FarmUp Training Lesson 9: Inventory

Lesson 9: Inventory (Tutorial)

Introduction

This module is not available for Supervisors, you need to have Irrigation / Lead / Admin profile.


By the end of the training you will learn:
  1. Know where the Inventory screen is and it's components.
  2. Understand the information on the screens
  3. Understand the naming and unit types
  4. Learn how to make an entry

As a Senior Supervisor/Lead, you will also learn how to: (Advanced)
  • Check historic records
  • Make adjustments to the Inventory
As an Admin, you will also learn how to: (Advanced)
  1. Setup the Inventory and best practices.
  2. Access and download reports on the portal
  3. Learn how to use the reports for Certifications

BASIC TRAINING

1 - Get to know the Inventory

The Inventory was created as to help you:
  1. Keep Inventory up to date in a simple way
  2. Have updated records for tracking and certification purposes
  3. Make it easier to know when to reorder Items
  4. Integration with Water Tank consumption

How do I get to the Inventory?

Strawberry icon > Attendance List



What is the Inventory screen consists of?

  1. Stock: Here will access the  stocks created, and the list of items that exist in them
  2. Items: This section you can see all the existing items and the amount in stock
  3. Item Types: These are the categories of Items, this is used for configuration and reports only.



2- How to make an entry?

Consumption

  1. Click on Stock
  2. Select the Stock the product is located
  3. Locate the product and long press until the menu comes out
  4. Select the first option "Register consumption"
  5. Under "Consumption type" select if you are using a package or by quantity of the product (most common)
  6. Insert the amount
  7. Use the Note section to place a reference or other indication to show in the reports (Optional)


ADVANCED OPERATIONS

Other types of operations



1 - Review transactions





  1. Type of movement
  2. Date and time
  3. Amount, in this case (-0.2 units which equals 5kg)
  4. Amount before and after the operation  ( was 7.6 units and became 7.4, which is 185kg)



2 - Adjust Quantity

When you need to adjust the quantities in stock due to:
      - Adjustment: amount in stock is different than expected
      - Waste: Item was degraded and cannot be used
      - Defect: Item is defective and unusable
      - Loss: Stolen or declare loss
We recommend to insert notes so that they will appear in reports used for Certification

3 - New Purchase

To log an entry to stock of the item (If you want to log multiples items, please use method described below)

4 - Transfer

If you need to move a certain amount of this item to another stock

5 - Delete

This requires the product to have 0(zero) in stock

How to log new stock (delivery from supplier)

  1. Click on Stock
  2. Click on the green button on the bottom right
  3. Insert the quantities on each product and save




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