Training Curriculum for CUBE Inventory
Session 8: Working with the Inventory Sub Module
Deep dive into the Inventory Management.
The Cube Inventory is a central hub for efficient parts management, offering tools like creating locations, watch lists, and transfer orders. Access through "Inventory" and "Inventory Sub-module." Explore features: "Inventory On Hand" for real-time stock info, "Inventory Log" for transaction records, "Inventory Transfer" for streamlined movement, "Inventory Location" to define spaces, and "Inventory Watch List" to set alerts. These tools ensure smooth operations and prevent shortages, enhancing overall inventory management.
Deep dive into Inventory Locations
In CUBE Inventory, streamline your warehouse management using "Location Groups" and "Locations." While "Location Groups" help in categorizing larger zones such as different project sites or vehicle fleets, "Locations" refer to specific areas within these groups, like particular sections in a warehouse. Learn how to efficiently create and manage these groups and locations in the system, including setting up vital features to prevent receipt errors, in the detailed guide that follows.
Working with Transfer Orders
Transfer orders are essential tools in inventory management, serving as a key link in the supply chain to facilitate the organized movement of goods while maintaining accurate inventory records. In the CUBE Inventory, creating a transfer order involves navigating to the "Transfer Order" section in the inventory submodule, where you input necessary details including the items, origin, and destination. Remember to validate the available quantity before specifying the amount to transfer. Saving this information initiates the transfer in the system, accurately reflecting in the inventory logs and adjusting the respective inventory levels. Discover the step-by-step process to effectively create and manage transfer orders in the comprehensive guide that follows.
Exploring the Inventory Log in Depth
The Inventory Log in the CUBE Inventory is your go-to feature for tracking all inventory transactions, offering functionalities such as filtering by date and data exporting for advanced analyses. Discover how to utilize this feature to oversee your company's inventory movement in the detailed guide ahead.
Delving Deep into the Inventory On Hand Page
The "Inventory On Hand" section in the CUBE Inventory facilitates real-time monitoring and management of your company's inventory levels, allowing for efficient procurement and allocation decisions. Learn how to seamlessly add, remove, or adjust items, including using safeguards for project-related removals, in the following guide.
Delving Deep into the Inventory Watch list
The "Inventory Watch List" in the CUBE Inventory is a feature designed to closely monitor items needing special focus, alerting you when quantities fall below a set threshold to facilitate timely restocking. The tool allows real-time monitoring and proactive stock management, helping to prevent issues such as stockouts or overstocks through alerts and notifications. The guide ahead explains how to add items to the watch list and set up alerts for a seamless inventory management experience.
How to Import Part In the Inventory Module
This training video demonstrates how to efficiently upload parts to the inventory using a spreadsheet. Users are guided to access the inventory submodule, import parts from an Excel template, upload the data, and observe successful integration and transaction logging.