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Article Inventory

Centralised Tracking, Configuration, and Control of Articles Inventory

The Article Inventory serves as a comprehensive management tool for tracking and overseeing all articles within the system. It is designed to streamline the inventory process by providing users with immediate access to essential information regarding each article's specifications.

This functionality not only enhances operational efficiency but also aids in making informed decisions related to stock management.

With a clear layout, users can quickly identify critical attributes such as the article type, category, and status. This centralised overview empowers users to maintain optimal stock levels, anticipate reorder needs, and minimise the risk of stock-outs or overstock situations.

Inventory

To access the complete list of Inventory, go to Inventory > Article Inventory.

In the detailed article view, you have the following information displayed:

  • Article

  • Type

  • Article Category

  • Article Description

  • Units in Stock

  • In stock | Unit

  • Waiting for release | Unit

  • Batches

  • Last modification

 

You can also customize the header and choose which Article/Category Info Cards you want to see in this view. To do so, click on the green gear wheel button on the right top corner.

 

Choose between articles or categories that you want to see first and also in which units and Save it.


 

 

Related Article Batches

To get more information about an item and to see which batches are in stock, click on the highlighted green Article.

 

Below the article details, you’ll find several tabs that provide specific batch-related information:

  • Active Batches: Displays all active batches with stock on hand, including details like Batch Code, In Stock, Expiry, Storage Area, Sub-Area, Country, Batch Size, Status, and available Actions.
  • Empty Batches: Lists all batches that currently have no stock.
  • Log: Shows a system-generated log with a chronological list of all recorded actions related to the batches.




You can perform the following actions from this view:

Move Article Batch(es)

  • If you just want to move one batch, simply click on the Move button next to the desired batch


  • By selecting more than one article batches, the green Move button in the upper right corner becomes active  and this allows you to move the selected ones to another area

  • Then, choose the area/sub-area where you want to move the article batches and click on Move


Open article batch detail view

  • For more information, click on the Batch ID or the green View button to open the detailed view of the article batch, where you can review and edit specific batch details

 

In the detailed article view, you have the following information displayed on top:

  • Batch Size
  • In Stock
  • Batch Status
  • Batch Id
  • Area
  • Expiry

And the following tabs:

  • Release: In this tab you can release or block the batch; all the release specifications defined for the item will appear here, as well as the CoA and the Plant Material Batch Report after being generated in Quality > Reports

  • Samples: List of all the samples taken from the batch, which can be submitted for analysis
  • Results: List of the results of all the samples
  • Traceability: In this tab you can see the full traceability of the batch, its origin and where it was used, as well as samples, waste and manual stock adjustments


  • Documents: List of all uploaded documents, where it is possible to choose where we want them to appear - in the CoA, in reports and/or send to CDS (Dispensaries)
  • Media: Here it is possible to upload various types of media files and include comments, as well as view the list of all previously uploaded files
  • Observations: List of all observations added to the batch
  • IoT Data: Data coming from the IoT devices assigned to the area where the batch is located
  • Notes: List of all the notes that were filed
  • History: Record of all actions/changes applied to the batch
  • Area Log: Record of all areas and time where the batch has been
  • Log: Record of all actions performed by users