General Information (In the top section of the screen)

Name

The name for the inventory manager. This is required and must be unique.

Description

The inventory manager description.

Use as pick policy

Whether this inventory manager can be used as a pick policy.

If checked, this inventory manager will appear by name in pick policy drop-down menus throughout SmartTurn. For example, you could override the default pick policy with this manager, or use this manager as part of a preferred pick policy.

Use as cycle count

Whether this inventory manager can be used as a cycle count.

If checked, this inventory manager can be used to create cycle counts.

Use for storage documents

Whether this inventory manager can be used to create storage documents.

If checked, this inventory manager can be used to create storage documents. Additionally, this inventory manager must have only one criteria. This restriction is enforced because adding multiple inventory manager criteria to an inventory manager concatenates the results of the different criteria. That is, your inventory manager will list all the inventory items that pass the first criteria, followed by all the inventory items that pass the next criteria, and so on. For a storage document, this would also usually result in a storage document that lists particular inventory items twice.

Criteria

Line #

Auto-generated ID for the view.

Name

The name of the inventory manager criteria being used to gather the inventory items for the manager.

Description

The description of the inventory manager criteria.