Skip to main content

​
Add an Inventory Transaction

Create a new inventory transaction by entering the required transaction details. The transaction is saved with a Draft status and can be updated before processing begins.
1

Navigate to Inventory Transactions

IM IT Nav
2

Select Add New Inventory Transaction

IM IT Add
3

Fill in the required information

I IT C Add
Select Save to complete or Cancel to exit without saving changes. 

​
Mark an Inventory Transaction as To-Do

Initiate an inventory transaction for processing by entering the planned and actual quantities. This action is available for transactions with a Draft or In Progress status.
1

Select a transaction

I IT Select DIP
2

Select Mark as To-Do

I IT MATD
3

Fill in the required information

I IT CMATD
Select Save to complete or Cancel to exit without saving changes. 

​
Validate an Inventory Transaction

Verify the transaction details and confirm that all required inventory conditions are met. This action is available for transactions with a In Progress status. Once successfully validated, the transaction is marked as Complete and the inventory movement is recorded.
1

Select Validate

I IT Validate
2

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

​
Modify an Inventory Transaction

1

Select an action

I IT Mod
Completed Inventory Transactions cannot be edited or deleted. 
2

Confirm the action

  • Edit: Fill in the required information. Select Save to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes.