Adding Inventory To a Warehouse Building

1. Print out Adding Inventory Completion Checklist and Details Form

2. Fill out 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 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 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 this table for UOM.
• To find the category you can use this 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
• Leave the Other Warehouses portion blank.

3. Fillout the viewpont Item number and todays date on the Checklist of Completion (COC) form.

4. Have shop manager look over Details Form and initial the first box of the COC.

5. Add item to HQ Materials.

• Open up HQ materials 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 desctription. 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 addtional boxes using the F4 function to help fill them in. Save the item and go back to the grid tab.

6. 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 seaching 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.
• Find the submittal sheet you saved on your computer

7. Add Safety Data Sheet (SDS) sheet if applicable by following the same steps shown in #6.

8. Add Item in Viewpoint IN Location Materials.

• Click on IN Location Materials Progam 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

9. 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 move on to #10.
• If its not correct go to the IN Adjustment Entry progam 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

10.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

11. 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.

12. Go through the rest of the Checklist of Completion and Initial the boxes as you double check that everything is completed.

13. Staple both the Checklist of Completion and the Details Form together and give them to the Shop Manager.