Assign Inventory Items to Sites

Overview:

The Assign Inventory Items to Sites feature enables you to assign Inventory Items to a Site or Sites. This function enables each Site to have all Inventory items, or only its unique Items, or a combination of common and unique Inventory Items assigned to it. COGS-Well support typically performs this feature for you when it is required (usually as part of setting up a new customer or an additional Site).  

Things to Know!

• COGS-Well support typically performs this feature for you when it is required (usually as part of setting up a new customer or an additional Site). 
• The Assign Inventory Items to Sites feature will only be available to Users who have been given access to this function.
• This feature is typically only used by a System Administrator.
• Inventory Items can also be assigned to Sites as part of adding or editing an Inventory Item in the setup function. Using this function, however, enables you to assign multiple Inventory Items to a Site at the same time.
• This function is most commonly used when a new Site is set up.
•  COGS-Well support typically will have assigned your Inventory Items to at least one of your Sites as part of your initial setup.

Assign Inventory Items to Sites:

• To access this feature navigate to Inventory>Maintenance>Assign Inventory Items to Sites. The screen below is utilized to add or edit Site Inventory Item assignments. All Sites in the system will be displayed in the name column. 

  

  Highlight the Site you want to add or change item assignments for and then select edit and a screen similar to below will display:

  

  Available and Selected: Listed under the Available column are all the active inventory items that are available to be assigned to this Site, but have not been assigned. Listed under the Selected column are all the Items that have been assigned to this Site. To move an Item from one selection to another, check the box by the item you want to move and then hit the arrow direction you want to move them to.

Save, and Exit

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Exit -  Exits without saving any new entries or edits.