Inventory can be created under the Inventory section TR4. The option to CREATE INVENTORY + is limited to specific user groups in trakref.
1. To add a piece of inventory to a location, navigate to the Inventory List section from the sidebar menu.
2. On the Inventory List page, locate the CREATE INVENTORY + button in the top right corner
3. Select CREATE INVENTORY +
4. User is redirected to the Create Inventory workflow.
5. Select the Inventory Type HVAC/R Systems - Virgin Cylinder.
6. Complete the Create Inventory form provided with as much information available on the asset. Complete all required fields, as well as any optional fields where information is available. Note: Some fields may be required based on local regulations.
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Is this a new purchase / acquisition?
- Select No if:
- This is an existing piece of inventory that was not recently purchased/acquired, or
- This is a new piece of inventory, but customer prefers not to track Location Type Wholesaler/Supplier
- Select Yes if:
- This is a new piece of inventory that was recently purchased or acquired, and
- The Wholesaler/Supplier where inventory was purchased or acquired is listed as a Location Type Wholesaler/Supplier within customer account.
- Complete additional field for Acquired From Location: by selecting the Wholesaler from the dropdown. If Wholesaler is not listed, they can be added through the Location section.
- Select No if:
- Location: select from the dropdown where this piece of inventory is located
- Name: enter the name associated with the inventory item
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Asset Status: select from the dropdown the current status of the asset.
- Active – Inventory is operational.
- Inactive – Inventory is temporarily non-operational but may be operational at a future date.
- Decommissioned – Inventory is permanently non-operational.
- Tag Number: Enter the unique tag number assigned to the inventory. This section can be left blank if not applicable.
- Serial Number: Enter the unique serial number assigned to the inventory. This field is required unless a value is entered under Tag Number.
- Acquisition Date: select the acquisition date from the provided date picker.
- Material Type: select an option from the dropdown.
- Material Status: select an option from the dropdown.
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Cylinder Status: select an option from the dropdown. Below are some common system statuses:
- Active – cylinder contains material available for installation in asset
- Destroyed – cylinder does not contain material and disposed of
- Sent to Recycling – cylinder contains recovered material, and sent to a reclaimer for recycling
- Current Gas Weight (lbs): enter the current gas weight.
- Current Gas Weight (oz): enter the current gas weight.
- Max Gas Capacity (lbs): identify the size of the cylinder. Select an option from the dropdown.
- DOT Expiration Date: For recovery cylinders, select the Department of Transportation (DOT) certification expiration date from the provided date picker.
7. After completing the Create Inventory form, locate CREATE INVENTORY button at the top of the form
8. Select CREATE INVENTORY to add the cylinder to location inventory
9. Window will appear confirming Inventory successfully created.
10. After Inventory is created, from the popup window user has the option to navigate to another page based on their unique need.
- VIEW INVENTORY DETAILS - select this option to return to the Inventory Detail page for the inventory created.
- CREATE NEW INVENTORY - select this option to return to the Create Inventory workflow if another piece of inventory needs to be created.
- X - select the X in the top right corner to return to Inventory List page