The Warehouse module in the mobile app offers comprehensive tools for managing Material Items within any selected warehouse. Whether you need to search, add, or update Material Items, this feature enables you to work efficiently on the go. It also allows you to return “sent to site” Material Items back to inventory and provides seamless access to Shipment Packages for streamlined logistics management.

Accessing Material Items

1. Open the mobile app and go to the Warehouse module.
2. Select the warehouse you want to review or manage.
3. Tap Material Items from the menu to view the list of Material Items linked to that warehouse.

Navigating the Material Items list

To find a specific Material Item (MI) quickly:

• Use the search bar to filter by area, material name, or item number.
• For even faster results, use the Scanning feature:
  • Tap the Scan ⛶ icon.
  • Point your device’s camera at the barcode of the Material Item.
  • The scanned information will automatically populate the filter fields, instantly narrowing down your search results.

Tapping on any Material Item will open detailed information, including the associated Vendor and relevant Build Plan assignments, giving you full visibility into each item.

Adding a New Material Item

You can quickly add new Material Items directly from the Material Items screen:

1. Tap the + icon at the top-right corner.
2. Fill out the New Material Item form with the following details:
   • Material: Choose the material, typically identified as Customer Provided Equipment (CPE) or requiring a serial number (SN). This filed may be pre-filled with the current material.
   • Vendor: Select the supplier or manufacturer. This list includes only vendors with a specified price in the Material card.
   • Area: Specify the area where the Material Item will be located. This field is may be pre-filled with the current area. To assign a different area, clear this field and select another.
   • SN (Serial Number): Enter the unique serial number of the Material Item.
   • Build Plan (optional): Assign the Material Item to a specific Build Plan to simplify adding it to the Bill of Materials (BOM) for that plan.
   • Tag # (optional): Provide an additional unique identifier, if applicable.
   • Assembly # (optional): Use this to group associated Material Items, if relevant.
3. Once complete, tap Add Item to save the new Material Item.

Returning Material Items to Inventory

The Warehouse module also facilitates returning Material Items previously “sent to site” back to inventory. This process helps keep your stock accurate and up to date, ensuring full control of your materials. For detailed instructions, refer to the separate article.

Accessing Shipment Packages

For comprehensive warehouse logistics:

• Tap the box icon at the top-right corner to open the Shipment Packages screen.
• This view shows filtered packages associated with the currently displayed Material Items.
• To see all shipment packages within the warehouse, clear any search filters by area or material.

Shipment Packages provide essential tracking and management capabilities for goods moving through your warehouse. For a detailed overview, please refer to the dedicated article on Shipment Packages.