum. Click the Recent Changes tab when
searching documents to open your most recently
updated document.
A new item was added to this issue document
If you click the second item WebVenice displays a
status message because the item has already been
picked and cannot be changed
27
Pick Lists Reprint Items
The Reprint All Pick Items checkbox appears after
you create a pick ticket. You can reprint the
entire list of items if you check this box. If
you leave it unchecked and click Pick Ticket, a
pick ticket addendum report is displayed. The
addendum lists only the new item added to the
issue document.
After the addendum is displayed, WebVenice
creates a new addendum pick ticket and flags the
new item as placed on a pick ticket.
28
Pick Lists Addendum
After the pick ticket addendum is created you can
navigate to the Pick List tab to pick the new
item.
Click the Inventory menu option to display the
Inventory submenu
Click the Pick Lists sub-option to display
available pick lists that are not yet finalized
ADDENDUM was added to indicate the item was added
to a previously created pick ticket
Click the hyperlinked pick ticket description to
display pick ticket items on the Pick List Items
tab.
29
Pick Lists Bypass Pick Ticket
Users can bypass the normal pick items process
once. The user must follow the normal pick ticket
process if additional pick items are added to the
issue document.
Create an Issue document for the desired item(s).
Click the Finalize Ticket button to finalize the
issue document as if the pick items process had
been completed normally. This button displays
only if a pick list doesnt already exist for the
issue document (once the Issue document is
finalized the Finalize Ticket button disappears).
When you click the Close Doc button WebVenice
closes the Issue document and you cannot add
additional inventory items unless you either
reopen the existing Issue document or create a
new Issue document, according to your
organizations preferred method.
30
Unit 2 Lab

• Create a pick list from an issue document
• Review all pick lists available for picking
• Finalize a pick list

31
Unit 3

• Returns

32
Returns
Click the Inventory menu option to display the
Inventory submenu
Click the Return sub-option to display the Return
document submenu
Click the New Return sub-option to display the
New Return document wizard
The Document Wizard process for a Return document
is identical to the Issue Document wizard.
33
Returns Document Header
Click the newly created return document number
hyperlink or select a return document from a
document search to display the Return Document
header tab
Document type is shown
Print format changes to appropriate document type
Utilizes wizard creates Return document using the
WebVenice standard inventory document screen
layout
34
Returns Copy Issue Item
Click the Inventory Items tab to list all items
currently on the Return document. Click Add Item
or Copy Issue Item to add new items to the Return
document.
Click Copy Issue Item to display an entry tab
where you can create a return item from an issue
receipt. Use this method use the original average
cost.
When you create a return for a stock item, either
the current average cost or the original average
cost for that item can be used as the return
cost. Click the Add Item button to use the
current average cost.
You can create a return item from a specified
Issue document and stock item. The person
returning the item can be credited for the exact
dollar amount as when the item was issued.
35
Returns Item Detail
When you add a new item to the return document,
the new items price is set to zero.
Quantity On Hand updates when you click Save
Changes.
Enter the original issue document number and
stock item number, then click Save New Item to
use the original average cost method.
WebVenice populates Restock Accounting
information from the Site administration table.
36
Returns Stock Item Link
After you add an item to the return document it
is listed when you click the Inventory Items tab.
Click the hyperlinked stock item description to
open stock item maintenance
37
Returns Inventory Transactions
Click the Transactions tab to display inventory
transactions generated by the current return
document.
Click the hyperlinked stock item number to open
stock item maintenance
38
Returns Report
click the View Report button to view the Return
Ticket Report from the return document header
screen.
If Return is from a specified Issue document,
Document ID is printed
You can use print and use this ticket for
sign-off of material return.
39
Unit 3 Lab

• Create a Return for any inventory item
• Create a Return for the Issue from earlier in the
  class
• View the Return Ticket

40
Unit 4

• Replenishments

41
Replenishments
Click the Inventory menu option to display the
Inventory submenu
Click the Replenishment sub-option to display the
replenishment submenu
Click the New PO sub-option to display the list
of inventory sites available to be replenished
Replenishment allows you to automatically
replenish inventory stock when stock drops below
a certain level. Replenishment integrates with
Purchase Orders (POs).
Click a hyperlinked site ID or description to
display a list of stock items to be replenished
42
Replenishments Items On Order
Click a hyperlinked site ID or description from
the site list (Open Market tab) to display a list
of stock items to be replenished Click on a
hyperlinked stock item number to open stock item
maintenance
When an item is already on order it is not
available to be placed on another replenishment PO
Open Market, Vendor, Manual, and Blanket/
Contract tabs are different stock item ordering
methods. You must click each tab to place those
items on the replenishment PO.
Only stock items with a status of Order can be
replenished. The status change can occur manually
or by the current quantity on hand going below
the minimum quantity allowed.
43
Replenishments Select Items
Click Select All Items to select all items for
the current Order Method to be placed on the
replenishment PO
The suggested quantity to order is listed for
each item available to be replenished
Click the Replenish link to select an individual
item to be placed on the replenishment PO
Click the Remove Item link to deselect the stock
item for replenishment
44
Replenishments Create PO
Click the Create Replenishment button (see
previous slide) to open the New PO document
wizard The new PO document wizard is very
similar to the inventory document wizard, using
the Next and Previous buttons to move through the
process. Click the Create button to create the
replenishment PO using the items selected for
replenishment. After the PO is created you can
click the hyperlinked PO number to open the PO.
45
Replenishments Search PO
Click the Inventory menu option to display the
Inventory submenu.
Click the Replenishment sub-option to display the
replenishment submenu
Click the Open PO sub-option to display the
replenishment search criteria tab.
46
Replenishments Search Results
Click the Search for Replenishment button on the
Search Criteria tab to display a list of
replenishment documents for the specified
criteria.
Click a hyperlinked replenishment number to open
the document
47
Replenishments PO Header
Click a hyperlinked replenishment document number
to display the PO header screen
The type of PO is displayed here
Select a vendor to process this replenishment
48
Replenishments PO Items
Click the PO Items tab to display a list of items
on the PO. Cick the hyperlinked item
description to display the item detail.
Click the hyperlinked stock item number to open
stock item maintenance
49
Replenishments Select Vendor
Click the PO Header tab and then click the Ready
for Approval button to continue processing the
replenishment PO.
You must select a vendor before replenishment
status can change. Click Ready for Approval
after selecting the vendor.
50
Replenishments Vendor Performance
Click the Select Vendor button to display your
most commonly selected vendors. You can click the
Search Criteria or use the alpha index to find a
specific vendor.
Click the hyperlinked vendor number to assign the
vendor to the current replenishment document and
re-display the PO header screen.
Vendor name color is based on the vendor
performance rating. Click on the hyperlinked
vendor number to view and maintain performance
data.
51
Replenishments Ready to Send
Click the Ready for Approval button to change the
status of the replenishment document. If no
approval routes are required, the status process
skips the Ready for Approval status and goes
straight to the PO Approved status.
The status message states what status change took
place on the replenishment
Click Ready to Send when you are ready to deliver
the replenishment document to the vendor.
52
Replenishments Change Status
Click the Ready to Send button to change the
status of the replenishment to Ready to Send
53
Deliver PO
Click the Inventory menu option to display the
Inventory submenu
Click the Replenishment sub-option to display the
replenishment submenu
Click the Deliver Document sub-option to display
a list of documents ready to be delivered
54
Deliver PO Delivery List
Click the hyperlinked document type to display
the associated delivery options
Displayed options are specific to the selected
document and are not applied to all documents on
the delivery list
55
Deliver PO Select PO to Deliver
In order to deliver a document you must click the
checkbox next to the document and click Save
Changes. You can select multiple checkboxes at a
time.
When you click Save Changes a status message
advises that the changes were successful
56
Deliver PO Vendor List
click on the Vendor List tab to display all of
the associated vendors for the selected documents
for delivery. For example, if you were delivering
two document to the same vendor, that vendor
would only be listed here once since the vendor
delivery preferences apply to the vendor and not
to the specific document.
Changing preferences only applies to the current
delivery job. You must use vendor maintenance to
change preferences permanently.
Click the hyperlinked descriptions to display a
tab where you can change the vendor preference
Click the checkbox next to the desired delivery
method and click the Save button
57
Deliver PO Vendor Delivery Options
Click the hyperlinked printer name to change the
default printer and the number of copies to print.
58
Deliver PO Vendor Delivery Options
Click the hyperlinked contact name to change the
vendor contact information for the current
delivery job
Click the hyperlinked email address to allow you
to set the details for the email message sent to
the vendor for any documents being delivered
You can attach the delivered documents as .PDF
files by clicking the Generate and Attach
Document as PDF checkbox.
59
Deliver PO Vendor Delivery Options
Click the URL hyperlink to send an e-mail to the
vendor with a specified hyperlink. Use this
method if you want the vendor to use a web
browser to see the documents instead of attaching
them to an e-mail.
Click the hyperlinked fax number to set the fax
number and fax header information used by the fax
server
60
Deliver PO Delivery Summary
Click the Delivery Summary tab to display a
summary of all the delivery options and vendor
preferences for the documents being delivered
Review the data, then click the Submit button to
submit this job to the job scheduler for
processing
61
Deliver PO Submit Delivery Job
When you submit the job WebVenice generates a
report that can be printed to keep a hardcopy of
the delivery job summary information
62
Deliver PO Delivery Status
Click the Delivery Status tab to display a list
of delivery jobs. Jobs that are still pending to
be listed at the top of the list.
Once the Job Scheduler has successfully processed
the job the job status to change to Job
Completed.
63
PO Receipt
When the Job Scheduler successfully delivers a PO
the status of the PO changes to PO Sent.
64
PO Receipt Search Criteria
Click the Inventory menu option to display the
Inventory submenu
Click the Replenishment menu option to display
the replenishment submenu, then click New Receipt.
Once a PO is successfully delivered the next step
is to create a receipt once items are delivered
by the vendor. click the New Receipt menu option
to display the PO search criteria screen to
search for the replenishment.
Click the Search for Purchase Orders without
Receipts button to display all replenishment POs
that are in a status of PO Sent and have not
had a receipt entered
65
PO Receipt Search Results
Search results are based on the specified
criteria to display a list of replenishment POs
Click on the hyperlinked PO number to display the
receipt items for the selected replenishment PO
To open the replenishment PO click the
hyperlinked PO number
Click the hyperlinked stock item number to open
stock item maintenance
66
PO Receipt Item List
Enter a value in the Update Qty field and click
Save Changes to add the specified quantity to the
currently received total displayed as Recvd Qty
It is possible to configure your system for blind
receipts that would prevent the receiver from
knowing the expected quantity
Once an item has been fully received the Recvd
Qty total to display in green. Partially received
items to have a quantity displayed in yellow.
The update quantity entered is added to the
received quantity when click Save Changes. It
does not replace the received quantity.
67
PO Receipt PO Header
Click on the hyperlinked PO number to open the
replenishment PO document
Once all items on a replenishment PO have been
fully received the status of the PO changes to
PO Complete Receipt
Click the Close PO button to close this PO so no
further changes are made.
68
PO Receipt Close PO
Cick the Close PO button to display a
confirmation message to make sure you want to
close the PO
Click the Yes button to close the PO and change
the status of the replenishment PO to PO Closed
Click the hyperlinked receipt item number on the
PO Items list tab to open the PO receipt
69
PO Receipt Transactions
Click the hyperlinked receipt item number to
redisplay the replenishment PO receipt item list
and show the status of the PO as PO Closed.
Cick the hyperlinked stock item number to display
stock item maintenance
Click the Transactions button to display the
inventory transactions for the current stock
item. Here you can see the receipt transactions
that occurred.
70
PO Receipt Stock Item Status
Click the Site Info tab for the current stock
item to show that the status of the site has been
changed from Order to Active
71
Unit 4 Lab

• Set an item to order status
• Create a replenishment document
• Receive that replenishment document

72
Unit 5

• Transfers

73
Transfers
Cick the Warehouse menu option to display the
Warehouse submenu
Click the Transfer sub-option to display the
transfer document submenu
Click the New Transfer Sub-option to display the
new transfer document wizard
The rest of the wizard process for the transfer
document is identical to the issue document wizard
74
Transfers Document Header
Click the newly created transfer document number
hyperlink or selecting a transfer document from a
document search to display the transfer document
header screen
The destination transfer site must be selected
before an item can be added to the transfer
document
Document type is designated in bar
Print format changes to appropriate type
Utilizes wizard to create document with standard
inventory document screen layout
75
Transfers Document Items
Click the Inventory Items tab to list the items
on the current transfer document. Select a
destination transfer site before adding items to
the transfer document.
Once a destination site has been selected and
saved on the transfer header the Add Item button
is available on the Inventory Items tab.
76
Transfers Conversion Factor
When adding a new item the conversion factors of
the source and destination site are compared to
make sure a conversion factor exists. If no
conversion factor exists, a new one must be
created before a quantity can be saved.
Click the Create New Conversion Factor button to
create a conversion factor between different
units of measure
Issue, Overhead and Charge to accounts to
default to the accounts configured for the site
Current stock levels are listed for the source
site of the transfer
An error message appears if the source and
destination site units of measure do not match
and a conversion factor does not exist
77
Transfers New Conversion Factor
Click the Create New Conversion Factor button on
the item detail screen to define a new conversion
factor between two different units of measure
Read and understand the examples before you set a
value
78
Transfers Save Conversion Factor
Click the Save Changes button to create the
conversion factor to redisplay the item detail
screen
If you want a note associated with the transfer
transaction in the inventory log you can enter a
note here when you save the changes with the
transfer quantity specified
The new conversion factor is now displayed for
the destination site
79
Transfers Item Transfer Quantity
Once the conversion factor has been created you
can enter a quantity to transfer from the source
to the destination site
The quantity on hand for the source site changes
when you click the Save Changes button
The quantity transferred to the destination site
is displayed and calculated based on the
conversion factor
80
Transfers Transactions
Click the transactions tab to display all
inventory transactions created by the current
transfer document
Transaction log shows the movement of items,
including the type of transaction performed
81
Transfers Source Site
Once an item has been added to the transfer
document the destination site cannot be changed
on the Inventory Header tab.
82
Transfers Report
Click the View Report button on the transfer
document header to display the Transfer Ticket
Report
83
Unit 5 Lab

• Transfer an item from one site to another
• View the transaction log
• Open an existing transfer and change the
  accounting information

84
Unit 6

• Adjustments

85
Adjustments
Cck the Warehouse menu option to display the
Warehouse submenu
Click the Adjustment menu option to display the
Adjustment document submenu
Click the New Adjustment menu option to display
the new adjustment document wizard
The rest of the wizard process for the adjustment
document is identical to the issue document wizard
86
Adjustments Document Header
Click the newly created adjustment document
number hyperlink or selecting a adjustment
document from a document search to display the
adjustment document header screen
Document type is shown.
Print format changes to appropriate type
Utilizes wizard to create document with standard
inventory document screen layout
87
Adjustments Document Items
Cick the Inventory Items tab to display a list of
items on the current adjustment document
Click the hyperlinked item number or stock item
description to display the allocation item
detail. If the quantity entered is greater than
zero the item to be read only.
Adjustment and Issue accounts to default to the
accounts configured for the site
After you click the Save button the quantity on
hand is adjusted and the item changes to read only
88
Adjustments Transactions
Click the Transactions tab to display all
inventory transactions created by the current
adjustment document.
Transaction log has only one entry since this is
a one-way transaction
89
Adjustments Report
Click the View Report button on the adjustment
document header to display the Adjustment Ticket
Report
90
Unit 6 Lab

• Create an adjustment document
• View the transaction log
• Change the adjustment account

91
Unit 7

• Allocations

92
Allocations
Click the Warehouse menu option to display the
Warehouse submenu
Click the Allocation sub-option to display the
Allocation document submenu
Click the New Allocation menu option to display
the new allocation document wizard
The rest of the wizard process for the allocation
document is identical to the issue document wizard
93
Allocations Document Header
Click the newly created allocation document
number hyperlink or select an allocation document
from a document search to display the allocation
document header tab
Document type is designated in bar
Print format changes to appropriate type
Utilizes wizard creates document with standard
inventory document screen layout
94
Allocations Document Items
Click the Inventory Items tab to display the list
of items on the allocation document
click the hyperlinked item number or stock item
description to display the allocation item detail
Quantity on Hand does not change with an
allocation
Qty Allocated updates when Save Changes Button
has been clicked
95
Allocations Transactions
Click the transactions tab to display the
inventory transactions created by the allocation
document.
Allocations are single transactions and appear
with only one line in the transaction log
96
Allocations Report
Click the View Report button on the allocation
document header to display the Allocation Ticket
Report
97
Unit 7 Lab

• Create an allocation document
• Issue the item from your allocation document with
  a quantity equal to the quantity on hand, note
  the message that displays
• Release the quantity from allocation in the issue
  document

98
Unit 8

• Counts

99
Counts
Click the Warehouse menu option to display the
Warehouse submenu.
Click the Counts menu option to display the
Counts submenu.
Click the Set Count Status menu option to display
the currently configured count lists.
Click the Delete link to delete the count list.
Click the hyperlinked count list description to
display a list of items associated with the
selected count list.
Click the Edit Desc link to change the count list
description.
Click the New Count List button to create a new
count list.
Click the Count ON and Count OFF links to change
count status for all associated items on the
count list.
100
Counts Edit Count List
Click the Edit Desc link from the index of count
lists to display details for the selected Count
List. If you click the New Count List button,
this tab opens and the Site ID field can be
edited to define a new count list for a
particular site.
Count Lists are created for an individual
inventory site and cannot span multiple sites.
Users can schedule a periodic Count.
Enter a description of the counts purpose for
future reference.
101
Counts Count List Stock Items
Click the hyperlinked count list description to
display a list of stock items for the selected
count list.
The total number of count list items is displayed
in the header bar.
Count slip buttons create a report that can be
printed and used when counting.
Use the Add Stock Item(s) button to add multiple
items to the count list at once.
If an item is currently being counted a status
indicator appears.
Users can remove items from the count list
manually, one at a time.
Use the Remove Stock Item(s) button to remove
multiple items from the count list at once.
102
Counts Add Stock Item to List
Click the Add Stock Item(s) button to add
multiple stock items to the count list based on
criteria. If no criteria is entered, all stock
items for the specified site are added to the
count list.
Click the Remove Stock Item(s) button to remove
multiple stock items from the count list based on
criteria. If no criteria is entered, all stock
items for the specified site are removed from the
count list.
103
Counts Count List Reports
Click the Count Slip With Qty button on the Count
List Items tab to create the Physical Count With
Qty on Hand report for use when counting items in
inventory.
TIP The quantity on hand is displayed for this
report. Do not use this report to print a slip
for use in a blind count.
Click the Count Slip No Qty button on the Count
List Items tab to create the Physical Count
report for use when counting items in inventory.
104
Counts Enter New Count (Manual Method)
Click the Warehouse menu option to display the
Warehouse submenu.
Click the Counts sub-option to display the Counts
submenu
Click the Enter Counts sub-option to enter
current quantities on hand
You can enter or scan count data one item at a
time on the Enter New Count tab.
A user must have Stock Counts rights in order to
count or finalize stock items.
105
Counts Count Wizard (Manual Method)
You must enter the stock item, site and aisle/bin
when counting items using the count wizard. The
stock item must be in a Count or Recount status.
After you enter or scan a valid stock item
number, you can enter a new count value.
Note that this method is a blind count.
Click the Finalize Count button after you enter
the new count to update the WebVenice item
record.
You can now count the next stock item. The Site
and Aisle/Bin fields remain populated so you
dont need to re-enter the data. After you enter
or scan the next item number, you can change
these fields if needed.
106
Counts Current Counts
Click the Current Counts tab to display a list of
sites that currently have items in a Count or
Recount status
Click on a count lists hyperlinked site
description to display items to be counted. Enter
new count data for these items on the next tab.
Enter the new count value and click the Save
Changes button
You can click the stock items hyperlink to open
stock item maintenance, if needed.
107
Counts Save Counts
A status message verifies that the new count is
successfully saved.
The new count value is displayed in the New Count
field. You can now finalize the count by
clicking the Finalize Count button.
If the New Count differs from the Original Count
when you click Finalize, the item remains on the
list and changes to Recount status.
108
Counts Stock Item Aisle/Bin
Stock item maintenance for the item being counted
reflects the status change to Recount and the
newly entered quantity on hand.
Recount the item and click Save Changes, then
click Finalize Count.
If the item quantity now matches, the item is
finalized and removed from Recount status. If
the quantity doesnt match, your manager or
authorized staff may need to create an inventory
adjustment.
109
Counts Count List Items
You can again display the count list items to
view the new quantities.
The finalized count is now displayed on this list
110
Counts Count Transactions Report
Click the Previous Counts button on the Current
Counts tab to display a report criteria tab.
Specify which sites items to include on the
report.
You can type in a report title to include the
site name, count list description, or other
important data.
After selecting criteria, click Run Report to
view the Count Transactions Report.
111
Counts Finalize Report
Click the Last Finalize Report button on the
Current Counts tab to display a list of stock
items in finalized status for the selected site.
112
Unit 8 Lab

• Create a new count list for an entire site
• Enter some count information that matches the
  quantity listed
• Enter some count information that is different
  than the quantity listed and finalize the count

113
Unit 9

• Manual Receipts

114
Manual Receipts
Click the Warehouse menu option to display the
Warehouse submenu
Click the Man Receipt sub-option to display the
Manual Receipt document submenu
Click the New Receipt sub-option to display the
new manual receipt document wizard.
The rest of the wizard process for the manual
receipt document is identical to the issue
document wizard
115
Manual Receipts Document Header
Click the newly created manual receipt document
number hyperlink or select a manual receipt
document from a document search to display the
manual receipt document header tab.
Header bar displays the type of document
The print format changes to Manual Receipt
116
Manual Receipts Document Items
Click Inventory Items tab to display items on the
current manual receipt
Click the hyperlinked item number or stock item
description to display manual receipt item detail
Receipt in Issue Units displays the total issue
quantity received
117
Manual Receipts Transactions
Click the Transactions tab to display all of the
inventory transactions created by the current
manual receipt document.
Manual receipts are single transactions with a
single line in the transaction log
118
Manual Receipts Report
Click the View Report button on the Manual
Receipt document header screen to view the Manual
Receipts report.
119
Unit 9 Lab

• Create a manual receipt
• Open the manual receipt you created and add
  another line item

120
Unit 10

• Inventory Shopping

121
Inventory Shopping
Users have the ability to shop from configured
inventory locationsand have items issued to them
Users can shop configured contracts with the
Purchasing Module
Users can shop catalogs that have been imported
from external vendor catalogs
Users can shop directly from Vendor Catalog pages
with the Punchout Catalogs Extension
Quickbuy is a method to acquire an item without
knowing whether it is in inventory
Users can check their order request status
without having access to other WebVenice features
122
Inventory Shopping Select Catalog
Click the Shop Inventory menu option to display a
list of sites from which users can shop
Click on a hyperlinked site name to begin
shopping using the selected site
123
Inventory Shopping Search Catalog
Specify search criteria to minimize the number of
catalog items listed when shopping
Click the GO! Button to list all stock items
matching your criteria
124
Inventory Shopping Item Detail
Click the hyperlinked item description to display
inventory information for the selected item
Click the Add to Basket button to add an item to
your basket
Each time you click the Add to Basket button for
the same item it increments the quantity in your
shopping cart by one
125
Inventory Shopping Cart Button
Click the View Cart button on the initial page or
the Shopping Cart button in the submenu to view
shopping cart contents and add or remove items.
126
Inventory Shopping Cart Item List
Auto numbering of requisition numbers must be
turned on in order to support inventory shopping
Click the Checkout button when you are finished
adding items to the shopping cart
Change the quantity and click the Save Changes
button to change the amount being ordered. To
remove an item change the quantity to zero and
click the Save Changes button.
Click on the hyperlinked item description to
display the cart item detail
127
Inventory Shopping Cart Item Detail
Click the hyperlinked item description to display
the cart item detail screen
The required by date and an account code can be
set for each item
128
Inventory Shopping Checkout
The checkout wizard process is very similar to
creating an inventory document
click the Finish button to create an issue
request requisition and send an issue request
e-mail to the site administrator
Only site administrators to see a hyperlinked
requisition number
129
Inventory Shopping Issue Request Mail
The issue request created from the shopping cart
checkout process can be accessed via WebVenice
mail
Click the hyperlinked name of the messages
author to display the message detail
Click on the hyperlinked requisition number to
begin the issue document wizard using the items
on the issue request
130
Inventory Shopping Create Issue Doc
Click the hyperlinked requisition number to start
the issue document wizard process
click the Create button to create a new issue
document using the items on the issue request
requisition
Click the hyperlinked issue document number to
open the issue document
131
Inventory Shopping Issue Doc Header
Click the hyperlinked issue document number to
display the issue document header
132
Inventory Shopping Temp Item Quantities
Click the Inventory Items tab to display a list
of items on the current issue document. When an
issue document is created from an issue request
requisition the item quantities are temporary
until the site administrator saves each item
successfully.
Temporary quantities are displayed in yellow
133
Inventory Shopping Issue Temp Qty
Click the hyperlinked item number or description
to display the item detail screen The temporary
quantity is placed in the quantity field to be
saved when the Save New Item button is clicked.
The site administrator can change the quantity
being issued, if needed.
When the Save New Item button is clicked the
yellow warning message is no longer displayed
because the quantity has been successfully issued
The quantity on hand for the site changes when
the item is saved
134
Inventory Shopping Issue Doc Items
Click the Inventory Items tab to redisplay the
list of items for the current issue document
The saved item is no longer marked as a yellow
temporary quantity
Because it has a quantity greater than zero it
can no longer be deleted
135
Inventory Shopping Issue Doc Transactions
Items must have their temporary quantities saved
on the item detail screen in order to create
inventory transactions
136
Inventory Shopping Order Status
Click the Order Status link from the main
shopping menu to display a list of items that
have been ordered using the shopping cart for the
current user. This screen gives the user a way of
tracking what progress has been made on each item
ordered. Once an item has been received it can be
removed from this list by selecting Received
from the dropdown list and clicking the Save
Changes button.
Click a hyperlinked document number to open the
document or display a report depending on user
security access
137
Unit 10 Lab

• Create a shopping basket from an inventory site
• View and submit your cart
• Check the status of your order

138
Unit 11

• Inventory Reporting

139
Reporting Select Inventory Reports
Users can run a variety of Inventory
reports. Select Reports on the WebVenice main
menu, then select Inventory Reports on the Select
Report tab.
140
Reports Listing
Select the desired type of inventory report from
the list.
141
Reporting Search Criteria
Enter the desired criteria to define what
information WebVenice will use to create the
report.
You can type in a report title, if desired.
Some inventory reports criteria windows include
both a stock item number field and an alternate
ID number. The Alternate ID accepts up to five
numbers, which must be entered with a comma
before and after each number. You can enter
either type of field to run the report for the
specified stock number(s).
142
Reporting Report Results
WebVenice displays the report for the criteria
you specified as a .pdf file in Acrobat Reader.
Consult your System Administrator if you do not
have Reader installed on your workstation.
The report title data you entered is included as
part of the title.
Acrobat displays the total number of pages and
the current page you are viewing