Packaging Materials

Getting Started

This page is found by clicking on "Packaging Materials" on the navigation bar under "Inventory"

In this main inventory view, all of your inventory is aggregated, so if you'd like to see more detail about each individual lot that you received click on the name of the item for that item to see the detail for that item.

Adding Inventory

1. Click on the "New" button at the top of the page.
   
2. This will bring up a form which will allow you to add your inventory.
3. Fill out the form for adding this inventory
   1. Packaging material (required)
      
      1. 1. If the packaging material is in the list simply select it
      2. If the packaging material is not on the list add the packaging material using the Packaging Material Management area first
   2. Received at (required)
      1. The date this inventory item was received
   3. Amount (required)
   4. Unit of measure (required)
   5. Price per unit (required)
   6. Amount per unit (required)
   7. Lot Code (optional)
      
      1. If you do not, one will automatically be assigned, but we recommend adding the actual lot code from the manufacturer for better traceability.
   8. Notes (optional)
      1. Any additional information about this inventory item that you may want to capture
4. Click "Save" to save your changes
   

Updating Inventory Details

You are allowed to adjust some details of your inventory after it has been entered into the system by lot.

1. Click on the item you want to update
2. In the resulting list find the lot that you want to update, open the action menu and select "Edit"
3. Here you can adjust the details of the specific lot
   1. Note that adjusting the pricing for this inventory item will automatically adjust your finished goods cost for any finished goods that were packaged using this inventory item

Making Adjustments

Sometimes it may be necessary to make adjustments to a particular inventory item due to waste, loss, etc.

1. Click on the item you want to update
   
2. In the resulting list find the lot that you want to update, open the action menu and select "Adjust Inventory"
   
3. Fill out the form for adding this inventory
   1. Adjustment type (required)
      
      1. Select either "Add" or "Remove" depending if you are adding or removing inventory
   2. Amount (required)
      1. The amount you are adjusting up or down your inventory
         Keep in mind that when adding or removing inventory via this form that the units are always "each", not in the units that you see on the aggregated inventory page. I.E. if you have an item that has 100 items per box, you will see x number of "boxes" on the inventory page. If you would like to remove 1/2 box from inventory you will need to make the amount 50 in order to remove 1/2 box.
   3. Notes (optional)
      1. Any additional information you want to capture regarding this adjustment
   4. Click "Save" to save your changes
      

Viewing Transactions

To view the transactions for an item:

1. Click on the item you want to see details for
   
2. In the resulting list find the lot that you want to update, open the action menu and select "View Transactions"
   
3. This will bring up the transaction detail screen, where you can see when inventory was added or removed, and why it was added or removed.
   

Updating Transactions

To update a transaction from transaction list above

1. On the transaction you want to remove open the action menu and select "Edit"
   
   1. Note that only the transaction date and notes may be updated. Any adjustment to inventory amounts must be done in a new inventory adjustment
      

Removing a Transaction

To remove a transaction from transaction list above

1. On the transaction you want to remove open the action menu and select "Delete"
   
   1. Note that system generated transactions cannot be deleted. Only the manual adjustments may be removed