Mobile Inventory Operations

The Inventory menu covers the most common daily stock operations. This page covers Search, Receive, Issue, and Move. Transit Stock, Scanner Issue, and Cycle Count are separate screens referenced here only as boundaries.

Search Inventory

Use Search Inventory to find items, check stock levels, and open item details.

Filters

The search table opens with three default filter rows: Item ID, Description, and Location. Each row has a field dropdown, a value box, and a remove icon. Use the +/- controls to add or remove rows and narrow the result set.

If you pick Location, a Select dropdown also appears to pick a location from a list.

Search Steps

1. Tap Inventory > Search Inventory.
2. Adjust the default filter rows or add more if needed.
3. Tap Search, or tap Scan to fill the item from a barcode.

Results

Results appear as cards showing the item and location heading with Description and Available quantity. Use the Columns to display… toggle to show or hide additional columns. Use Previous and Next to page through large result sets.

Tap the info icon on a result card to open Item Details. The Item Details page shows additional stock information and lot-level records. Its footer includes Photo and Barcode actions.

Receive Stock

Use Receive Stock to add items to inventory. See also Desktop Receiving for purchase-order receiving rules and related desktop workflows.

Receive Fields

Reason codes: Appointment Receive, Assembled, Audit Overages, Canceled Shipment, Credit Return, Direct Receive, PO Correction, PO Receive, Supplier Shipment, WO Assembled, WO Return

Tap More Options to show:

Receive Steps

1. Tap Inventory > Receive Stock.
2. Select the Item.
3. Select the Location.
4. Enter Units, Serial/Lot, and Alt Serial as needed.
5. Select the Reason.
6. Tap More Options and fill in extra fields if needed.
7. Tap Receive.

The bottom toolbar shows Cancel | Scan | Receive.

On success, an inline message confirms Received N unit(s) of ITEM and the form resets.

Issue Stock

Use Issue Stock to remove items from inventory. See also Desktop Issuing for business rules and approval workflows.

Issue Fields

Reason codes: Appointment Return, Assembled, Audit Shortages, Direct Issue, Lease Issue, PO Correction, SO Issue, Used in Repairs, WO Consumption, WO Return

Known bug: The live Issue reason dropdown currently shows PO Correction twice. This is a data issue, not a separate workflow option.

Tap More Options to show:

Issue Steps

1. Tap Inventory > Issue Stock.
2. Select the Item.
3. Select the Location to issue from.
4. Enter Units, Serial/Lot, and Alt Serial as needed.
5. Select the Reason.
6. Tap More Options and fill in extra fields if needed.
7. Tap Issue.

The bottom toolbar shows Cancel | Scan | Issue.

On success, an inline message confirms Issued N unit(s) of ITEM and the form resets.

Move Stock

Use Move Stock to transfer items between locations in the same warehouse. For cross-warehouse transfers, use Transit Stock instead. See also Desktop Moving.

Move Fields

Tap More Options to show:

Move Steps

1. Tap Inventory > Move Stock.
2. Select the Item.
3. Select the From location.
4. Select the To location.
5. Enter Units, Serial/Lot, and Alt Serial as needed.
6. Tap Move.

The bottom toolbar shows Cancel | Scan | Move.

On success, an inline message confirms Moved N unit(s) of ITEM from LOC to LOC and the form resets.

Other Inventory Screens

Transit Stock moves items to a different warehouse. Use it when the destination is not in the current warehouse.

Scanner Issue lets you queue multiple scanned items in a Review tab before issuing them together.

Tips

• Confirm you are in the correct warehouse before starting any transaction.
• Scan location barcodes instead of typing to reduce entry errors.
• Double-check serial and lot entries before submitting. Corrections after posting require a manual adjustment.

Related Topics

• Getting Started
• Order Processing
• Cycle Count
• Pending Transactions
• Desktop Receiving
• Desktop Issuing
• Desktop Moving