When ordering a batch of uniquely identifiable items—such as bicycles, laptops, machinery, and equipment—you can now track and manage each item individually in SalesVu. This is achieved by utilizing customizable fields, allowing for detailed tracking and reporting on aspects like serial numbers, physical location, maintenance dates, and more. This guide will walk you through setting up and using custom fields at the individual product level in Purchase Orders (POs) for enhanced asset management.
Let's review the case of tracking inventory in a hospital. When receiving inventory such as hospital beds, computers, chairs, etc., you might want to track their serial number, date of arrival, next maintenance date, etc.
Example: Tracking a Hospital Bed
Step 1: Creating Custom Fields
First, we will create custom fields such as 'Serial Number', 'Date of Arrival', and 'Date of Next Maintenance' by following the steps below:
- Log into salesvu.com
- Navigate to the Purchase Orders section in SalesVu.
- Click on the dropdown arrow on the right to select Manage PO Custom Fields.
- In the Custom Fields for Individual Item window, click on Add More Fields.
- Define the field name and select the field type
- Fill in the necessary information for each custom field.
- Click Save to apply the custom fields to the products in the PO.
Step 2: Assigning Custom Fields & Entering Data for Each Bed
Once the fields are created, we will assign them to individual hospital beds in the PO. Then, we will enter the specific data for each hospital bed, such as its serial number, arrival date, and next maintenance date:
- In the Purchase Order view, select the product and click on the dropdown arrow on the right.
- Choose Add Details for Individual Items.
- Enter the custom field data for each individual item.
- For example, if there are 10 items in the PO, fill out the information in the fields for each of them individually.
- Save the changes
Step 3: Generating Reports
Now, we will generate a report to view and manage these details efficiently:
- Access the Purchase Orders (PO) section and click on the dropdown arrow on the right.
- Select Individual Item Report to view the detailed report.
- The report will include columns for product name, vendor name, PO reception date, and all custom fields.
- Filter the report by category and product as needed.
- You can also export this report and open it in Excel to view this information
- Also, you can click on 'Edit' in the report next to any item to update the custom field information. Make the necessary changes and click Save to apply the updates.