Rough Inventory Entry

[TOC]

Introduction

At the top of the entry screen, this is a toolbar. The items in this toolbar will vary based on the tab selected. The tabs allow the selection of the area to edit of view. Once the tab has been selected the day or shift can be selected and the bottom area will populate with the requested range for editing or viewing.

Rough Inventory Tool Bar

Inventory Tab

The inventory tab shows the inventory for the end of the day of the selected day. On this tab, you are able to make adjustments and close a period.

Inventory Tab Selection

Making an Adjustment

Select the day to be adjusted is to be applied.

Inventory Making an adjustment

Select the inventory to be adjusted.

Inventory to be adjusted

Once selected a grid with the current inventory for the inventory location selected will appear. If no inventory has been entered , the entry will be blank.

Inventory Grid

To add a missing product, click "Add Product" button from the toolbar.

Inventory Add Product

Select a product from the list and press save button.

Select Inventory

All inventory is stored as packages. Pick the cell to be adjusted and and type the new package count for that length.

Inventory Packages

All changes that have not been commented will be shown in yellow.

Inventory comment yellow

When done making the adjustment, click the save button.

A confirmation screen will come up showing adjustments that are going to be applied. Enter a comment for the reason the adjustment is being made then click save. If an error is spotted can click cancel and make the required adjustments.

Confirmation of Adjustment in Inventroy

Closing a Period

Closing a period locks out all changes for the date selected and all previous days. Closing a period should be done after the inventory has been adjusted for months end. Once a period has been closed it can not be reopened.

Inventory Close Period

Make sure all Sawmill, Kiln, Planer, Shipments and Transfers have been entered for the period. Then select the end of period date

Inventry Close period shift selector

Verify if, Inventory counts are correct for both rough green and rough dry inventory.

Inventry Counts

Press the Close Period button on the toolbar

Click yes on the warning dialog box. The period is now closed. Will see a red warning when viewing any of the edit screens that are in a closed period.

Inventory Warning Box

Sawmill Tab

The sawmill tab is for saving and editing sawmill production by shift. You can only edit shifts in periods that are open.

Sawmill Tab Selection

Saving / Editing a Shift

Select shift to be saved or edited.

Sawmill Tab shift

If any product mappings are required a mapping dialog will pop up. Select the product to convert to and press save.

Sawmill Tab Mapping

Yellow cells mean that a save is required. After the mapping is complete adjustments can be made at this time.

![Sawmill Tab Adjustment](../../Images/DGSManager/Rough%20Inventory/Rough%20Inventory Entry/Sawmill%20Tab%20Adjustment.png)

When ready to commit shift or adjustments press the save button.

Sawmill Tab save

A confirmation dialog will appear showing the adjustments to the inventory that will occur from saving the shift. If any adjustments have been made enter a comment as to why. Press the save button to add the shifts production.

Note :- (Shift are only available to save once the shift is completed. If there is no production to save contact support as there may have been a collection issue.)

Kilns Tab

The kilns tab is where kiln lumber placed into the kiln is entered. It will take inventory from rough green and transfer it to rough dry.

Kiln Tab select

Adding a Charge

Select the day the change went in.

Kilns Tab search by day

Click the add charge button on the toolbar.

Kiln Add Charge

Select the Kiln and enter the charge number then press save

Kiln Add Charge Save

Select the Kiln and enter the charge number then press save

Kiln Tab Add number

To add a product to a change click the Add Product button on the toolbar

Kiln Tab Add Product

Select the product you want to add then click save.

![Kiln Tab Select Product](../../Images/DGSManager/Rough%20Inventory/Rough%20Inventory Entry/Kiln%20Tab%20Select%20Product.png)
If the product group has not got a kiln mapping you will be asked to create on now. The mapping is used to convert the rough green products to rough dry products. If the dialog appears select the out product group and press save.

Kiln Tab Product Group

Enter packages into the kiln.

Kiln Tab Enter Package

When all adjustments have been made press save on the toolbar. A confirmation dialog will appear showing the adjustments to inventory. If happy with them press save.

Planer In Tab

The planer tab is for saving and editing planer consumption by shift. You can only edit shifts in periods that are open.

Planar In Tab Select

Saving / Editing Shift

Select shift to be saved or edited.

![Planer In Tab Select Shift](../../Images/DGSManager/Rough%20Inventory/Rough%20Inventory Entry/Planer%20In%20Tab%20Select%20Shift.png)

If any product mappings are required a mapping dialog will pop up. Select the product to convert to and press save.
Yellow cells mean that a save is required. After the mapping is complete adjustments can be made at this time.

Planer In Tab Complete Adjustments

When ready to commit shift or adjustments press the save button.

Planer In Tab Save

A confirmation dialog will appear showing the adjustments to the inventory that will occur from saving the shift. If any adjustments have been made enter a comment as to why. Press the save button to subtract the shifts consumption.

![Planer In Tab Confirmation](../../Images/DGSManager/Rough%20Inventory/Rough%20Inventory Entry/Planer%20In%20Tab%20Confirmation.png)

Note:-(Shift are only available to save once the shift is completed. If there is no consumption to save contact support as there may have been a collection issue. )

Shipments Out Tab

The shipments out tab is for rough inventory that has been shipped to another location.

Shipment Out Select

Adding a Shipment

Select a day that Shipment has occurred.

Shipment Out Select Date

Select the inventory that has been shipped.

Shipment Out Select Inventory

Select the inventory that has been shipped.

Shipment Out Add Product

Select a product from the list and press the save button.

![Shipment Out Select Poduct](../../Images/DGSManager/Rough%20Inventory/Rough%20Inventory Entry/Shipment%20Out%20Select%20Poduct.png)

All inventory is stored as packages. Pick the cell to be adjusted and type the new package count for that length. Yellow is unsaved adjustments

Shipment Out Package

When ready to commit the shipments or adjustments press the save button.
Shipments will determent the inventory. Add a comment the press the save button.

Shipment Out Confirm Adjustment

Transfers In Tab

The transfers in the tab are for rough inventory that has been received from another location.

Transfers In Tab Select

Adding a Shipment

Select the date that Shipment was received.

Transfer In Select Shift

Select the inventory that has been received.

Transfer In Tab Select Inventory

To add a product click the add product button from the toolbar.

Transfer In Tab Add Product

Select a product from the list and press the save button.

Transfer In Tab Select Product

Select a product from the list and press the save button.

Transfer In Tab Complete Adjustment

When ready to commit the transfer or adjustments press the save button

Transfer In Tab Save

Transfers will increment the inventory. Add a comment the press the save button.

Transfer In Tab Confirmation

Inventory Transactions Tab

Allows for viewing all transactions that have affected inventory over a selected date range. Select your date range then press update. Apply any required filters. View all transactions that within the date range and filter.

![Inventory Transaction Tab](../../Images/DGSManager/Rough%20Inventory/Rough%20Inventory Entry/Inventory%20Transaction%20Tab.png)