EBMS Knowledge Base

Inventory

MyInventory and Scanner

MyInventory and Scanner Overview

Getting Started | Video Walkthrough | Features | Enhancements | Related Content

Getting Started

MyInventory is a convenient app that allows the user to access EBMS product information from a smart phone or other Android, Apple, or Windows device. This app allows the user to search for product information, pricing, stock levels, and availability as well as add new products.

This solution is ideal for an inventory manager or other staff to conveniently adjust product counts or information from the user's smart phone while reviewing product in various locations. MyInventory can be used in conjunction with a scanner to simpify inventory stock adjustments, view stock levels, or purchase product. Review MyInventory Scanner Overview for more details on the scanner option.

MyInventory

Hardware Requirements

The hardware device must be MyEBMS compatible computer, smart phone or tablet. MyInventory will operate on an iOS, Android, and Windows 10 device.
Establish a data network connection using wireless WIFI, cellular data, or local area network communication between the device and the EBMS data server.
Install MyEBMS and configure communication within EBMS Server Manager: Review [Main] Features > MyEBMS Apps for MyInventory setup instructions.

Setup

Review and identify users for the MyInventory app settings within EBMS by selecting Labor > Labor Options > Apps tab from the main EBMS menu. Review [Main] Features > MyEBMS Apps for instructions to install and configure MyInventory.

Launching MyInventory

Launch the MyEBMS app on your Android, IOS, or Windows phone or tablet and select MyInventory from the app list.

Product can be searched using either of the following methods:

Tap See All Product to select from a list of all inventory items.
Tap Search Products to search for product
Open an item and enable the pin icon to add to the Pinned Product list. Review instructions below for more details on the pin step.

Tap Create new Products to add a new inventory record in EBMS.

Tapto add a item to EBMS

Product Information

Tap the desired item to view or edit product information.

Tap Product or to edit general product information.

Review Product Catalog > Changing Product Information for more details on product information settings.
Tap $ Pricing to change product pricing

Review Product Pricing > Overview for information on markup, margin, base price, update cost from purchase option, and price level settings.
Tap Count to edit product counts

Review the Adjust Single section within Stock Management for information on adjusting counts.
Review Item Count > Unit of Measure > Overview for instructions on creating or configuring units of measure settings.
Review Tracking Counts > Item Count for more information on product counts.
Tap Purchasing to edit purchasing details

This page is useful to view the purchasing history and the associated vendors. Review Purchasing > Purchasing Tab for more details on this purchase information.

Pinning Product

Create a user defined list of inventory items by pinning products to the MyInventory homepage. The Pinned Products is found at the bottom of the MyInventory homepage. Return to home page to view or open a product from the pinned list.

Add an account to this homepage by opening the account and tapping the add pin icon . Tap the remove pin icon to remove the contact from the list.

Common use cases

Warehouse Management at Your Fingertips

Stock Management
Order Fulfillment
Receiving
Warehouse Transfers

Empower your warehouse team with the mobilty of inventory management tools from their phone, tablet, or scanner.

For Stock Management

Eliminate stock management paper trails with MyInventory. Easily manage counts directly from your phone, tablet, or mobile scanner. Navigate large warehouses with the ability to update counts right from the device. Create a seamless batch count and end-of-year inventory process by elminating dual entry.

Updates happen in the main system in real-time as the warehouse team works, so every team that relies on accurate inventory data (salespeople and office workers alike) can benefit.

For Order Fulfillment

Reduce inaccuracy during the picking process with MyInventory. The information your pickers need is available right in the app, meaning you can reduce dual entry mistakes. Mark items as shipped directly from the order. Scan in items to show that the order is being fulfilled.

Streamline the order fulfillment process by giving your pickers access to real-time data at their fingertips.

For Receiving

If you're receiving large shipments from trucks or out in the yard, access to your receiving computer is limited. MyInventory gives you the mobility to receive items from a distance. Scan received items into Purchase orders and ensure the UPCs match, reducing inaccuracies. Enter serial numbers and print labels for items received. Create back orders when you receive a partial shipment. Minimize paper trails, reducing dual entry and errors.

For Warehouse Transfers

Easily ship stock between warehouse locations. Order, Ship, and receive from the same screen and see updates on status in real-time. Keep your satellite warehouses connected to the main location and easily transfer inventory between the two.

Video Walkthrough

Features

Search, edit, and view product catalog
Review and adjust individual and batch counts
Handle stock processing such as shipping, receiving, and warehouse transfers
Assign location
Associate UPC codes
Print labels and reports
Scan products into orders
Search, edit, and view orders
Populate, process, and print orders
Integrate with a variety of scanner options
Use anywhere with a wireless connection
Set security permission controls for individual users