Inventory Conversion

Inventory conversion is a work order tool that changes two or more items into a new product. This process is similar to kitting with two differences.

• Inventory conversion usually requires a material input that is not normally ordered by customers (e.g. bubble wrap to pack an item).

• The inventory conversion process can track or measure any waste that is generated during the conversion process.

Before you start

• Confirm the inventory level of raw materials is adequate for the work order.

• Make sure the conversion location is set to Project, and its Inventory Status includes Hold. Click to learn more about storage location types.

Converting inventory

The first step is to create a work order.

1. Go to Home > Orders > Work Orders.

2. Click the plus icon.

3. Select Inventory Conversion.

Fill in the required fields.

1. On the Summary page, select an account.

2. Enter a Project location.

3. Click Save.

4. Add an Order Number. (recommended)

5. Enter the shipping order into the Customer Reference field. (if applicable, see note below)

6. Enter other information as needed.

Adding item codes

Add item codes to the work order.

1. Click Inventory Conversion on the side menu.

2. Expand the Input tab.

3. Click the plus icon.

In the Raw Materials window:

1. Search the item code (or click the plus icon to create a new item).

2. Enter the quantity to add to the finished good.

3. Click Save.

4. Repeat the steps to add more raw materials.

In the Consumables window:

1. Search the item code (or click the plus icon to create a new item).

2. Enter the quantity to add to the finished good.

3. Repeat the steps to add more consumables.

4. Click Save.

DVU adds lines to the Consumables table.

Creating an output

Add the item code of the final product. The final product is the good to be shipped out after floor staff assemble/convert the raw materials and consumables.

1. Expand the Output tab.

2. Click the plus icon.

3. Search the item code (or click the plus icon to create a new item).

4. Enter the quantity to convert.

5. Click Save.

DVU adds the line to the Finished Goods table.

Picking the items

Change the status of the work order to In Process and then click Save.

Log in to the RF scanner.

Select Shipping (2).

Select Pick (1).

Select By Account (5).

Select an account.

Select an order.

Select Continue (1).

Review the summary screen and select Continue (1).

Select an item to pick.

Enter the current location.

Scan the LPN (optional).

Enter the item code.

Enter the quantity.

Enter the pick to location (which is also a pickable location).

That completes the workflow for a single item. The RF scanner automatically jumps to the next item in the Inventory Conversion work order. Complete the pick workflow as above for the remaining items.

At the end of the pick, select M to close out the workflow on the RF scanner.

Converting inventory

After warehouse staff complete the pick, the DVU user updates the Inventory Conversion work order.

1. Open the work order.

2. Click Inventory Conversion on the side menu.

3. Expand the Output folder.

4. Select the finished good row.

5. Click the Build icon.

In the Build window:

1. Assign an LPN.

2. Enter the number of items to build.

3. Click Build.

DVU updates the information in the table row.

To close out the Inventory Conversion work order:

1. Go to the General page and change the work order status to Completed.

2. Click Save.

3. Read the message (it is not possible to edit a completed order) in the confirmation popup window.

4. Click OK to save.

After staff complete the pick, DVU automatically re-allocates inventory. In the screenshot below, one each of INSERT-001 (a document added to the finished good) appears in the project location (PACK-1).

Fulfilling the order

The final step is to ship the product if the work order was created to fulfill a shipping order.

1. Open the shipping order on the DVU platform.

2. Change the status to In Process.

3. Create a pick ticket.

4. Pick the order from the LPN (see above).

5. Pack and ship.

6. Set the shipping order status to Completed.