Warehouse and Inventory – Print Reach Help Center

Midnight’s Inventory management capabilities allow you accurately store and manage your client’s inventory.

Before utilizing the Inventory module, the Warehouse will need to be set up in the administration menu.

Inventory

The inventory search screen provides Warehouse Staff with a centralized screen to perform operations and inventory inquiries.

The Inventory Search Screen allows the User to Search for Inventory using the criteria at the top of the screen. The Green buttons on the right side of the screen allow the User to perform specific operations on Inventory. In addition, the User can click on the Item code, ID, Name, and Description.

The following list is the search fields on the Inventory Search Screen:

Customer Name: The Company name.
Item Code: The code of the item as used by midnight.
Item ID: The ID of the item in the system.
Item Name: The name of the item.
Description: A description of the item.
Item Type: What category the item is in.
Customer Part#: The number of the specific customer part, if available.
Quantity: How much of the item is On-Hand.
Active: If the item is active or not.

There is also a Extended search screen that can be accessed by clicking the Blue extended search button, with the option to search by Customer code, Location, User defined fields, and Value. You can combine these fields to search for a specific company part in a specific location.

There is also Two Buttons next to the Extended search screen, the Receive item, and New Inventory Item buttons.

Receive item

The receive item screen allows you to put in a receipt of items that were received.

The first step in this screen is to select a customer to whom the inventory belongs. After that, the fields are entered and used as dictated by the nature of the material you are receiving. The Delivered By field is for the delivery service or printer that delivered the materials, and the Date In will default to the current date, but can be changed by the user. Once the general information is entered, then you can select the item being received if it already exists in the system.

If the item exists in the system, when you select the item, the description will pull from the item record, and then you can enter the Actual Qty, the Pack Slip Qty, the number of Skids and Containers, the pieces per container, and the loose count for this receipt.

It's possible to add new items from the Receipt/Receive item screen. To do this, select the Add button from the Items column at the bottom of the screen.

Selecting the Add button will bring up the Quick add screen.

From the Quick Add screen you can add basic information for new items that will be automatically added to the receipt once entered. For items that require more details, use the New inventory Item button that is in the home screen of the Inventory tab.

The save button at the end of the row will save that row, and add another row below it to continue adding items for this receipt. Click on the Save & Close button to complete the Receipt for the items entered.

If you want to put the items in specific locations other than receiving at the time of completing the receipt, click on the Assign/Putaway button above the grid, after the row has been saved.

New Inventory Item

The New inventory item button allows the user to create a new item that does not exist yet in midnight. This contains more fields for entering information compared to the Quick Add screen.

The fields on this screen are:

Item Type: The type of item it is.
Item Code: The item code used by midnight.
Item Name: The name of the item
Description: A Description of the item.
Customer Part #: The customer’s identifier for the item
Create Date: The date the Item was created. Defaults to todays date.
Version: The version of the item,
Lot: Enter if this is a lot-tracked item
Expiration Date: The expiration date of the item

Item Details

For each Item in, there are tabs at the bottom of the screen that show specific details related to the
selected item. Each tab contains different historical information regarding the inventory item.

The tabs on the bottom of the screen are Details, Paper Details, Quantities, Locations, Receipts, Transactions, Substitutions, and Lots.

Details: The details tab contains various details relating to print timings, and shipping.
Paper Details: The paper details tab contains specifications about any paper stock on hand for digital or off-set printing. It also contains information for the vendor, sheet specs, and the cost.
Quantities: Shows the current quantities on-hand, reserved, and available.
Locations: Displays where the items currently are stored.
Receipts: Shows a history of all receipts for that item.
Transactions: Shows a history of transactions recorded against the item.
Substitutions: The substitutes tab allows for the entry of alternate inventory items for use on order where the selected item may run short.
Lots: The Lots screen allows users to view and create lots. Clicking on the lot number allows you to edit the Lot details.

For more information about the bottom rows, visit the Warehouse Item details article

Inventory Transactions

Right clicking on the Item Code, ID, Name, or Description brings out the Inventory transactions menu.

The options in this menu are:

Add: Adds inventory to a location, it can be an initial add if it is not done via a receipt or a put-back of leftovers.
Subtract: Used for subtracting inventory from a location. It can be for a pull for job, pulling samples to ship, or a general usage.
Move: This option moves inventory from one location to another.

Clicking the add inventory button for example, brings you to the add Inventory Transaction screen.

The Item code and Item Name are already pre-entered, with this information taken from the Inventory screen.

The fields on this screen are:

To Location: The designated location in the warehouse for for the Inventory Item.
Lot: The lot number for the Item. This is selected through the Lot number of the item in the Item details screen.
Order: The order number for the Item. This is selected from a drop down list.
Quantity: How much of the item there is.
Comment: Any comments on the inventory transaction.
Locations: Shows the warehouse Locations for where the item could be stored.

More information is available in the Inventory Transactions article.

Warehouse item requests

The functions of the items request screen are covered in the Warehouse Item Requests article.