Searching Inventory
The Search Inventory option in the LOCATIONS slide-out lets you find and confirm the availability of retail inventory at a Location.
Note:
Retail inventory is managed via IDI Desktop Client > POS Back Office. Clicking Search Inventory displays a search results grid listing retail items based on the selected criteria. By default, the grid lists serialized and non-serialized items for all locations. The grid provides paging functions in the lower right corner.
You can filter the list to show just serialized or non-serialized items, filter by location, and filter by SKU. When filtering by SKU partial strings are allowed. Below shows filtering by a combination of location and SKU.
Some columns let you sort the list. You can see which columns support sorting by hovering over the column name. If the mouse changes to a pointing hand symbol, the column name is clickable and it supports sorting.
The Search Serialized Inventory check box lets you set up the grid specifically for this purpose. It provides several columns specific to serialized items.
Staging Retail Products for Fulfillment
Using For Fulfillment lets you add both serialized and non-serialized retail products to your transaction when they are not physically on-hand during assembly. This functionality lets you build the transaction, and then either edit the line item to fulfill them before tendering and finalizing, or tender and finalize now and fulfill it later (depending on your business process).
The Add Item Search for retail products has an Available Items indicator that shows quantity available by sellable inventory status.
The process for marking a retail product For Fulfillment is similar for both serialized and non-serialized products except there is no field for serial number for non-serialized products. Adding a serialized product is shown below.
You can enable Allow Negative Inventory to allow the sale of a retail product when its available-for-sale quantity is less than or equal to zero. The setting in the Orders web module works in tandem with the equivalent setting for retail products in the IDI Desktop Client Product Catalog. The following rules apply:
Negative inventory is allowed if:
The setting is checked in the Orders web module, regardless of the Product Catalog setting.
The setting is not checked in the Orders web module, but it is checked in the Product Catalog.
Negative inventory is not allowed if this setting is disabled in both locations.
Note:
The Allow Negative Inventory checkbox is automatically checked when you check For Fulfillment. You can uncheck Allow Negative Inventory in Orders when it is automatically checked; however, the impact of unchecking in this case will also depend on the client setting as previously described.
Note:
When you mark a serialized product for fulfillment, a temporary serial number is entered. This is needed in order to continue staging serialized products. The serial number field is disabled (not edible) at this point.
There is also a drop-down menu for selecting an applicable Inventory Status. The drop-down menu is populated with inventory statuses allowed for sale as configured in IDI Desktop Client POS Back Office Setup.
For items marked for fulfillment, before you add the item to the transaction, you must also link the item to a shipping address. To do this:
Select Shipping information from the View menu. For items that do not yet have shipping information specified, this view lets you know shipping information is lacking and provides icons to select an existing shipping contact or add a new shipping contact to use.
To add a new shipping contact, click the Add option (+). This opens Customer Care in a separate browser window to the page where you manage contacts. Note: In this scenario, the only option is to add a shipping contact.
On saving the new shipping contact you’ll return to the order where the shipping contact information will be displayed on the Shipping Information tab. Once a shipping contact has been selected, there will be a third icon that lets you remove the link if necessary.
To use an existing shipping contact, click the paperclip icon.
This displays a dialog for choosing an existing contact.
Once added, the dialog provides a third icon that lets you remove the link for the current item.
At this point you can add the item to the transaction.
Note:
If you attempt to add an item for fulfillment without linking a shipping address you will not be permitted to add it and you’ll be prompted to link a shipping address.
Viewing Fulfillment Status
After an item marked as for fulfillment is added to the transaction, several transaction views provide an indication of fulfillment status.
After adding an item marked for fulfillment, in the left panel, the item’s Quantity column will have a box icon (open box for not fulfilled or closed box for fulfilled). Hovering over the icon indicates how many items have been fulfilled and how many need to be fulfilled.
When you click Review to proceed from Details to the Summary view, the RETAIL tab provides a transaction-level indication of fulfillment status for all retail items on the transaction. Cautionary text indicates when some items have not been completely fulfilled. There’s also an indication how many items have been fulfilled and how many need to be fulfilled (below shows 1 of 2 items have been fulfilled).
Clicking the link returns you to the Details view where you can fulfill unfulfilled items if needed.
Fulfilling Retail Products
This requires you to select the product in the services and features list in the Details view (left panel) and then edit the staging details in the right panel.
For serial items, fulfillment requires you to provide the serial number. This field is enabled (editable) when you come back to this view after adding the item.
For non-serialized items, the re-staging dialog provides an additional Quantity Fulfilled field. This value cannot exceed the original quantity value of the line item.
