Add supply types to your site to be able to log when they are used, keep track of the amount used, and keep records of supply purchases.
A supply type is the name of the kind of object, such as gloves or pesticide.
Supplies/Supply inventories are records for each supply type. They track the purchases and quantity on hand of each supply type.
In this article:
Adding or Viewing Supply Types
Go to Administration > Supply Types. The page lists the supply types that have been added to your site.
To add a generic supply type:Click Add Supply Type at the top of the page. A modal appears where you specify the details.
The type and subtype of a supply are for your reference. Enter descriptive names. For example, the type could be "Nutrient" and the sub type could be "BioBizz 100".
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To add a Pesticide type:If a supply type is set to be a pesticide, it will be selectable from the "Add Pesticides" button to log pesticide use for a mother plant or batch.
Click Add Supply Type at the top of the page. A modal appears where you specify the details.
Enter Pesticide as the type. For the subtype, enter a descriptive name, such as "Pest Doomer 15".
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To add an Insect (Container) type:If a supply type is set to be an insect container, it will be selectable from the "Add Insects" button to log insect finding and collection for a mother plant or batch.
Click Add Supply Type at the top of the page. A modal appears where you specify the details.
Enter Insects as the type. For the subtype, enter a descriptive name, such as "Ladybug".
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To add a Nutrient type:If a supply type is set to be a nutrient, it will be selectable from the "Fertigation" button when nutrients are used during fertigation for a mother plant or batch.
Click Add Supply Type at the top of the page. A modal appears where you specify the details.
Enter Nutrient as the type. For the subtype, enter a descriptive name, such as "CannaGrow Rx".
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To add a PH Additive type:If a supply type is set to be a PH additive, it will be selectable from the "Fertigation" button when PH additives are used during fertigation for a mother plant or batch.
Click Add Supply Type at the top of the page. A modal appears where you specify the details.
Enter PH Additive as the type. For the subtype, enter a descriptive name, such as "PhDown 420".
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To view an existing supply type:Click the supply type in the list. You can change the type's status. Disabled supply types cannot be used, and archived supply types cannot be used and can never be enabled again. |
Receiving Supplies
Go to Warehouse > Supplies. The page lists all your supply types and the quantity remaining of each one.
Note: You'll need to have supply types set up (see above) in order to work with them.
Click Receive Supply at the top of the page. A modal appears where you specify the details of the purchase. The quantity will be adjusted accordingly. Click SUBMIT when the fields have been filled out to receive supplies for the specified type:
Item InformationSpecify the supply type and subtype. These menus are populated with the supply types added to your site. If you haven't added the appropriate supply type and subtype for this purchase, see Adding or Viewing Supply Types above.
For the received quantity. The unit of measure is automatically determined based on the unit of measure that was specified for the selected supply type and subtype. |
AccountClick the button to specify the supplier. The list is populated with CRM Accounts whose account type is "supplier".
The source lot number and purchase order # are for your reference but are required. |
InspectionSpecify for your records the condition of the received supplies. |
DocumentsYou can optionally upload a receipt or any other documents you want to associate with the purchased supplies. You can view the documents when you work with the supplies (see below). |
SignaturesSpecify the users who checked and approved the purchase. |
Working With Supplies
Go to Warehouse > Supplies. The page lists all your supply types and the quantity remaining of each one.
Click a supply type in the list to view its details and log when it is used.
Click this button to change the type's status. Disabled supply types cannot be used, and archived supply types can never be enabled again.
Click this button to log an instance of supplies being used. You can use the Link supplies to Inventory field to specify which entity the supply was used for (if applicable). If you do this, the use of the supply will also appear on that entity's activity log.
Supply Lots tab
The Supply Lot List tab displays each purchase of the supply type. Click on an ID to view the lot information (the supplies from a past purchase).
From that Supply Lot page, you can:
Return Items: Specify some quantity of the purchased supplies that were returned, along with the refund amount.
Destroy: Specify some quantity of the purchased supplies that were destroyed.
Create activity log: Record some action taken on the supply lot that you want to note. You can optionally attach a document to the entry. You can view this entry in the Activity Log at the bottom of the page.
View the activity log (for the lot): This tab lists all activities related to this supply lot.
Activity Log tab (for the supply type)
The Activity Log tab for the supply type displays all past activities on the supply type. (To see a list of activities for a particular supply lot, i.e., the supplies from a past purchase, see above.