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Inventory Settings

(Version 1.0)

Updated over a month ago

What is Inventory Settings?
The Inventory Settings module in OrderGrid provides key tools for managing item attributes, such as Units of Measure (UOM), Brands, Categories, Item Tags, Item Types, and various General Settings. These configurations enable you to customize and organize your inventory items to ensure consistent data management and streamlined operations.

To Access Inventory Settings, Navigate to

☰ > Inventory > Settings


Inventory Settings Overview

These settings enable efficient setup and management of inventory items. Configuring these attributes first in the Inventory Settings allows you to easily assign them to items later in the Inventory > Items module. This ensures consistency across your item listings and provides further customizability.

Setting

Steps to Create

Action

Units of Measure (UOM)

Navigate to Inventory Settings > UOM
Click + New UOM and enter the UOM name and description, then click Create.

Assign to items for measurement consistency (e.g., EA for Each, CS for Case).

Brands

Go to Inventory Settings > Brands
Click + New Brand, enter the brand name and description, then click Create.

Use to assign a specific brand to an item in Inventory > Items.

Categories

Access Inventory Settings > Categories
Click + New Category, enter the category name and description, then click Create.

Categorize items under groups like Electronics, Groceries, etc.

Item Tags

Go to Inventory Settings > Item Tags
Click + New Item Tag, provide a name and description for the tag, then click Create.

Use to assign tags for better item organization and filtering.

Item Types

Navigate to Inventory Settings > Item Types
Click + New Type, enter the item type's name and description, select a Super Type, and click Create.

Define characteristics of items like Product, Box, Filler, or Insert.

Select the General tab in Inventory Settings
Configure settings like Currency, Enable Pick by UOMs, Enable Rounding, and Required Fields.

Customize how item details are captured, like making certain fields required (e.g., SKU, Lot, Expiry).


General Settings Deep Dive

These settings are all specifically for "Enable QR Code Scanning" and control how data is scanned and interpreted via QR codes. The prefixes will be applied to the data when scanning, and the "Options/Required" section defines which fields are mandatory for a successful scan.

Setting

Description

Example

SKU Prefix

A prefix that will be added to the SKU data when scanning a QR code. It allows a customized identifier in the QR code without changing the actual SKU in OrderGrid.

If the SKU Prefix is set as I:, and the actual SKU is 123, the QR code will scan as I:123, but the actual SKU in OrderGrid remains 123.

Lot Prefix

A prefix that will be added to the lot code data in the QR scan. This helps designate specific batches when scanning items.

If the Lot Prefix is set to L:, and the lot number is 456, the QR code will display L:456, while the lot number in the system remains 456.

Expiry Prefix

A prefix added to the expiry date information in the QR code. This helps in tracking and validating expiry dates.

If the Expiry Prefix is E:, and the expiry date is 12/31/2025, the QR code will display E:12/31/2025, but the expiry date in the system remains 12/31/2025.

UOM Prefix

Adds a prefix to the Unit of Measure (UOM) field in the QR code. This can be used to specify the unit type for the item in the code.

If the UOM Prefix is U:, and the UOM is EA, the QR code will show U:EA, but the system’s UOM remains EA.

Quantity Prefix

A prefix for the quantity field in the QR code. This allows users to specify quantities in a structured way in the QR code.

If the Quantity Prefix is set as Q:, and the quantity is 100, the QR code will display Q:100, while the quantity in the system remains 100.

Separator

A character used to separate different sections (SKU, Lot, UOM, etc.) in the QR code. This helps in creating organized and easily scannable codes.

If the Separator is set to /, the QR code might display I:123/L:456/Q:100, where / separates the SKU, Lot, and Quantity fields.

⚠️ Required Fields in QR Code Scanning

For any fields marked as "Required" in the QR code settings, the scan will only be successful if the corresponding field data is present in the QR code. If that field is missing from the QR code, the scan will fail.

For example:

  • If UOM is required in the settings but the QR code does not include the UOM information, the scan will not be successful and will return an error.

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