View information on a reference sheet

Functionality View a part numberfeature in the K inventory management application enables you to view all the information on your equipment.

Thanks to this functionality, you can efficiently monitor your stock and your equipment fleet, while consulting your essential data in an ergonomic way.

 

As a reminder, a reference can be of the following type Product or Type Equipment :

  • A Product is a reference followed by its quantity
    For example, a “Keyboard” product with a quantity of 150 in stock.
  • A Equipment is a reference which is treated as a unit
    For example, a “Computer” equipment will be tracked by its serial number.

 

Depending on the type of reference, different information can be consulted using the tabs available on each file: Product :

  • Main information
  • Photo shooting
  • Location
  • Attachments
  • Reservations
  • Product variants
  • Orders in progress
  • History

Equipment:

  • Main information
  • Attachments
  • History

You can customize the order and position of each field using the Customized form. The description below shows reference sheets without customization.

 

MAIN INFORMATION TAB

1. Click on the modify Edit icon of a reference or click on its identifier, a pop-up window appears to modify the selected reference.

 

View reference information – List of references

 

2. Click on the add a photo icon to select a photo to illustrate your reference form.

 

View reference information

View reference information – Reference sheet

 

3. Go to Main informationyou can view the following information:

  • Identifier (reference name)
  • Barcode (optional for a product)
  • Location (auto-complete)
  • Category (select a previously created category)
  • Description (comment field)

 

For a reference type Equipmenttype reference, the barcode is mandatory in order to uniquely identify the equipment (e.g. a serial number).

The identifier of an Equipment must be unique throughout the platform.

 

4. In the Stocksection, consult the quantity data for the reference:

  • Quantity (number of items for this product)
  • Quantity available (auto-complete)
  • Warning threshold (optional)

 

The field Quantity field corresponds to the value of the Product in the file.

The Quantity available field indicates the Quantity minus the sum of product reservations.

The Alert Threshold field corresponds to the low stock level for this folder, which you have customized.

 

Stock type fields in the K inventory solution

View reference information – Stock

 

5. In the Custom fieldssection, view any additional fields you may have created. Example fields :

  • Brand: HP
  • Model: Keyboard
  • Acceptance date: 30/03/2023

 

View reference information - Custom fields

View reference information – Custom fields

 

LOCATIONS TAB

The Locations tab is only available for Product references.

 

The Location tab lets you consult the different locations of a product to optimize searches and, if necessary, move products to avoid unnecessary procurement.

 

6. To view product locations, click on the Locations tab .

 

View reference information - Locations on K inventory

View reference information – Locations

 

7. Click on the link of one of the locations to be redirected to the relevant folder and move the product.

 

HISTORY TAB

A history is available for each of the product and equipment reference files, enabling you to consult all the modifications made.

 

8. To view the changes made to a reference, click on the History tab.

 

View reference information - Product history

View reference information – Product history

9. It is possible to consult all the modifications made to each of the platform’s files:

  • Previous value
  • New value
  • Modified on :
  • Modified by :

 

For more information on reference history, please consult the article View Activities. The Activities module module groups together all modifications made to references and folders.

 

ATTACHMENTS TAB

Each reference sheet (product and equipment) has its own tab. Attachmentsto complete and simplify the follow-up of your equipment by including, for example :

  • A maintenance report
  • A technical data sheet
  • A delivery note

 

10. Click on icone plus to scroll down the available additional tabs, then click on Attachments.

 

Attachment management on K inventory

View reference information – Attachments

 

Only the following documents are accepted:

  • Excel
  • Word
  • Pdf
  • Image

 

RESERVATIONS TAB

The Reservation tab is only available for Product references.

 

This feature allows you to reserve quantities of products, isolating them and anticipating any stock shortages.

 

11. Click on icone plus to scroll down the available additional tabs, then click on Reservations.

 

View reference information - Booking on K inventory

View reference information – Booking

 

12. The following information is available for each reservation:

  • Name of reservation
  • The quantity reserved
  • Reservation expiry date
  • The person who made the reservation

 

For more information on reference bookings, see the article View Reservations. The Reservations module groups together all reservations made on the platform.

 

PRODUCT VARIANTS TAB

The Product variants tab is only available for references of type Product.

 

Customize the possible variations for each product to get a more precise view of your stock and make it easier to carry out your inventories.

 

13. Click on icone plus to scroll down the available additional tabs, then click on Product variants.

 

How to manage your declinations on K inventoryView reference information – Product variants

 

14. For each variant or declination, the following information will be available:

  • Variant types (e.g., sizes, colors, different suppliers for a product, etc.)
  • List of product variants
  • Quantities and alert thresholds for each declination
  • Barcode (optional)

 

For more information on product variants, see the article Create a product variant.

 

ORDERS IN PROGRESS TAB

The Orders in Progress tab is only available for Product type references.

 

This function allows you to view all the information relating to an order currently being processed for a product.

 

15. Click on icone plus to scroll down the available additional tabs, then click on Current orders.

 

Track orders in progress for a product on K inventory

View reference information – Orders in progress

 

16. The following information is available for each product:

  • Order name
  • Order status
  • The supplier
  • Order date
  • Order creation date

 

Only unfinished orders will be listed in this tab, the statuses concerned are as follows:

  • Delivery in progress
  • Partially received

 

MAIN INFORMATION TAB

1. Click on a reference.

 

2. Click on the Edit icon of a reference or click on its identifier, a pop-up appears to modify the reference.

 

3. Click on theadd a photo icon to select a photo to illustrate the reference form.

 

View product information on K inventory's mobile platform.jpgView reference information – Main information on the mobile platform

 

4. Go to Main informationyou can view the following data:

  • Identifier (reference name)
  • Barcode (optional for a product)
  • Location (auto-complete)
  • Category (select a previously created category)
  • Description (comment field)

 

For a reference type Equipmenttype reference, the barcode is mandatory in order to uniquely identify the equipment (e.g. a serial number).

The identifier of an Equipment must be unique throughout the platform.

 

5. In the Stocksection, consult the quantity data for the reference:

  • Quantity (number of items for this product)
  • Quantity available (auto-complete)
  • Warning threshold (optional)

 

The field Quantity field corresponds to the value of the Product in the file.

The Quantity available field indicates the Quantity minus the sum of product reservations.

The Alert Threshold field corresponds to the low stock level for this folder, which you have customized.

 

View stock type fields on the K inventory mobile platformView reference information – Stock on mobile platform

 

6. In the Custom fieldssection, view any additional fields you may have created:

  • Status : In stock
  • Brand: HP
  • Model: Keyboard
  • Acceptance date: 30/03/2023

Web

 

MAIN INFORMATION TAB

1. Click on the modify Edit icon of a reference or click on its identifier, a pop-up window appears to modify the selected reference.

 

View reference information – List of references

 

2. Click on the add a photo icon to select a photo to illustrate your reference form.

 

View reference information

View reference information – Reference sheet

 

3. Go to Main informationyou can view the following information:

  • Identifier (reference name)
  • Barcode (optional for a product)
  • Location (auto-complete)
  • Category (select a previously created category)
  • Description (comment field)

 

For a reference type Equipmenttype reference, the barcode is mandatory in order to uniquely identify the equipment (e.g. a serial number).

The identifier of an Equipment must be unique throughout the platform.

 

4. In the Stocksection, consult the quantity data for the reference:

  • Quantity (number of items for this product)
  • Quantity available (auto-complete)
  • Warning threshold (optional)

 

The field Quantity field corresponds to the value of the Product in the file.

The Quantity available field indicates the Quantity minus the sum of product reservations.

The Alert Threshold field corresponds to the low stock level for this folder, which you have customized.

 

Stock type fields in the K inventory solution

View reference information – Stock

 

5. In the Custom fieldssection, view any additional fields you may have created. Example fields :

  • Brand: HP
  • Model: Keyboard
  • Acceptance date: 30/03/2023

 

View reference information - Custom fields

View reference information – Custom fields

 

LOCATIONS TAB

The Locations tab is only available for Product references.

 

The Location tab lets you consult the different locations of a product to optimize searches and, if necessary, move products to avoid unnecessary procurement.

 

6. To view product locations, click on the Locations tab .

 

View reference information - Locations on K inventory

View reference information – Locations

 

7. Click on the link of one of the locations to be redirected to the relevant folder and move the product.

 

HISTORY TAB

A history is available for each of the product and equipment reference files, enabling you to consult all the modifications made.

 

8. To view the changes made to a reference, click on the History tab.

 

View reference information - Product history

View reference information – Product history

9. It is possible to consult all the modifications made to each of the platform’s files:

  • Previous value
  • New value
  • Modified on :
  • Modified by :

 

For more information on reference history, please consult the article View Activities. The Activities module module groups together all modifications made to references and folders.

 

ATTACHMENTS TAB

Each reference sheet (product and equipment) has its own tab. Attachmentsto complete and simplify the follow-up of your equipment by including, for example :

  • A maintenance report
  • A technical data sheet
  • A delivery note

 

10. Click on icone plus to scroll down the available additional tabs, then click on Attachments.

 

Attachment management on K inventory

View reference information – Attachments

 

Only the following documents are accepted:

  • Excel
  • Word
  • Pdf
  • Image

 

RESERVATIONS TAB

The Reservation tab is only available for Product references.

 

This feature allows you to reserve quantities of products, isolating them and anticipating any stock shortages.

 

11. Click on icone plus to scroll down the available additional tabs, then click on Reservations.

 

View reference information - Booking on K inventory

View reference information – Booking

 

12. The following information is available for each reservation:

  • Name of reservation
  • The quantity reserved
  • Reservation expiry date
  • The person who made the reservation

 

For more information on reference bookings, see the article View Reservations. The Reservations module groups together all reservations made on the platform.

 

PRODUCT VARIANTS TAB

The Product variants tab is only available for references of type Product.

 

Customize the possible variations for each product to get a more precise view of your stock and make it easier to carry out your inventories.

 

13. Click on icone plus to scroll down the available additional tabs, then click on Product variants.

 

How to manage your declinations on K inventoryView reference information – Product variants

 

14. For each variant or declination, the following information will be available:

  • Variant types (e.g., sizes, colors, different suppliers for a product, etc.)
  • List of product variants
  • Quantities and alert thresholds for each declination
  • Barcode (optional)

 

For more information on product variants, see the article Create a product variant.

 

ORDERS IN PROGRESS TAB

The Orders in Progress tab is only available for Product type references.

 

This function allows you to view all the information relating to an order currently being processed for a product.

 

15. Click on icone plus to scroll down the available additional tabs, then click on Current orders.

 

Track orders in progress for a product on K inventory

View reference information – Orders in progress

 

16. The following information is available for each product:

  • Order name
  • Order status
  • The supplier
  • Order date
  • Order creation date

 

Only unfinished orders will be listed in this tab, the statuses concerned are as follows:

  • Delivery in progress
  • Partially received

 

Mobile

MAIN INFORMATION TAB

1. Click on a reference.

 

2. Click on the Edit icon of a reference or click on its identifier, a pop-up appears to modify the reference.

 

3. Click on theadd a photo icon to select a photo to illustrate the reference form.

 

View product information on K inventory's mobile platform.jpgView reference information – Main information on the mobile platform

 

4. Go to Main informationyou can view the following data:

  • Identifier (reference name)
  • Barcode (optional for a product)
  • Location (auto-complete)
  • Category (select a previously created category)
  • Description (comment field)

 

For a reference type Equipmenttype reference, the barcode is mandatory in order to uniquely identify the equipment (e.g. a serial number).

The identifier of an Equipment must be unique throughout the platform.

 

5. In the Stocksection, consult the quantity data for the reference:

  • Quantity (number of items for this product)
  • Quantity available (auto-complete)
  • Warning threshold (optional)

 

The field Quantity field corresponds to the value of the Product in the file.

The Quantity available field indicates the Quantity minus the sum of product reservations.

The Alert Threshold field corresponds to the low stock level for this folder, which you have customized.

 

View stock type fields on the K inventory mobile platformView reference information – Stock on mobile platform

 

6. In the Custom fieldssection, view any additional fields you may have created:

  • Status : In stock
  • Brand: HP
  • Model: Keyboard
  • Acceptance date: 30/03/2023

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