Create an inventory intervention

The functionality Create inventory taskfeature on the K inventory platform lets you plan an inventory by creating an inventory task.

This feature lets you assign tasks to a user or group of users to carry out the inventory operation.

This feature is only available on the Web version.

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

2. Click on Create an intervention

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

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 carried out correctly.
Some tasks are optional and can be removed from the intervention, such as the Import references to receive task.
By default, the first task is assigned to the person who created the intervention.

4. Complete the information on the Create an inventory intervention :

Create and plan an inventory on the K inventory management application Creating an inventory intervention

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

For example, uncheck the Inventory validation

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

7. Save your changes with the Save

Assign an operator to an inventory in the K inventory application Selecting the account assigned to the task

Carry out an inventory by scheduling it on K inventory inventory management software Result of creating an inventory intervention

8. Save your changes with the Save

9. To select the scope of the inventory task, click on the icon and then on the button, or click on the task name.

10. Go to Select folders to be inventoriedselect the perimeter to be inventoried by clicking on the checkbox associated with the folder.

Scanning a folder during the Inventory stage does not allow you to directly inventory the references present in it.

To do this, you must select the folder when creating the intervention, in order to have all the references listed in the Inventory task.

Choose the scope of an inventory on the K inventory online inventory management application Perimeter selection

11. In List of references to be inventoriedconsultthe references present in the selected perimeter.

The list of references to be inventoried displays the products and equipment present in the selected folder(s).

The quantities of product-type references are also displayed.

Equipment-type references are represented without the field Quantity.

Define inventory scope on K inventory inventory management software List of references to be inventoried

12. Save your changes with the Save

Planning an inventory on K inventory Result of creating inventory intervention

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Manage inventory-type interventions