Environmental Management - Treatment Inventory

Treatment Inventory - Summary

The Treatment Inventory tool allows Users to create and track environmental treatments used to manage water systems, as well as edit and transfer these inventory items..  Below is a step-by-step guide on how to utilize this tool.  

NOTE:  Adding Treatments to your Facility is a two step process.

1. You must first Add the treatment to your inventory list; and then
2. Receive a quantity of the treatment to your inventory. 

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Add New Inventory

1. Click on the Treatment Inventory button within the Facility menu from the Navigator panel on the left. 
2. A list of all Treatment Inventory that has been entered into the system will appear; grouped by each area it was assigned to when created.  Filters at the top of the grid allow the User to narrow which treatments show in the list.
3. To add a new treatment item to the system, click on the "Add New" button.

4. Select the Storage Location or Area/Exhibit the Treatment is assigned to (or stored in).
5. Select the treatment Inventory Item from the drop-down list.
6. Select the Unit of measurement the treatment is received and administered in.
7. Make sure the inventory is marked as Active if currently in use.  Any inventory items that are not marked as Active will not appear in treatment tools or reports.
8. Select Manual or Automated depending on how the chemical treatment is applied and therefore will be deducted from inventory.

IMPORTANT: The information entered into this top section of Treatment Inventory is a permanent record for each chemical item and is used to track specific inventory. This information can NOT be changed or edited once submitted into the system.

9. Select the Container Type for the inventory from the drop-down menu. Fill in the weight or volume of the container. 

NOTE:  The value entered into the "Cont Wt/Vol" [Container Weight/Volume] field should represent the Unit that has been assigned to the treatment.  For example, if a treatment is received, measured and administered in gallons; then the Cont Wt/Vol field should be a number that represents how many gallons  the container type holds. 

10. [Optional]  Enter a Re-Order Low and RE-Order To amount. 
11. Click on the "Submit" button when complete.

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Receive an Inventory Item

Once a Treatment item is created, you then need to receive a quantity of that item into your Treatment Inventory. 

1. Click the Receive Inventory button to launch the receive inventory modal.
2. Select the date the inventory was received.  This will always default to the current date. 
3. Select the Storage Location of the item you are receiving.
4. Select the Treatment Item you are receiving. 
5. Enter the quantity that is being received.  This quantity should be entered as the total units being received (and NOT the number of containers).   
6. Click Submit when finished.

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To Edit an Inventory Item

Once a Chemical Inventory item is created, certain metrics for that specific item can adjusted.  Specifically, container weight/volume and container count can be edited to allow for reconciliation of inventory items already created. 

1. Select the Item you want to edit from the list.  When selected, the row will be highlighted in blue.
2. Click the "Edit" button located on the right side of the selected row.

3. The Edit/View Inventory pop-up window will open.  The information in the top portion of the form can not be changed as this is used to track specific inventory items.
4. The information in the bottom portion of the Edit tool can be modified to reconcile inventory amounts or adjust schedules for automatic treatments.
5. Once the required adjustments have been entered, press the Submit button to complete the record.

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To Transfer an Inventory Item

1. Select the Item you want to transfer from the list. When selected, the row will be highlighted in blue
2. Click the "Transfer" button on the right side of the selected row.

3. The Transfer Item pop-up window will open. Select a location from the "Transfer To" drop-down menu; then select both a unit and quantity you want to transfer.  When complete, click the "Submit" button. 

NOTE:  The drop-down menu next to the "Transfer" label will give you the option of transferring a specific unit amount [Item Units] OR Containers.  For example, you may choose to transfer a certain amount of tablets (or liters, whichever the unit measurement may be); or you may want to transfer an entire bucket (or drum, bag, etc.) of that inventory. 

IMPORTANT:  Once an inventory item is created in the system; the Container Type and Units of Measure cannot be changed for that specific inventory item.