The Inventory Allocation Journal function is used to allocate inventory items to specific projects for future use. You can assign inventory items to a particular project or job, ensuring they are earmarked for future use and not available for general use or other projects. Here’s a breakdown of how it works:
- Navigate to Job Projects > Inventory > Data Entry and select the Inventory Allocation Journal item. Sapphire one will display the Inventory Allocation Journal Entry screen ready for data entry.
- Details area – Use the notes field to input any supplementary details relevant to the project. Select the red paperclip icon, which allows you to attach files.
- Tracking area – Check that the Date In, Ref Nº and Delivery data entries are correct. Check other details as required.
- Transaction Lines area – Add Inventory items to the journal by clicking on the green + button or use the Command / key combination.
- Use the wildcard search options to locate the required Inventory items ID, or type part of the Inventory ID followed by the @ symbol.
- Enter the Quantity required for each item. SapphireOne will automatically enter the Rate as set up for each Inventory Item. You may overwrite this and enter the rate manually if required.
- If the selected Vendor has a Job Project associated with their master record, SapphireOne will automatically populate the Project ID in the Project data entry field.
- For Vendors without a linked project, the user will need to manually enter the Project ID in the Project data entry field.
- Project items – Check that the Project and Project Task data entry fields have the required Job project ID correctly entered for each inventory item in the Transaction Lines area.
- Save the new Inventory Allocation Journal by clicking on the Green tick button on the main toolbar.
For more detailed instructions, please refer to the Job Projects > Inventory > Inventory Allocation Journal article.