The mobile module can be used to transfer, consume, refill, adjust amount, and dispose of inventory items without an active physical inventory process.

The mobile module can also be used within the traditional physical inventory workflow in combination with or replacing the larger handheld barcode scanners.

If an item is part of a physical inventory process and is reconciled using the mobile module the updated information will be located on the Found and Processed tab within the specific physical inventory process(es).

1. Using the device browser, Navigate to the mobile site.
2. Enter a Username and Password that has been granted access to Physical Inventory-Scan Items.
3. Choose the appropriate Module. Mobile Log In
4. Tap the Three Line menu at the top left of the screen.
5. Tap Physical Inventory.
6. Enter or Scan item to reconcile. The item reconciliation page will open. Mobile Item Search
7. Current Location: This is the location listed within the database for the item. Tap the Diagonal Double Arrow to expand location information.
8. If the current and actual locations do not match, tap the Horizontal Double Arrow to adjust the item location. Transfers are saved immediately and will be retained even if reconciliation is canceled. Mobile Item Transfer
9. Current Processes: Lists all the inventory processes that include the item. All processes will be updated when the item is reconciled.
10. Last Inventoried On: This is the last date the item was found during a physical inventory. This date will update to the current date when the item is reconciled.
11. Missing Since: If empty, the item was found during the last physical inventory. If populated, the item was not found during the last physical inventory. The date will be removed when the item is reconciled.
12. Adjust Amount: The amount remaining in the container may be updated. If this section is ignored no changes will be made when the item is reconciled. Mobile Adjust Amount
13. Tap Reconcile and Save to update the inventory record for the item. The item screen will close and allow a new item scan.
14. Tap Cancel to exit the item screen without making changes to the inventory record.

Note: Completed transfers are saved immediately and will persist even if the reconciliation is canceled.

Back to Physical Inventory Overview