August 1st & 3rd 2023, Release Note: Inventory | Export Period Status Report | Ordering by Barcode

Release date for all features: August 1st 2023 (US) and August 3rd 2023 (EMEA)

“Great Idea! This new feature was originally raised as an Idea in our Customer Community. The suggestion helped our teams to design and release the enhancement which is now available to everyone.
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Export Stock Period Status

• Enabled by Default? - Y
• Set up by customer Admin? - N
• Enable via Support ticket? - N
• Affects configuration or data? - N

What's Changing?

The Stock Period Status page can now be exported to a CSV file.

Reason for the Change

Being able to export the Stock Period Status page will allow customers to store and analyse historical information on the timeliness of sites closing their stock periods

Customers Affected

All Inventory customers

Release Note Info/Steps

On the Stock Period Status page which is accessed from Stock Management > All Options > Stock Period Administration, there is a new button labelled Export.  This will export all data that meets the specified criteria (Note: by default, this page only shows the first 10 records but the export will include all records that meet the specified criteria)

The tick/cross marks used for true and false values will be exported as 0 (False) and 1 (True).

As well as all columns present on the page the export file will also include the date and time of the export which can be used for historical tracking purposes.  The time will be expressed in UTC time.

Fig. 1 - New option to export the Stock Period Status page

Fig. 2 - Exported Stock Period Status report

Ordering by Barcode

• Enabled by Default? - N
• Set up by customer Admin? - N
• Enable via Support ticket? - Y
• Affects configuration or data? - N
• Roles Affected: - Customers who use the Ordering app to place orders in Inventory

What's Changing?

It is now possible to search for products in the Ordering app using bar codes.

Reason for the Change

Being able to identify items by scanning their barcode provides a quick and accurate way to identify products.  As barcodes are unique per product this eliminates the chances of ordering the wrong product.

Customers Affected

Inventory customers that use the mobile Ordering App.

Release Note Info/Steps

Please raise a support ticket to have barcode scanning enabled for your location.

Please refer to these previous release notes for full details of using barcodes within the ordering app.

Please note: In a future upcoming release we will be extending barcode scanning to the Counting app allowing you to quickly identify items whilst conducting a stock take.