Inventory Items - Assign Sites

Overview:

The setup feature for Inventory Items contains multiple tabs and there are quite a few fields on each tab. To keep our help concise, we have created multiple help articles to cover the inventory item setup feature.  This article will focus on the Assign to Sites tab on the Inventory Item Setup feature.  

Things to Know!

• The Assign to Sites tab only shows up if you have multiple sites and when you are logged into your company (versus a Site). 
• An Item is automatically assigned to a Site or Sites if it is received at that Site.  
• There is also a function for system administrators to assign Items to Sites via Iinventory>Maintenance>Assign Items to Sites.   
• This feature in Inventory Item Setup is primarily used for new items being added or validated. 

Inventory Item Setup - Assigned to SitesTab:

The Assigned to Sites tab is used to view or modify the Sites that the inventory item you are viewing has been assigned. Please note that this Tab will only display if you are logged into your Company versus a Site. A new item has to be assigned to at least one Site.

It makes sense to assign sites to an item using this feature when you are adding or validating a new item. Otherwise, there is an alternative way to assign Items to Sites in the Company Setup function. For more info please see this link: Assign Items to Sites.

Use the Sidebar to navigate to the Manage Inventory Items menu option and then select Inventory Items from the submenu.

The Assign to Sites tab is one of the multiple tabs displayed in the Inventory Item Setup feature. An example is below: 

Available and Selected: The display above is a dual list box. Listed under the Available column are all the Sites that are available to be assigned to this Item, but have not been assigned. Listed under the Selected column are all the Sites that have been assigned to this Item. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction you want to move them to.

Save or Exit:

Save - Click the save button to save your entry.

Exit - Click the exit button to exit.  If you have made unsaved changes, you will be asked, "Are you sure".