Finding inventory items
Select Inventory from the menu to display the inventory grid. From here, you can search for specific items, filter the list, or add a new inventory item.
Visual cues
The inventory grid uses colors to indicate the Quantity On Hand for each item:
The meanings of the colors are as follows:
No quantity recorded.
Quantity is zero; item is historical.
Quantity is below the Distribution Critical Amount.
Quantity is above the Distribution Critical Amount.
Searching for existing inventory items
Use these methods to find inventory items. Once located, you can edit details, generate a barcode, or perform other actions:
- Scan a barcode
- Use the Summary dashboard
- Search from the accession's details page
- Search from the inventory item's details page
Filter the inventory grid by Maintenance Site and one or more Location Sections to list items in specific buildings, racks, shelves, or boxes. See storage location for more details.
You can also filter by Latitude and Longitude ranges to find inventory items within a geographic area. This is useful when working with field collections or field genebanks. Use the filter panel to set the minimum and maximum latitude and longitude values.
Use the Orders filter to limit the list to inventory items that are linked to one or more distribution requests.
Searching with a barcode
Scan a barcode directly or enter the text equivalent (for example, I:13538) in the Inventory barcode field.
Searching from the Inventory summary page
Use summary pages to filter accession and inventory items. The Inventory summary page provides a graphical representation of items, with box sizes proportional to the relative number of items.
Below the banner, the Maintenance Site field serves as the default filter. Click any other field to update the summary chart with new counts.
Colored sections represent counts by Maintenance Site. Scroll beneath the chart to see corresponding bars. Click any colored box to list the matching items.
Click Browse Inventory Items to list the related items.
Searching from an accession
When an accession is selected, click Inventory Items in the banner to list all associated inventory items.
Listing all inventory items for one accession (Inventory Tree)
When viewing an inventory item, click Inventory Tree in the banner to see all related items for that accession.
Reviewing quantities of an accession
Click an accession identifier and select Inventory Items in the header to review the quantities of its individual inventory items.
Printing labels, generating PDFs, or scheduling actions
Select one or more inventory items to display the action button.
Click the action button to see the following options:
Print label
After selecting Print label, choose the label type and the number of copies. Options may vary by genebank.
Select the desired option and click Print Labels.
For more information, see the barcoding and labeling documentation.
Batch deletion
When you delete multiple inventory items at once, the system reports the result for each selected item. If some items could not be removed, a message lists the successful deletions and any errors, so you can follow up on the items that were not deleted.
Generate PDF document
Select Generate PDF document and choose a report template. Click Generate PDF Document to download the file.
Schedule inventory action
Select one or more items and choose Schedule inventory action to open the form. For more details, see Adding an inventory action.
