Mobile App: Inventory

Overview#

You can view inventory information (e.g. quantities in stock), update stock quantities, receive and issue goods using the Mobile App.

💡These tutorials explain how to manage inventory from the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to Generate a QR Code Label#

1. In BOS Enterprise (desktop), navigate to Main Menu > Reports > Custom Reports.
2. From the dropdown list next to Select, select Item QR Codes.
3. Tap the item you want to generate a QR Code for.
4. Tap Output (button) > Print to print to your default printer.
5. Tap Output (button) > Preview to view the code and print it to a different printer.

How to Grant Access Rights to View or Update Inventory#

1. In BOS Enterprise (desktop), navigate to User Rights (Main Menu > Setup > Settings > Users (tab) > click a Username).
2. Enter Mobile in the search block and navigate to this setting: Mobile App > Inventory – Access Allowed.
3. Select one of these options:
   • None
   • View only (Search): Search for an item using text by default.
   • View only (Scan): Scan a QR Code that represents the item's code by default.
   • Full Access (Search): Search for an item using text by default and to update inventory transactions.
   • Full Access (Scan): Scan a QR Code that represents the item's code by default and to update inventory transactions.

How to View an Inventory Item's Available Stock or Price#

1. Sign into the Mobile App.
2. Tap Inventory on the Tile Menu.
3. Tap Items (radio button) or Batches (radio button) to scan a QR code.
   1. A popup message may appear asking for camera access. You must grant this permission.
   2. Point your device's camera at the QR Code or hold a QR Code in front of your camera.
4. or enter text in the search block:
   1. Tap Search (button)
   2. Tap the item on the list you want to view.
5. An Inventory screen is divided into two tabs. The first displays all the Sell Prices linked to the item, and the second displays the Quantities in Stock, On Order, Reserved and Available at each Location.

How to Update Stock#

1. View an Inventory Item as explained above.
2. Tap the applicable Location (e.g. Warehouse) and choose Update Stock from the context menu.
3. A window displays the Location and Unit. Enter the new Quantity in the block provided below the information.
   • Note: The quantity replaces the quantity that was entered for that location.
4. Tap Submit (button) to submit the changes to the desktop app.
   • Note: Tap Cancel (button) to discard the changes.
5. When the changes are saved, a Stock Check Transaction is entered in BOS Enterprise at yesterday's date with the Status of Complete.