Managing Inventory 2.0 in Turvo

Inventory in Turvo consolidates your WMS and ERP solutions into a single source of truth for yourselves and your customers, all without leaving the Turvo system. By ingesting data from your existing WMS or ERP solutions, Turvo’s Inventory feature provides seamless visibility of inventory levels and the orders attached to them. This information is available to you and your  external customers in near real time.

If you’re interested in getting started with Inventory and having it configured for your tenant, reach out to your Turvo representative.

This article gives more information on how to use Turvo’s Inventory visibility feature with an inventory overview, filtering information, and how to take bulk actions to place or release holds.  

Inventory overview

The overview of your inventory can be found by navigating to Inventory in the left navigation bar. 

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The list view displays items as a list with the item information separated by columns. 

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Clicking on an inventory item opens a side panel on the right. This panel displays the hierarchy and count of traceability IDs and provides a link to the item. You can also update the inventory filters according to the properties in the selected inventory item.

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You can change the units shown on the inventory by clicking on the ruler icon in the top right and selecting the base unit calculation you’d like to see.

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Grouping inventory

Located at the top right of the inventory view, the Group by drop down menu is the primary sorting tool for viewing and managing items. This determines how Turvo arranges the inventory; the data that you select for this field appears in the first column. In this example, Item # is selected in the Group by menu. Item # then becomes the first column of data.

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You can group the inventory view by Item #, any of the ID fields, Facility, Storage locations, or Substatus. Group by options can vary based on other filters that are selected.

Note: To group by Substatus, at least one filter is required

Filters

Click on Filters to view the rest of the fields that you can use to narrow down the inventory as needed.

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The available filters are:

  • Item 
  • Item name
  • Base ID
  • Secondary ID
  • Tertiary ID
  • Status
  • Substatus
  • Units
  • Selected field (multiple filters under More filters)
  • Account
  • Facility
  • Alternate base ID
  • Alternate secondary ID
  • Alternate tertiary ID
  • Parent account

The ID and alternate ID fields carry over from the Item traceability section in the item’s Details tab. These fields form the hierarchy of your inventory system.

Note: For more information on the ID fields, see the Managing Items 2.0 in Turvo article in the Help Center.

 

More filters

Click on More filters at the bottom of the filter menu to access more filtering options. 

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You have the following filter options here:

  • Substatus
  • Best by date
  • Code date
  • Depleted date
  • Expiration date
  • Production date
  • Slaughter date
  • Received date
  • Hold code

Enter the information you want to filter. The More filters button remains in place in case you need to add multiple filters. 

Bulk actions

Note: Bulk actions are not enabled by default. Reach out to your Turvo representative if you are interested in this feature.

Once you have filtered your inventory to view the data you need, you can apply bulk changes to either place or release a hold on the selected inventory.

Hover over the left side of the inventory item row and click the checkbox next to the appropriate rows.

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Protip: When making bulk updates, you can quickly select multiple rows at a time by holding down shift and clicking the first and last rows of the group you need to edit, rather than clicking each row individually. Alternatively, you can use the Select All checkbox on the left of the header row to select all visible rows, up to the first 50 results. You can also bulk deselect the rows by clicking the blue “-” button at the top of the column.

Click the MANAGE INVENTORY button.

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Note: The MANAGE INVENTORY button is not selectable if you have grouped the data by Item #.

From there, you’ll have the option to either Place hold or Release hold, select the appropriate Hold code from the drop down menu, and enter the Reason for placing or releasing the hold on the lots/pallets.

Note: The hold codes available in the drop down are predetermined by the logistics service provider.

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A progress block will appear at the bottom right of your screen where you can view the progress of the holds. Once the holds are complete, you’ll see whether they’ve been approved or rejected within this progress block. Inventory holds will take a few minutes to update once processed because inventory updates come through the message bus, rather than the request itself.

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Protip: Clicking the down arrow in the top right corner of the progress block will minimize the block and the X will close the block out completely. If you close the block completely, you won’t be able to bring the block back to check the progress of the holds.

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