To add a part or product quantity to your inventory, first access the "Inventory" tab in the View Part pop-up window:
For more information on how to access this tab, please see the View Part page.
You can also transfer stock from warehouses and users. For more information on how to transfer stock between warehouses and users, please see the Transfer Inventory section.
Once you are on the "Inventory" tab, click on the Plus Sign button in the top right-corner:
You will also be able to add inventory to a warehouse from the Inventory "Summary," "Users Inventory," and "Warehouses Inventory" tabs.
You can either right-click on the desired part or click on the Individual Actions button and from the drop-down select the "Add to Warehouse" option:
Regardless of how you add stock to your warehouse, the Add Inventory To Warehouse pop-up window will then appear:
In this pop-up window, you can:
Select the warehouse that the part or product quantity will be stored at.
The price the part or product is being sold at from the specified warehouse.
And quantity amount being stored at the specified warehouse.
Once you are satisfied with the information entered, click on the Add button to confirm that addition of the parts or products into the specified warehouse.
You can also transfer stock from warehouses and users. For more information on how to transfer stock between warehouses and users, please see the Transfer Inventory section.
Once you are on the "Inventory" tab, click on the Individual Actions button in the top right-corner; from the drop-down select the "Add to User" option.
You will also be able to add inventory to a user from the Inventory "Summary," "Users Inventory," and "Warehouses Inventory" tabs.
You can either right-click on the desired part or click on the Individual Actions button and from the drop-down select the "Add to User" option:
Regardless of how you add stock to a user, the Add Stock To User pop-up window will then appear.
Please note that this action will not add additional inventory of the part or service; rather, it will transfer existing stock to the selected user.
In the Add Stock To User pop-up window you can:
Input the quantity that the user will be holding.
Also, you will be able to specify the user that will possess the part or service.
Once you are satisfied with the information entered, click on the Add button to confirm the addition of parts or products into the user's inventory.
You can also transfer stock from warehouses and users. For more information on how to transfer stock between warehouses and users, please see the Transfer Inventory section.
There are several different ways to transfer stock between warehouses or users. You can transfer stock from the specified View Part pop-up window or through Inventory tabs:
Once you are on the "Inventory" tab, you can transfer inventory through the following actions:
By right-clicking on the selected part or product, and clicking on the "Transfer Inventory" action from the drop-down.
By clicking on the Individual Actions button and selecting the "Transfer Inventory" action from the drop-down.
Or by clicking the Individual Actions button in the top-right corner, then select the "Transfer Inventory" option from the drop-down menu.
You will also be able to transfer inventory to a warehouse or user from the Inventory "Summary," "Users Inventory," and "Warehouses Inventory" tabs.
You can either right-click on the desired part or click on the Individual Actions button and from the drop-down select the "Add to Warehouse" option:
Regardless of how you transfer stock in MobiWork, the Transfer Inventory pop-up window will then appear:
In the Transfer Inventory pop-up window, you can:
Input the quantity that will transfer to the user or warehouse.
As well as the stock's point of origin and its destination.
Once you are satisfied with the information entered, click on the Add button to confirm the transfer of the parts or products to the desired user or warehouse.
There are several different inventory import options to choose from; each Excel report will display a different range of data. There are four different import options to choose from:
Import Warehouse Inventory Only From Excel- This action imports inventory data specifically for your warehouses.
Import User Inventory Only From Excel- This action imports inventory data specifically for your users.
Import Inventory From Excel- This action imports inventory data for both your users and warehouses.
Import Stock Thresholds From Excel- This action imports stock level data, indicating whether inventory is low or at standard levels.
You can import inventory levels from your Excel document. Please note that to import the inventory levels correctly, the Excel document must be formatted in the correct manner; please see the exported versions of the Excel document to match the format correctly.
You can use this method to update the inventory levels for your warehouses or users.
Please note that:
Headers marked with an asterisk (*) are required.
Headers marked with two asterisks (**) are conditional and are required if specific criteria are met.
Once you have entered the inventory in the Excel document correctly, you can upload that document to MobiWork.
You will need to be on the Inventory feature page. Please see the Inventory List section for more information on how to access this page.
When you are on the Inventory feature page, select the More Actions button and from the drop-down click on the desired option:
Upload your Excel file to the drag & drop feature and then click on the Import button:
You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
Once you are redirected to the Import Product Results page, click the Done button:
The newly uploaded inventory levels from Excel will then be displayed in MobiWork.
Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.