Inventory Menu

The KDManage Inventory Menu provides tools that can be used to manage inventory items and where they are stored including performing a stocktake or adding/removing items. The tools available in the Inventory are listed below:

• Storage locations;
• Items; and
• Inventory Management.

The items are listed in order of dependency.

Storage Locations

Storage locations are the elements of the Inventory which can be created to organise where various entities are stored for trials and nurseries. This will most commonly be used for grain storage, however, this is not a limitation. See the image and table below for an example and information on the fields for each storage location:

Storage Locations (select to zoom)

Storage Location Fields

Field	Mandatory	Description
Storage Barcode		A barcode to identify the storage location.
Storage Location	Mandatory	A name to identify the storage location.
Storage Parent ID		The ID of the parent of the storage location (e.g. North Pole Building 1 can be the parent of North Pole Building 1 | Room A).
Storage Details		A detailed storage description. This is flexible as it can be a text description
Storage Note		Extra notes, comments, or extra details about the storage locations.

Filtering Storage Locations

Each storage location may have a single parent which creates a hierarchical structure that can be explored by viewing the children of a single parent location. The following image shows some storage locations, filtered to display parent locations. Select the Show All Storage Locations Button/Show Only Parent Storage Locations Button to switch this filtered view off/on.

Filtered Storage Locations (select to zoom)

Adding a Storage Location

Both parent and child storage locations can be added to the Inventory. Follow the steps below to add a new storage location:

Adding a Storage Location (select to zoom)

Step	Action
1.	Expand Inventory in the main left-hand menu, then select Storage Locations which will display a window as in the above illustration.
2.	Select the Add Storage Location Button. This will display the Add Storage Location Window (as seen in the above image).
3.	Complete the mandatory Storage Location field. Note: All fields can be updated later if required. See the following ‘Update Storage Location’ illustration which is similar to the Add window.
4.	Select the Add button to create the storage location.

Tip

Selecting Update Storage location for a storage item will open the Update Storage Location Window which is identical to the Add Storage Location Window except the purpose is to update an existing storage location rather than create a new one.

Viewing Storage Trees

A storage tree shows the relationship between a parent storage location and its children. Select the Show children storage in the Action Column of a storage location to view its storage tree in a Storage Tree Window (as seen in the image below). The following example illustrates an expanded view showing all the children storage locations of the selected parent storage location.

Storage Tree (select to zoom)

From the example above selecting the, Info Button adjacent to the location will display an Update Storage Location Window which facilitates easier viewing and updating of storage locations.

Updating a Storage Location from a Storage Tree (select to zoom)

Items

Items are the elements of the Inventory that represent the various stock and samples that can be used in future experiments or for post-experiment operations and analysis.

Each item is generally associated with a specimen, which may or may not be used in a trial. This reflects how different samples can be extracted or harvested from the specimens that are used in experiments.

This table describes the fields for an Item:

Item Fields

Field	Mandatory	Description
Unit		The unit of the item if it is known (refer to the Units topic).
Trial Unit Specimen ID		The ID of the trial unit specimen that the item was harvested from.
Item Source ID		ID of the contact (who is the external source).
Container Type		The container type for item.
Specimen ID	Mandatory	The specimen that the item is from.
Scale		The device used to take measurement.
Storage		The storage location where the item is stored.
Item Type	Mandatory	The item type (e.g. seed).
Item State		A description of the state of the item (e.g. damaged, thrown away, active, etc.)
Item Barcode		The barcode on the item container.
Amount		The amount of the item in container.
Date Added	Mandatory	The date and time that the item was added.
Added by User	Mandatory	The user who added the item.
Last Measured Date		The date and time that the item was last updated.
Last Measured User		The user who last updated the item.
Item Operation		If item is derived from other items by taking sample or grouping (mixing) it can be defined here.
Item Note		Comments for the item.

Adding a New Item

New items can be created and added to the Inventory by performing the following steps:

Adding a New Item (select to zoom)

Adding a New Item

Step	Action
1.	From the Items Page in the Inventory, select the Add Item Button. This will display the Add Item Window.
2.	Fill out all necessary fields in the Add Item Window. The below list provides some more information on how to add data for the different fields: The Specimen ID and Item Type fields are mandatory. Whilst Trial Unit Specimen ID is not a mandatory field, if used, the Specimen ID must match the Specimen ID of the Trial Unit Specimen. All fields can also be updated later if required. Some fields have a List Button which allows the user to choose pre-existing elements from the database to be added in the item information with the Grab Button. The Add Button allows users to add elements for some fields so that they can be used for the item. The Storage Location has the Storage Tree Button so that an existing storage location can be chosen for the item. If required, add an Item Log Type to add an “Addition” Item log for a newly created item.
3.	Select the Add Button to create the item.

It is often impractical to add items individually. A more practical method is to import items from a CSV which is described in the Importing an Existing Item section.

Tip

Selecting the Update Item for a storage item will open the Update Item Window which is identical to the Add Item Window except the purpose is to update an existing item rather than create a new one.

Importing an Existing Item

Importing items allows a large number of items from a CSV to be added in bulk. These items are usually sourced from a harvest method.

Item CSV Preparation

An Item CSV file must be prepared correctly to ensure a seamless import. This means ensuring the correct:

• Types;
• Device Registrations;
• Units; and
• Storage Locations.

The following types can be used:

• Item type (mandatory);
• Item state type (optional); and
• Item container type (optional).

If a barcode configuration (refer to the Barcode Configurations topic), has been created for items and the barcode column is not given, then barcodes will be automatically generated for new items.

Use the IDs in columns of the CSV. When importing a CSV, the first row will not be added as KDManage will assume these are the headings of each column.

You may name these columns to the correct fields, to which the Import tool will automatically assign the columns to the correct fields.

The full column names that can be used are:

• UNITID;
• TRIALUNITSPECIMENID;
• ITEMSOURCE;
• CONTAINERTYPEID;
• SPECIMENID;
• SCALEID;
• STORAGEID;
• ITEMTYPEID;
• ITEMSTATEID;
• ITEMBARCODE;
• AMOUNT;
• DATEADDED;
• ADDEDBYUSERID; and
• ITEMNOTE.

A single erroneous row will stop the process.

The following example shows a small item input CSV file.

Example Item CSV Import File (select to zoom)

Note

IDs of entities are used in the columns of the CSV.

Steps for Importing an Existing Item CSV

If an item CSV has been prepared and you are ready to import the items then see the images and steps below for information on how to do that:

Importing Items (select to zoom)

Import CSV

Step	Action
1.	From the Items Tool in the Inventory Menu, select the Import Items Button to display the Import Items Window (as seen in the image above).
2.	Select the Choose File Button to open a window to select a file from your local machine. The columns will be automatically mapped to fields if the uploaded CSV has the headings specified in the Item CSV Preparation section. If not, you must specify the column name for each field. Leave a field empty if it is not required to be uploaded, but all mandatory fields must be included.
3.	If required, add a new item log type with the Add Button, or select an existing one from the dropdown menu to create a new item log for all newly created items. Only items with unique barcodes will have an item log created.
4.	Select the Import Button to finalise the import of the items file. The items will now be listed in the Items Tool.

Inventory Management

Inventory Management is a tool which provides management options for the Inventory. Some of these options include bulk stocktake, split, merge, and other operations. The image below shows Inventory Management with the Inventory Management Panel (currently on the Storage Tab) where items can be searched for by their storage location. The Barcode Tab provides a search tool for searching items by their barcodes. Below the Item Management Panel is the Items Panel which contains the items listed according to selections in the Storage Tab or Barcode Tab.

Inventory Management (select to zoom)

Storage locations and items can be added by selecting the Add Storage and Add Item Buttons. Items can also be imported by selecting the Import Items Button. These three actions are all outlined in the above sections (Adding a Storage Location, Adding a New Item, and Importing an Existing Item) as they are identical to the actions available in the Storage Location Tool and the Items Tool.

Other actions available in Inventory Management are listed in the sections below.

Importing Items In Inventory Management

Importing Items in the Inventory management differs from the method earlier as allows for more user friendly data entry. Instead of users requiring to use KDDart Database Ids, these methods allow for named references.

Item CSV Preparation for Inventory Management

An Item CSV file must be prepared correctly to ensure a seamless import. This means ensuring the correct:

• Types;
• Units; and
• Storage Locations.

If users wish to link items to specific Specimens in a Trial, then Trial Unit Barcodes should be used (Adding Trial Unit Layouts).

Specimen names can be used in imports but must already exisit in the database (Specimen).

Item Import with Specimen Names

Item Import with Trial Unit Barcodes

The following types can be used: - Item type (mandatory); - Item state type (optional);

If a barcode configuration (refer to the Barcode Configurations topic), has been created for items and the barcode column is not given, then barcodes will be automatically generated for new items.

The following image shows file import dialog boxes for Specimen Item Imports and Trial Unit Item Imports

A single erroneous row will stop the process.

The following example shows a small item input CSV file.

Example Item CSV Import File for Inventory Management (select to zoom)

Filtering Items

Any selections from the Inventory Management Panel can be filtered in the Items Panel.

Filtering Inventory Items (select to zoom)

Filtering Inventory Items

Step	Action
1.	Select the Filter Button from the Items Panel to display filtering options.
2.	Enter one or more filter parameters such as an item type, item ID, or trial name.
3.	Select the green Filter Button to complete the filter. All relevant items will be shown in the list below.
4.	More filter parameters can be applied by repeating steps 2-3 and results can be cleared by selecting the Reset Button.

Conducting a Stocktake

After choosing a set of items, users may click on the (Stocktake) to begin a bulk stocktake. This allows users to update amounts and item states in bulk.

After making updates, users may choose the Item Log Type to track changes in each Item’s log.

Conducting a Stocktake (select to zoom)

Conducting a Stocktake

Step	Action
1.	When items have been listed, select the Stocktake Button () from the Items Panel.
2.	Choose an item log from the Item Log Dropdown Menu at .
3.	For each item, select an item state from the Item State Column at .
4.	If required, edit the amount for each item from the Amount Column at .
5.	When all items have been updated, select the Update Items in Storage Button (at ) to finalise the stocktake.

Updating an Item

Individual items can be updated by selecting the Update Button within the Action Column. This will display the Update Item Window as seen in the image below where any details can be updated.

Updating an Item (select to zoom)

Show Logs

If any item has an associated log, it can be accessed by selecting the Show Logs Button which is located in the Action Column of the Items Panel.

Showing Item Logs (select to zoom)

Splitting an Item

Single items can be split to create multiple new items. An example of this might be if a seed bag is split into two bags.

Splitting an Item (select to zoom)

Splitting an Item

Step	Action
1.	When items have been listed, choose an item to be split and select the Bulk Split Button. This will open the Split Window where splitting options can be selected (see the table below for more information).
2.	Enter a barcode for the new item (if required). There is a link for the Barcode Configuration Page which enables users to generate barcodes automatically. Continue with the other parameters for the new item which are a storage location ID, note (if required), and weight. Adjust the unit from the dropdown menu if required.
3.	More than one new items can be created at the same time. If you want to split into more than one item, select the Add Another Split Button which will create a new row for a new item. Continue by creating as many items as required.
4.	As you split the existing into more items, watch the Remaining Amount Field which shows the amount of the existing item remaining.
5.	Choose an item log option from the Choose Item Log Dropdown Menu if required.
6.	Select the Split Item Button to confirm the item split and the creation of new items.

The two tables below contain information about the fields contained in the Split Item Window. The first table (the fields in in the image) are for newly created items from an item split, and the second table outlines the fields for updating the existing item that is being split.

Splitting an Item - New and Existing Item Fields (select to zoom)

Newly Split Items

Field	Mandatory	Description
Item Barcode		A barcode to identify the item.
Storage Location		A name to identify the storage location.
Storage Location (use IDs)		The ID of the storage location that new item will be stored in.
Note		Note attached to the item.
Amount	Mandatory	New amount. The total split amount cannot exceed original item amount.
Unit		Unit of the new item (such as grams). By default, this will the original item unit.

Existing Item

Field	Mandatory	Description
Item Amount		The amount of the original item that is remaining after splitting.
Remaining Amount		The remaining amount of the original item calculated from the rows above. The remaining amount cannot be below 0.
Barcode Checkbox		If a barcode configuration has been specified, new items will have their barcode generated. If a row has a barcode filled in manually, the manual barcode will overwrite the automatically generated barcode.
Item Log		The item log type that will be added to the log of new items and original item.

Note

Item splitting is a two-step process. Firstly, the new items will be created. Secondly, the original item will be updated if the new items are successfully added. This means if there is a connection interruption to DAL, the original item amount update may fail and the user will need to manually update the original item.

Merging Items

Items of the same specimen and item type can be merged to create a new item with a specified amount. See the images and tables below for instructions and more information:

Merge Items Panel (select to zoom)

Merging Items (1/2)

Step	Action
1.	When items have been listed, choose an item to be split and select the Bulk Split Button. This will display the item ID in the Merge Items Panel as seen in the image above.
2.	Enter the item ID of any additional items in the Merge Items Panel and separate each ID with a comma.
3.	Select the Merge Items Button to display the Merge Items Window as seen in the image below.

Merge Items Window (select to zoom)

Merging Items (2/2)

Step	Action
1.	All items selected to be merged will be listed in the Merge Item Rows (as seen in the image above). From the Take Column, enter an amount from each item that will be taken to merge into a new item. In the example above, 100 grams of seeds have been taken from 4720 and 200 grams have been taken from 4719.
2.	The fields below the Merge Item Rows present options for the creation of the new item that will result from the item merge. A new specimen ID will be automatically created but it can be overwritten to create a new one if need be. Continue to fill in other details as required.
3.	Select the Merge Items Button to complete the item merge. The newly merged item will now be available in Inventory.

Merge Items Window - New and Existing Item Fields (select to zoom)

The two tables below contain information about the fields contained in the Merge Items Window. The first table (the fields in in the image) are for items to be merge, and the second table outlines the fields for creating a new item from the merge.

Existing Items

Field	Mandatory	Description
Take		The numerical amount that is to be taken from an item and put into a newly merged item.
Storage Location		A name to identify the storage location.
Leftover		The numerical amount that is leftover after a merge.

Newly Merged Item

Field	Mandatory	Description
Specimen ID	Mandatory	Specimen Id of the new item. Normally taken from the merged items. This can be changed but is not recommended.
New Item Amount		The given amount for the new item. This is calculated by the taken amounts above but can be overwritten manually.
New Barcode		The new barcode of the new item.
Storage Location Id		Storage location ID of the new item. Normally in the same storage of the first item in the merge list but can be overwritten manually.
Unit		Unit of the new item.
Item Type	Mandatory	The item type of the new item. This will normally be the same item type as the merged items but can be overwritten manually.
Item Log Type		The item log type that will be added to the log of existing items and new item.