Manage Move interventions

HomeDocumentationINTERVENTIONSManage Move interventions

Create a move intervention

10 views /  0 like /   admin/

Functionality Create a move interventionfeature of the K inventory management application makes it easy to move references and files. This feature allows you to create a moving intervention to move references from one location to another. It is also possible to plan the intervention, specifying start and end dates. Tasks can be assigned to a user or a group of users to ensure that the intervention is carried out correctly.

 

This feature is only available on the Web version.

 

The intervention Moveallows you to move references and folders.

All references contained in a folder will also be moved.

 

1. In the left-hand menu, click on the icon Interventions intervention.

 

2. Click on Create an intervention Order acceptance procedure.

 

3. In the Description field of the Stock actionsection, click on the button .

Intervention displacement

 

Interventions are based on a principle of tasks that you can assign to a user or group of users:

  • Only the assigned account or group can perform and validate a task
  • Tasks must be assigned to ensure that the intervention is correctly carried out and saved.
  • Some tasks are optional and can be removed from the job, such as the Import references to be received task in an order reception job.
  • By default, the first task is assigned to the person who created the intervention.

 

4. Complete the information on the Create a travel intervention :

  • Title
  • Start date
  • End date

 

move operation info mainCreation of a displacement task

 

5 (Optional) To remove a non-mandatory step, uncheck its check box.

For example, uncheck the following tasks Material preparation and Reference reservation.

 

6. To assign a task to a user or group of users, click on Assign tothen click on the arrow down arrow.

 

7. Save your changes with the Save.

 

How to manage staff assignments and work

Selecting the account assigned to the task

 

8. Save your changes with the Save.

 

9. To select the references to be moved, click on the Three points icon and then on the Open button, or click on the task name .

 

10. In Start location and Destination perimeter select the folder where the references and files to be removed from stock are located.

 

To avoid having to scan or enter part number and file IDs or barcodes during the job. Material output task, click on the toggle icon.

By default, reference scanning on the Material output task.

 

destination params operationPerimeter selection

 

11. Go to List of references to be removedclick on the scanner icon to scan the references to be added to the intervention.

 

If a folder is scanned in the Stock removal task, all the references in it will also be moved.

However, it will not be necessary to scan them in the Material reception.

 

item to move selectionReference selection by scanning identifier or barcode

 

To facilitate the processing of interventions, four counters display the status of references inventoried, issued, moved or received:

  • Unplanned: Number of part numbers for which the quantity entered is not identical to the information on the platform, or the part number location is incorrect.
  • Unknown: Number of references scanned or entered but not existing on the platform
  • Expected: Number of references yet to be scanned or filled in
  • Scanned: Number of references correctly scanned or filled in

 

12. In the list of output references, click on the Search icon to perform a manual search.

 

13. In the Find a reference pop-up, select a category to perform an initial filter on the search for a reference or folder.

Plan a reference move on K inventory softwareReference selection

 

14. In the list of references displayed, click on the icon of the reference you wish to add.

 

Only references present in the selected folder and any subfolders will be listed in the pop-up window. Search for a reference.

 

search item to moveSelection of references

 

15. In the Quantity field, enter the number of products to be moved.

 

item move quantity selectReference search pop-up

 

16. Save the quantity entered using the Save.

 

17. In List of references to be removedclick on the scanner icon to scan the references to be added to the intervention.

 

List of references and files to be moved

 

Product can be associated with a piece of equipment, this is the functionality Association of references.

This function enables you to automatically update a piece of equipment and the products associated with it.

 

For example, you can automate the decrementation of Product type reference quantities (e.g. keyboard and mouse) for each issue of an Equipment type reference (e.g. HP 840 G9 laptop).

 

18. To remove a reference or folder from the list of references to be removed, click on the empty box icon on the relevant line, then on the basket icon.

 

19. Save your changes with the Save.

 

Result of trip intervention creation

 

Following automatic task update Reference reservationit is possible to identify a reserved piece of equipment or product:

  • Equipment: equipment will go to Reserved status
  • Products: the Quantity available field will be updated and a new reservation will be created in the product file.

 

reservation item detailProduct – Creating a new reservation

 

To continue browsing, here are a few articles related to this page: