Finding inventory items
When the Inventory menu is selected, the inventory grid displays. When records are listed and none have been individually selected, you can search for specific inventory items, filter the list based on criteria you decide, or add a new inventory item.
One quick way to review viability dates is to use the Viability toggle when reviewing the inventory records. When the toggle is on, the Tested Date column displays.
Searching for existing inventory items
You can find inventory items by several different methods. After locating a desired inventory item, you can edit it, create a barcode, and pursue other options. Several different approaches to searching are possible:
- Scan inventory barcode
- Use the Summary dashboard – many different filters are possible to select from
- Search from the accession's details page (when the accession is known)
- Search from the inventory item's details page
Searching with a barcode
Start searching for inventory from the main menu. When an inventory item has a barcode, you can scan the barcode. Alternatively, enter an Inventory text equivalent (I:nnnnn) at the Inventory barcode button.
Searching from the Inventory summary page
Summary pages provide a means to filter accession and inventory items. In this case, we are interested in the Inventory summary page. In general, a summary page provides a graphical view of the items being reviewed, displaying boxes that are sized proportionally to the relative number of items.
Directly below the Inventory summary banner, a row of fields is displayed. Maintenance Site is the left-most item in the row and serves as the default filter. By clicking on a different field, you can then filter by that field and the summary chart changes to reflect the counts per the selected field.
In the example below, the colored sections are the respective counts by Maintenance Site. Scroll below the chart and you will see bars indicating the counts as well. You can click in any of the colored boxes to list the items for that value.
Clicking on the Browse Inventory Items button lists the related items, in this case for the MAR site.
Searching from an accession
When an accession is selected, the banner has an **Inventory Items **option that can be used to list the inventory items for the selected accession.
Listing all inventory items for one accession (Inventory Tree)
When an individual inventory item is displayed, the Inventory Tree option in the banner can be used to list all of the related inventory items for the same accession.
Reviewing quantities of an accession
To review an accession's individual inventory item quantities, click on the accession identifier and then select the Inventory Items option in the header.
Printing barcode labels, generating PDF documents, or scheduling actions
When inventory items are listed and you have selected one or more items, the action button is displayed.
Click on the action button and the available options are listed:
Print label
When you select the Print label option, at the next window you can select which type of label to print and the preferred number of copies. (This list may display different choices at your genebank.)
Click the radio button for the desired option, and then click the **Print Labels **button.
More on this topic is available in the documentation about Barcoding and labeling.
Generate PDF document
Selecting the Generate PDF document option produces a list of choices. (This list may display different choices at your genebank.) Select one of the report template buttons, and then click the Generate PDF Document button.
The PDF file will be downloaded to your PC.
Schedule inventory action
After one or more inventory items have been selected, and Schedule inventory action has been selected from the Action list, the **Schedule inventory action **form is displayed. For details, review the section Adding (scheduling) inventory actions.
