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Day-to-day inventory work happens on the Inventory page. For consolidating, dividing, and scrapping stock, see Merge inventory, Split inventory, and Scrap inventory. Most single-record actions open from the same place: on the Inventory page, click a record to open the Part Inventory Actions dialog, then pick a tab: Split, Move, Change, Adjust, Print, Merge, or History. Split is hidden for a serial-tracked record, Change appears only on a part record and not on a tool, and Merge appears only when your organization has inventory merge turned on.
Part Inventory Actions dialog open on an inventory record, with Split, Move, Adjust, Print, Merge, and History tabs

The Part Inventory Actions dialog. Each tab is a different action on the record.

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Add inventory

Add stock that didn’t come through receiving, such as an opening balance or a manual correction.
  1. On the Inventory page, click Add Inventory.
  2. In Create New Inventory Item, set the Part Number and Quantity.
  3. Set the Location. For a lot-tracked part, enter a Lot Number; for a serial-tracked part, enter a Serial Number.
  4. If your org uses intent options, set the intent. Depending on your settings, intent can be required.
  5. Click Create Item.

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Move inventory

  1. On the Inventory page, open a record and select Move.
  2. Search for and select the destination location.
  3. Confirm the move. The record’s location updates, and the move is recorded in its history.

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Change a record’s part

Repoint a record at a different part when the stock on the shelf was recorded against the wrong one.
  1. On the Inventory page, open a record and select Change.
  2. In Changing to this part, select the new part.
  3. Confirm the change.
The unit of measure follows the new part. The quantity, location, lot, and serial stay as they are. The picker offers only parts that track the same way as the record, so a serial-tracked record can only move to a serial-tracked part, a lot-tracked record to a lot-tracked part, and an untracked record to an untracked part.
A record’s part can be changed only while it is Available and untouched. ION blocks the change and names the reason when the record is installed on a build requirement, issued to a kit, partly scrapped, allocated to an open run, or at any other status. Repointing consumed stock would rewrite what its build, kit, run, order, and scrap records mean.

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Adjust a quantity

Use an adjustment to correct a record’s on-hand count.
  1. On the Inventory page, open a record and select Adjust.
  2. Set the New Total Quantity. To scrap part of the record instead, set the Quantity to Scrap.
  3. Record a reason, then save. For scrapping stock as a workflow, see Scrap inventory.

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Delete a record

Deleting a record removes all of its units from inventory. It doesn’t scrap them or record a transaction, so use it for a record created in error rather than for stock you’ve consumed or scrapped.
  1. On the Inventory page, open a record and select Adjust.
  2. Click Delete All Inventory, then confirm.
Deleting a record permanently removes it and every unit on it. This can’t be undone.
The Delete All Inventory control appears only if your permissions allow deleting inventory.

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Filter the Inventory page

Open Filters in the Inventory page toolbar to narrow the list. It’s the same filter builder the rest of ION’s tables use; for how to build and save a condition set, see Build a filter. The field picker also offers Issues fields, such as Issues > ID and Issues > Title, so you can narrow to the inventory an issue touches. To list only inventory that has an issue, filter on Issues > ID with Is null set to False. The same field set appears on the Tools inventory table, which shares the inventory filter definition.

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View transaction history

To see every transaction against a record, open it on the Inventory page and select History. The history lists each action, such as received, moved, split, merged, installed, and uninstalled, with its actor, timestamp, and location.

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Act on several records at once

Selecting records on the Inventory page reveals a toolbar of bulk actions:
  • Move sends the selected records to one location.
  • Print Barcodes prints labels for the selected records. See Print labels.
  • Generate SNs generates serial numbers for the selected records.