Step by Step Instructions
- Creating a template will allow you to reproduce the action quickly without extra key strokes.
- It is beneficial to create templates for transactions you have to perform multiple times.
- You can delete any template that you have created if you no longer need it.
If your site has Customer-owned and ATS owned parts, you may wish to set up two different templates, one for each location.
1. Inventory > Logistics > Logistics Manager.
2. From the Menu on the Left, select Misc Adjustments.
3. From the drop-down arrow next to "Adjustment Reason" select Issue.
4. Leave the Part ID field blank (as this will change with each adjustment.)
5. Enter your ST# in the FROM PLACE field.
6. Enter Customer or ATS in the FROM LOCATION field.
7. Leave the bin blank. (This will change with each adjustment.)
8. Leave the Quantity field empty. (This will also change with each transaction.)
9. Click the Green TEMPLATE button in the top of the header.
10. Choose SAVE AS from the drop down arrow.
11. Enter a Title e.g. “Site # Misc Adj: Issue”.
- If you have more than one location, put ATS or Customer in the title.
- Do NOT check the box to make public.
12. When you want to use this template:
Inventory>Logistics>Logistics Manager>Misc Adjustments.
Click the Template Button> Select your template from the drop-down.
All saved fields will populate. Fill in the quantity, part number, From Bin, and any comments you want.
Click Submit. If the transaction processes correctly you'll receive a message: "Stock Adjustment Complete."
- To confirm that the adjustment processed properly, go to Inventory > Stock. Type in the part number.
- Your stock should be reduced by the quantity you adjusted.
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