Merge inventories together based on conditions
Merging inventories is initiated by an update to an inventory item. This feature is optional and turned on per customer - let us know if you want it turned on/off!
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.
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)
Comments, labels, and file attachments are all combined when two inventories merge into one.
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.
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.