Inventory Email Alerts in Delivrd

Delivrd inventory management software now has a feature of sending emails with inventory alerts. To set up this feature, go to Settings and make one of the following choices in the Inventory Alert drop-down list:

  • Don’t send any alerts: This is a default option that does not allow to send the inventory alerts.
  • Send only low inventory alerts: Choose this option to send the alerts when the inventory quantity is below the reorder point or safety stock.
  • Send list of all inventory: Choose this option to send inventory reports for all products, regardless if the inventory quantity is below the reorder point or safety stock.

If you assigned any products to suppliers, then it is also possible to send the inventory alerts to those suppliers. To do so, just specify the email address when creating or editing a supplier record. It is possible to add multiple email addresses for a single supplier, by separating each email with a comma (,)

To send the inventory alerts, to your own email and to your suppliers, go to the Inventory List page, and from the Actions menu, select ‘Send Inventory Alerts’:

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Assigning Products to Suppliers in Delivrd

To assign products to suppliers in Delivrd inventory management software, do the following:

  1. In the navigation bar on the left, click either Products & Inventory > Products or Partners > Suppliers.

  1. In the upper-right corner of the Products List or Suppliers page, click Actions > Products – Supplier Assignment.

  1. In the upper-right corner of the Product-Supplier Assignment page that opens, click New Product-Supplier.

  1. In the form that opens, select the product and supplier that you are going to connect. You can also optionally add the price you buy this product from the specified supplier, and select the status of assignment – either Active or Inactive.

  1. When ready, click Save.

The system will reflect the product-supplier assignment in the inventory list by adding the Supplier column to the page where the product record is located.


The product price will be copied to replenishment order lines that you will create with this supplier and product combination, and the system will send inventory alerts to the supplier regarding their own products – more on inventory alerts coming soon.twitteryoutube

Fast Inventory Transactions in Delivrd

With Delivrd inventory management software, you can quickly update inventory for a specific product. To do it, open the Inventory List page under Products & Inventory and scan the barcode of the product on this page. If you don’t have a barcode scanner, you can manually enter the SKU, EAN, or UPC of the product in the field above the inventory list, and then click Search.

If the system finds a result, you can directly receive or issue 1 piece from inventory, or choose to receive or issue any quantity you want. You can do this with the four buttons in the Inventory Transactions column: +1, -1, Receive, or Issue.

Click the corresponding button to open a window where you can enter the transaction details. For the Receive and Issue transactions, you can enter any value in the quantity field, whereas for the +1 and -1 transactions, this field is not available for editing, as quantity of transaction is 1.

 

As always, any inventory transaction you enter into Delivrd will be displayed in the Inventory Transaction History

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Managing Inventory of Serial Numbers in Delivrd

In this user guide, we’ll describe how to manage the inventory of serial numbers in multiple locations, specifically, how to create, transfer, and issue serial numbers in Delivrd. Read on!

Creating a Serial Number
To start managing the inventory of serial numbers in Delivrd, you first need to create them. You can do it in several simple steps:

    1. In the navigation pane on the left, click Products & Inventory > Serial Numbers.

    1. In the upper-right corner of the serial number list, click New Serial.

  1. In the window that appears, choose the product for which you are creating the serial, and an inventory location for this serial.

After you choose a location, two things will happen:

    • The serial will be created in this inventory location.

  • A quantity of 1 piece will be added to inventory in this inventory location (there is no need to update the inventory separately).

Note: You can scan the barcode of your serial number into the serial number field instead of typing it.

Transferring a serial number to another location

To transfer a serial to another inventory location:

    1. On the inventory list page, scan the barcode of the serial. The inventory record of the product with the inventory location of the serial will appear. You can then either issue the serial or transfer the serial to another location. To choose the destination inventory location, click Transfer Serial

  1. In the window that appears, choose the location and add remarks, if necessary. When ready, click Save.

After you click Save, two things will happen:

  • Serial number location in serial inventory list will change to the new inventory location.
  • 1 piece will be deducted from the previous inventory location of the serial number (North inventory location in this example), and 1 piece will be added to the destination inventory location.

Issuing serial numbers

If the serial number no longer remains in any inventory location that is managed in Delivrd (for example, the serial is issued to sales order, returned to vendor, or scrapped), you can issue the serial number.

    1. After scanning the serial’s barcode label into the inventory location list search box, click Issue Serial.

  1. In the window that appears, you can add a remark to record the reason for the issue. When ready, click Save.

After you click Save, two things will happen:

  • The inventory will be deducted in 1 piece.

  • The serial will be marked as out of stock, but it will still appear in the serial numbers list.

If you try to search the inventory list for a serial that was already issued, you will get an error message:

That’s how you handle the inventory of serial numbers in Delivrd inventory management software.twitteryoutube

Beginners User Guide for Importing Product Data into Delivrd

Beginners User Guide for Importing Product Data into Delivrd

After signing up to use Delivrd inventory management software you will need to import your products into the system. This can be done by importing a CSV type file into the product database.

In order to import items into the Delivrd system you need to prepare a CSV file with your products information. If you are not sure of the format the file should be in you can download a sample file as shown below

Sample file

Please note the following two (2) limitations when importing source files:

  • Maximum file size for uploads is 100 KB.
  • You can upload only CSV files.

Click here for an explanation of the fields. 

Starting the importing process.

Click on the Import Products from CSV file button as shown below. After doing so you will be taken to a different screen where the actual import action will be implemented.

Adding an import file

Click on the +Add File button in order to browse to your source file’s destination and select it.

Starting the upload

In order to start the uploading process once the file has been uploaded you can click on either the Start Upload or Start buttons as shown below.

Creating the products

After the file has been successfully uploaded it is now ready to be imported into the Delivrd system by clicking on the Create Products button as shown below.

After importing the file

After the file has been imported successfully you are taken directly to the Products List page so you can view the imported products directly.

Downloading a sample file

You can download a sample source file and insert your data into the relevant fields which can then be imported as explained previously.

Explanation of the fields that can be imported.

Managing inventory across multiple warehouse locations

If you keep your product inventory in multiple locations in your warehouse you can manage their quantity and distribution in fulfilling customers’ orders with Delivrd’s Locations. This can be done by the accessing the Manage Locations option via Products & Inventory → Inventory List → Actions → Manager Locations as shown below.

After clicking on the Manage Locations option you will be taken to the Locations management screen where you can add a new location as shown below.

When clicking + New Location, a new window opens in which you will add the locations details.

There are two available fields, Name and Description. Name is used for naming the location of the products and Description to describe in short detail any relevant information as shown in the example below. This says the items that the customer ordered can be found on the second shelf in the north east side of the warehouse and that each order is fulfilled by one box of product.

After filling in the fields with the correct data you can save the information by clicking the green Save button.

In a few simple steps you can start managing you products inventory in the Delivrd system.twitteryoutube

Releasing Multiple Sales Orders in Delivrd

Releasing Multiple Sales Orders at the Same Time

You can now release multiple sales orders, from your inventory,  at one time via the green Actions button in the top right corner of the Sales Order page.

In order to use this feature you need to select the orders you want to release by ticking the boxes next to all the orders you want to release in the pound sign column (#).

After selecting the items you want to release go to the green Actions button in the top right corner.

Then select Release All Orders option.

After the orders are released only the orders that were not selected will remain.

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Delivrd Dashboard Layout

There is now a new Dashboard look which gives you more important information in one glance so you can manager you inventory better and more efficiently.

Sales Orders to Fulfill – These are orders that have been set to a Released status but still needs to be fulfilled for the customer.

Shipments Awaiting Pick-Up: The Pick and Pack step has been finished and the orders status has been set to Completed and is awaiting pickup by the delivery company for shipment to the customer.

Overdue Purchase Orders: These are orders that have not had their status changed to Released or the processing of the order has not been completed in the last 30 days and is overdue.

Inventory Alerts: Items that have reached their Reorder or Safety Stock levels and need to be replenished as soon as possible in order to continue conducting business in a timely and efficient manner without losing customers.twitteryoutube

Warehouse Bin Management

With Delivrd you can now manage Bins. Bins are the location in which your products are stored so that can be picked by your fulfillment individuals and control your inventory location.

This option can be found be going to: Partners –> Bins

The Bins page looks like this:

Adding a new Bin

To add a new Bin simply select the “+ New Bin” button.

The below page will appear.

Explanation of the fields.

Title: The name of the Bin itself.

Sort Sequence: The order is which the picker would select the items when fulfilling an order with multiple items.

Location: The physical location of the bin in the warehouse, store, etc.

Status: Active or Inactive. Is this Bin being used currently or not? For example, the Bin might not have any products in it now and is not in use, so the Inactive status would be set until it’s been resupplied with items to fulfill an order. Please note: If no status is selected the default status of Active will be chosen automatically. This can be changed later if you so choose.

It is also possible to load the Bin data via a CSV file.

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Delivrd: Inventory Management

Inventory Alerts and Stock Monitor

Knowing when your product stock is running low is an key part of inventory management.

In Delivrd is now possible to view only the items that are below their Reorder or Safety Stock levels.

In the Dashboard page you can see the Inventory Alerts box. The number shown there represents the items that have reached their Reorder or Safety Stock levels and needs to be replenished or reordered as soon as possible.

For example, shown below are all the items that are in the system currently.

Note that there are four items showing that their stock is running low; highlighted in yellow and red.

This is reflected in the Dashboard under the Inventory Alerts box.

After clicking on the Inventory Alerts box you are taken to a new page showing the exact items that require your immediate attention.

You can now view all of your products that are running low or need to be reordered soon at a single glance!!!twitteryoutube

Fast Inventory Count

In Delivrd, the inventory management software, it is possible to manually update the inventory count directly from the Inventory List screen now, instead of going through the Actions button.

To update the quantity of a product after a manual count was carried out just click or tap (if you are using a mobile device) on the Quantity field for the said product.

After clicking or tapping you will be able to manual enter a value as shown below. A empty dialog box will appear awaiting your input.

After the correct value has been entered you need to press the “Enter” key on the keyboard either on the computer or mobile device. This is the only was the value will be saved. Clicking or tapping anywhere else on the screen will revert the value to its original value.

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