Audience:
Beginner and intermediate users adding Inventory to Work Orders.
Estimated Time:
5–7 minutes
Overview
This tutorial walks you through using each Inventory Input form so you can quickly add materials to a Work Order based on what information you have.
Before You Start
Make sure the inventory is available and not quarantined or committed to another Work Order
Have your product, lot, or SKU details ready
Step 1: Input Inventory Using the Standard Form
This form works best when you know the product and want flexibility to drill down.
Inside your Work Order, hit Add Input and select Inventory
Pick your Product—this will populate related fields
If your product is in a batch, choose a Source Batch
Enable Choose Source Lot to narrow it down to a Lot
Enable Choose Source Inventory to choose an Inventory ID
(Optional) Use Remaining Inventory to consume everything available
Enter your desired Quantity, confirm the Inventory Unit
Review the Amount Available, which updates dynamically
Add a Timestamp, making sure it doesn’t predate the Work Order
Click + Add to finalize the input
✅ Pro Tip: Use “Remaining Inventory” if you want to clear out the item entirely.
✅ Pro Tip: “Choose Source Inventory” is optional—use it to get more precise.
🗒️ Note: The Batch dropdown appears only when inventory exists in a batch for that product.
🗒️ Note: If “Source Batch” doesn’t appear, the product might not be tied to a batch—totally normal.
Step 2: Input Inventory Using Product & Vendor Filters
This form is great when you need to trace materials to a vendor or SKU.
Click Add Input and pick By Product
Select your Product
Narrow it down with an optional SKU
Choose the Vendor from the dropdown—or add a new one using the + button
If available, select the Source Batch and Lot
Choose the specific Inventory ID
Input the Quantity and matching Inventory Unit
Confirm the Amount Available
Add a Timestamp and click + Add
✅ Pro Tip: Using SKU + Vendor helps zero in on the exact source of a material.
🗒️ Note: Only inventory matching your filters will appear—adjust filters if you’re not seeing results.
Step 3: Input Inventory Starting from a Lot
This form is perfect when the Lot is already decided before Work Order execution.
Select By Lot from the input menu
Pick your Source Lot
Enable Choose Source Inventory to unlock Inventory ID selection
Select the specific Inventory ID
(Optional) Toggle Use Remaining Inventory to consume the full amount
Input your Quantity and match the Inventory Unit
Check the Amount Available
Add the Timestamp, then click + Add
✅ Pro Tip: When inventory is tied to a specific lot, this form saves clicks and filters directly.
🗒️ Note: This form only surfaces inventory tied to the selected lot—adjust filters if needed.
Step 4: Input Inventory by ID
This form is best for workflows where you've already identified the specific inventory item you want to use.
Open the Work Order → click Add Input → select By ID
Select the Inventory ID from the dropdown
(Optional) Use the Remaining Inventory toggle if you’re consuming it all
Type the Quantity and confirm the Inventory Unit
Review the system-generated Amount Available
Apply the Timestamp and save the input
✅ Pro Tip: Fastest option when your inventory is pre-picked or staged for use.
🗒️ Note: The form only accepts active, unallocated Inventory IDs with remaining stock.
Step 5: Input Inventory Using a Location
Use this form when the location of the inventory is known and it’s easier to filter from there.
From the input dropdown, select By Location
Pick a Location (e.g., Processing Room 1)
Select the Product
If shown, choose a Source Batch
Enable Choose Source Lot and select the Lot
Enable Choose Source Inventory to unlock Inventory ID
(Optional) Use Remaining Inventory to auto-fill
Type in the Quantity and confirm the Inventory Unit
Check the Amount Available
Add the Timestamp and click + Add
✅ Pro Tip: Best used when your team stages inventory by room or zone for easy input.
🗒️ Note: Batch selection is only required when batch-tracked inventory is detected.
Step 6: Input Inventory Starting with a SKU
This form is designed for workflows where SKUs guide how materials are tracked and sourced.
Select By SKU under Add Input
Choose the SKU you’re working with
Confirm or adjust the linked Product
If shown, choose a Source Batch
Enable Choose Source Lot and select the correct Lot
Enable Choose Source Inventory to pick an Inventory ID
(Optional) Use Remaining Inventory if consuming the full quantity
Enter the Quantity and validate the Inventory Unit
Check the Amount Available, then set the Timestamp
Click + Add to complete
✅ Pro Tip: Great for facilities that structure inventory intake and fulfillment by SKU.
🗒️ Note: Batch and Lot fields will only show if applicable to the selected SKU and product.
Troubleshooting
Problem: I can't find the inventory I'm looking for
Fix: Confirm the item hasn’t already been added to another Work Order, and ensure it’s not quarantined or archived.
Problem: The batch or lot field isn’t appearing
Fix: Some products don’t require batches—fields will appear only when needed.
Problem: I entered incorrect input details
Fix: Delete the entry and go back to the Work Order to start over.