How to Use the Outstanding Bin Inventory Balance Feature
- David Bertin
This article explains how to utilize the outstanding bin inventory balance feature to keep track of the bins that are in your inventory and shipped out to suppliers.
Instructions
The first step is to navigate to the shipping module dropdown and selecting 'Outstanding Bin Inventory Balance”.
After selecting from the dropdown, you will see an empty table that will house your supplier inventory. To create a new supplier. You will need to select the ‘+ Add New Supplier’ button at the top right of the screen.
After clicking on the ‘+ Add New Supplier’ button, a modal will pop-up asking you to select the supplier from a dropdown and the unit that will be sent and received by that supplier.
Once you have added a supplier to the list, you will see the suppliers name, the outstanding amount (0), and the unit that will be sent and received by that supplier.
The way to utilize this tool once you have your suppliers, is to use the send and receive functions. We will start with sending the supplier bins. Sending the supplier bins indicates that the supplier will have an outstanding balance of bins. When a supplier has a positive outstanding amount of bins, this means that the supplier will owe you bins in return.
To send bins to the supplier, you will select ‘Send’ from the actions dropdown menu.
A modal will pop-up after selecting send. Here you will select the date sent, along with the amount send and any additional notes you would like to add.
Once you have sent bins, that supplier will now have a positive outstanding balance of bins.
The next side of the feature is ‘Receiving’, when you receive bins, you take bins away from that outstanding balance which could result in creating a negative balance. A negative balance will mean that you owe the supplier bins back.
To receive bins to the supplier, you will select ‘Receive’ from the actions dropdown menu.
A similar modal will pop-up that will allow you to once again, select the date, units as well as any additional notes.
The final step of this process is using the ‘Report’ feature to see the transactions that have taken place for that supplier.
To find the report, navigate to the actions menu and select ‘Report’.
Once you have selected report, you will be brought to another table which will display the transactions that have taken place for that supplier. It will show both sent bins along with received bins. Based on the balance after these transactions were made, you will see a column called ‘Inventory’ this will show the current balance of units after each transaction. This report will also show you the dates these transactions took place, along with the notes.
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