Inventory merging

Merge inventories together based on physical and data conditions as seen below in order to simplify inventory management in your factory inventory.

Merging inventories is initiated by an update to an inventory item. This feature is on be default and can be turned off per your organization needs - please let us know if you want it turned on/off! This is available if you have accidentally split inventory, or in general for inventory that you

This video shows how merges take place within the application:

Note: Merging is only triggered right now by manual updates on the inventory interface and not by any actions from scanning.

Merge criteria

In order for items to be eligible to merge, the inventories must have:

  1. the same part, lot number, location, supplier, and unit of measure

  2. the same status(i.e. available, installed, etc.)

  3. no serial number

  4. no aBOM(as-built bill of materials)

  5. no associated issues

  6. no associated runs

  7. the same custom attributes

  8. be associated with the same purchase line item (if tied to one at all)

  9. be kitted to the same kit (if kitted)

  10. be received on the same receipt line (if received)

Combined fields on merge

Comments, labels, and file attachments are all combined when two inventories merge into one.

Printing barcodes

When the inventory is merged there is an option to print a new barcode label.

The barcode for the older inventory will still work, but the barcode for the newer inventory will no longer work because that inventory has been deleted.

Printing a new barcode label ensures you are using the correct label and also reflects the new quantity on the label if you show quantity on your inventory barcode label.

Merge history

When an inventory merges, you will see the quantity update in the inventory history. Currently, we're not showing you any information specific to the merge, but we will be including that in a future update.

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