Stock Issue

Stock issues are item issue orders from a site-location. When you issue a stock item, you are withdrawing an item from a site-location. Use IntelliTrack Mobile to dispense consumable items to customers by defining a stock issue that includes the customer's ship-to address and inventory details of the goods to issue.

Important: In order to perform a Stock Issue in IntelliTrack Mobile, the logged-in user must have edit access to the Issues feature; for more information about system features, see " System Features".

Issue Order Settings

Orders Preference settings facilitate the stock issue process. They are found at the User Preferences form; see "User Preferences" for more information.

• Default issue quantity to: set an automatic issue quantity for stock item issue.
• Use rapid issue/receipt details form: use the rapid issue feature to lock issue values and continually issue items from the order.

How to Issue Stock

A stock issue decreases the on hand quantity in the location from which the item was issued. There is no limit on the amount of line items that the issue may contain. A stock item is issued from the Issue form. The Issue form contains two tabs: the Header tab and the Details tab.

Header Tab

At the Header tab, enter the order number, customer, and ship to address.

1. From the Main form, tap the Orders option and select Issues.

2. The Issue form appears. It contains the Header tab, UDF tab, Details tab, and the Container tab.

3. Header tab: Select to bring this tab to the front. Enter the order header information at this tab.
   1. Order No. (Mobile RF): The order number must be unique. If auto-numbering is enabled, select the Browse button to generate the issue order number. If auto-numbering is not enabled, enter the order number in this field.
   2. Order No. (Mobile Batch): The order number does not have to unique.
      1. To add a new issue order, enter a unique order number.
      2. To issue an additional item or items from an existing issue order, enter the existing order number in this field.
   3. Bill To: Scan the customer in this field or select the Browse button to reach the Select Customer form and select a customer from this form.
   4. Ship To: Select the Browse button to reach the Select Shipping Address form and select a shipping address from this form.

UDF Tab

At the UDF tab, you have the option to add specialized order information in up to four UDF fields.

Details Tab

At the Details tab, add an item or items to the Issue order.

1. Details tab: Select to bring this tab to the front. .
   1. Plus icon: select to add an item to the order via the Issue Details form.
   2. Cancel icon: once an item is added to the Details, it can be removed by selecting it and then clicking the Cancel icon.

   

2. Select the Save icon to process the issue.
3. Select the Cancel icon to cancel the issue.

Container Tab

At the Container tab, select a container to issue.

1. Container tab: select to bring this tab to the front.
2. Site field: select the container site.
3. Location field: select the container location.
4. Plus icon: press to add all the items in the container to the issue details. Note, all items in the container are added to the Issue order at the Details tab. All items must be issued. You are not able to partially issue a container.
5. Select the Save icon to process the issue.
6. Or, select the Cancel icon to cancel the issue.

When you issue a container the entire container is added to the order detail. When the order is saved, the contents are removed from inventory.

Important: This tab is only available if the role of the logged-in user includes the Container feature and if the Container option is used in the default division.

Note: In order to issue a container, the container must only have consumable items. If a container has at least one asset, it cannot be added to the Issue order.

Note: A container must be issued in full.

Issue Details Form

The Issue Details form is reached from the Issue form\Details tab. An item is added to the Issue order at the Issue Details form. IntelliTrack Mobile has two Issue Details form options:

• The Rapid Issue Details form: Items are consecutively added to the order. After adding an item, immediately add another one. At this form, you may also lock the location, item, quantity and unit of measure to further accelerate the stock issue.
• The Issue Details form: go back and forth between the Issue Details tab and the Issue Details form when adding an item to the issue.