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    guide:adding_inventory_to_warehouse_building [2023/05/22 09:54] – [Adding in Viewpoint] Spelling natesguide:adding_inventory_to_warehouse_building [Unknown date] (current) – removed - external edit (Unknown date) 127.0.0.1
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    -====== Adding Inventory To a Warehouse Building ====== 
    - 
    -===== Checklist of Completion ===== 
    - 
    -  - Print out both of these: 
    -    * [[guide:adding_inventory_to_warehouse_building:completion_checklist|Adding Inventory Completion Checklist]] 
    -    * [[guide:adding_inventory_to_warehouse_building:details_form|Details Form]] 
    -  - Fill out [[guide:adding_inventory_to_warehouse_building:details_form|Details Form]] 
    -    * **Initial Details**: If manufacturer and model are not given by the vendor, use the vendor name and item number for those details. 
    -    * **Vendor Details**: Ask Shop manager for this information 
    -    * **Phase code**: Use this {{ :guide:jc_phase_master_list.pdf |Phase Code List}} to find a phase code. For most items, you can look at the phase code for like items in viewpoint under HQ materials to help you know what phase code to use. 
    -    * **Warehouse Details**: If you are confident where your item goes put it in the next available bin. Low Stock (new tool: 2, the rest set it at 5) 
    -    * **Viewpoint Item Details**: Create item code using [[guide:adding_inventory_to_warehouse_building:item_codes_rule_book|Item Codes Rule Book]].  
    -      * Again look at similar items in Viewpoint to confirm the item code you have chosen. For a new tool set up use the manufaturers item code and add a U in front of it. (example: UDEDC9181 for a Dewalt Lithium Ion 18V XRP Battery). 
    -    * Make Sure that the **standard unit of measure** is the smallest increment that item can be broken down to and stocked in any warehouse. 
    -      * //The UOM is the only UOM that can be used in the warehouses for the low stock. For example, don't set up a page of paper as the standard unit of measure since we are never going to stock it by the page. Instead you would set up the standard UOM as a ream and you can add an additional UOM by the page if you want.//  
    -      * Then set up any other UOM that apply. (PKG,Carton) Use the [[guide:adding_inventory_to_warehouse_building:inventory_units_table|Inventory Unit Table]]. 
    -    * To find the **category** you can use the [[guide:adding_inventory_to_warehouse_building:inventory_category_table]] 
    -    * **Min Order Qty** is the smallest quantity you can order from a vendor.  
    -      * If you order 1-1/2 ABS pipe, the smallest Min Order Qty is 20 because pipe comes in 20ft sticks. If you order a tool the Min is one. 
    -    * Leave the **Other Warehouses**  portion blank. 
    -  - Fill out the **Viewpont Item number** and **todays date** on the **Checklist of Completion**  (__COC__) form. 
    - 
    - 
    - 
    -===== Shop Manager Review ===== 
    -Have shop manager look over **Details Form**  and initial the **first box** of the COC. 
    - 
    - 
    - 
    -===== Adding in Viewpoint ===== 
    -  - Add item to HQ Materials. 
    -    * Open up **HQ material**s tab under the **Headquarters**  folder in viewpoint. 
    -    * Click on **Info**  tab 
    -    * In the **Materials:**  box, erase the item code that is in there and put in the item code for your new item. Tab down to the **Description: **  box and enter the item description. Tab to the **Category: **  box and press F4 to find the category for your item. Tab to the **UM:**  box and press F4 to find the Unit of measure. Go through the additional boxes using the F4 function to help fill them in. Save the item and go back to the grid tab. 
    -  - Add Submittal for Item in **HQ Materials **  for applicable items. (some items like tools and repair parts don't have submittal sheets. 
    -    * Find submittal sheet online by searching for manufacturer and model number of the item. (it will be in pdf format) 
    -    * Save the pdf to anywhere on your computer. 
    -    * Go to the __Attachments dropdown__ menu and click on **Add Attachment.** 
    -      * {{:guide:pasted:20230522-095034.png}} 
    -    * Find the submittal sheet you saved on your computer 
    -  - Add Safety Data Sheet (SDS) sheet if applicable by following the same steps shown in prior step. 
    -  - Add Item in Viewpoint **IN Location Materials.** 
    -    * Click on **IN Location Materials** Program under the **Inventory**  folder 
    -    * Click on the **Info** tab 
    -      * In the **Material**: box press F4 and find the item you are adding 
    -      * In the **Location**: box Press F4 and find the Main Warehouse you are adding the item to. 
    -      * Fill out the **Low Stock**  and **Physical Location **  boxes. 
    -      * If you have the **Last Vendor**  and **Last unit Cost**  then fill those boxes in. Otherwise leave everything else blank. 
    -    * Save the Item 
    -  - Make sure Inventory Location Bin Shows correct quantity on hand in Viewpoint. 
    -    * Find your item **IN Location Materials**  under the Main Warehouse location you added the item to (example WW MAIN). 
    -    * Scroll over to the **On Hand**  column and make sure that the quantity on hand is correct.  
    -        * If it is correct skip to the next step. 
    -    * If it's not correct go to the **IN Adjustment Entry** program under the **Inventory** folder 
    -      * Click** OK**  to Create a new batch 
    -      * Tab down to the **Location**  box and press F4 to find the Main Warehouse you are adding the item to 
    -      * Click the save button 
    -      * Click **File**  and then **Process Batch** 
    -      * Click **Validate**  and then **Post** 
    - 
    -===== Prep for Warehouse ===== 
    -  - Print the warehouse Label for the Item 
    -    * Open up the **Inventory Reports**  Folder 
    -    * To print a 4×2 label open up **IN Location Material Label 4×2**  (or IN Location Materials Label 2×1 to print a 2×1 Label) 
    -    * In the **Loc (%):**  box press F4 to find the **Main Warehouse**  you want a label for. 
    -    * In the **Material (%):**  box press F4 to find the **item**  you want to print a label for. 
    -    * In the **PhyLoc (%):**  box enter a **%** 
    -    * Press **Print**  and find the printer you want to print to (for the WW Main Warehouse the printer would be Barcoder 1 to print a 4×2 Label and Barcoder 2 for a 1×2 Label) 
    -    * Press the **Properties…**  button 
    -    * In the **Stocks**: box dropdown menu select the size of label you want to print. (note: you must select 4×2 for the Barcoder 1 printer) 
    -    * Click **OK**  and Click **OK**  again to Print 
    - 
    -  - Stick the Label on a magnet or directly on the white box if that is the kind of bin you are stocking the item in. 
    - 
    -===== Finishing Up ===== 
    -  - Go through the rest of the **Checklist of Completion**  and Initial the boxes as you double check that everything is completed. 
    -  - Staple both the **Checklist of Completion**  and the **Details Form**  together and give them to the Shop Manager. 
    -