EZAgent Help: Inventory Management

Inventory Management

The Inventory Management section allows you to:
Search for an inventory item View inventory details of an inventory item Add inventory items to a PickList for shipping (If user access level allows) View and update inventory items in PickList and remove items from PickList Complete shipping information (If user access level allows) Add new inventory (Administrators Only)

To Search for a Inventory Item
1st - Select an account 2nd (optional) - Select a Virtual Stocking Location (VSL) to limit your search to a specified VSL 3rd - Enter a partial or complete part number 4th - Click on the "Search" button
Account:	VSL:	(Optional)	Part Number:

-Your Search Results Will Appear on the Same Page-

Part #	Serial #	Description	QOH	VSL
12345	ABC54321	COLOR INKJET PRINTER	23	ABQ Main Depot
67890	XYZ54321	THERMAL FAX	708	PHX Main Depot

Once your search results appear showing a list of inventory items, simply click on the part number to see the inventory details.

Inventory Item Details
From here you can: View all stored information about an inventory item Enter the quantity for your shipment and add the inventory item to your PickList Update inventory item's description, re-order point, minimum quantity allowed, maximum quantity allowed, weight, length, depth, height, and value. (Administrators Only) An example of inventory details:

Warehouse:

ABQ ABQ Main Depot

Company Code:

ABC ABC Inc.

Weight:

Part Number:

12345

Length:

Serial Number:

ABC321

Depth:

Description:

Height:

Bin Location:

BB45

Value:

Quantity:

23
On Hand	Ordr Pt	Min	Max

Qty:

View PickList
From here you can: View all inventory items in your PickList Update the quantity to be shipped for an inventory item in your PickList Remove an inventory item from your PickList An example of a PickList with multiple inventory items:


ABC Inc.
-ABQ Main Depot-
Part Number	Description	Value	Quantity
12345	Color Ink Jet Printer	$225.00	2	Remove \| Update
12346	Ink Jet Printer Cartridge	$20.00	2	Remove \| Update
-PHX Main Depot-
54321	Desk Fan	$45.00	3	Remove \| Update

Shipping Information
The shipping section is a 5 step process that allows you to complete all necessary shipping information and submit the request to HSS Logistics. Shipments will be automatically divided into multiple shipments if you have inventory items in your PickList that are coming from multiple locations (as in the example above). However, you will not be required to input your shipping information more than once. All information you enter will be saved and automatically re-appear in the forms with each shipment until you log out. Most fields in the shipping section will automatically format your data for you once you move to the next field on the form. For example: john smith will automatically change to John Smith 5055551212 will automatically change to (505) 555-1212 in a phone number field 5 will automatically change to 05:00 in a time field The current date will appear when entering / in a date field nm will automatically change to NM in a state field The 5 steps to requesting a shipment:

Ship A Package - Step 1 of 5
Simply fill in the information below and click next.

Parts for this Shipment
Part #	Description	Qty	Account	VSL
12345	Color Ink Jet Printer	2	ABC	ABQ Main Depot
12346	Ink Jet Printer Cartridge	2	ABC	ABQ Main Depot

Your Information
* Required Field

* Full Name:

* Phone Number:

Email Address:

* Billing Account:

Ship A Package - Step 2 of 5

Reference Numbers

1)
2)

Shipping Type

Shipment Type:
Service Level:
No of Pieces:
Total Weight:
Description:

A HSS Logistics location code may be entered instead of the address information for the pick-up address and/or the delivery address.

Ship A Package - Step 3 of 5 Pick Up Date/Time & Address
					pm
**	Ready Date:	(Enter / for current date)	**Time:
	Locn Code :	(optional)
*	Name :
*	Address :			*State:	*Zip Code:
*	City:
*	Attn:
*	Phone #:
** Required Field \| * Required field when location code is not present

Delivery Date/Time & Address

					pm
**	Deliver Date:	(Enter / for current date)	**Time:
	Locn Code :	(optional)
*	Name :
*	Address :			*State:	*Zip Code:
*	City:
*	Attn:
*	Phone #:
** Required Field \| * Required field when location code is not present

Special Instructions

Ship A Package - Step 4 of 5

Shipping Summary

Your Information
Full Name:	John Smith
Phone Number:	(505) 555-1212
Email Address:	jsmith@abc.com
Billing Account:	645434
Reference 1:	72596
Reference 2:	43512-17

Shipping Type
Shipment Type:	Warehouse
Service Level:	Same Day
No of Pieces:	4
Total Weight:	8
Description:	Printers and cartridges

Pick Up Address
Ready Date:	11/21/2002
Time:	09:00 AM
Locn Code:	1W5
Name:	ABC Inc.
Address:	1212 W. 51 St.
City:	Albuquerque
State:	NM>
Zip:	87109
Attn:	John Smith
Phone:	(505) 555-1212

Delivery Address
Deliver Date:	11/21/2002
Time:	04:00 PM
Locn Code:	9E2
Name:	XYZ Inc.
Address:	9015 E. 21st St.
City:	albuquerque
State:	NM
Zip:	87109
Attn:	Mary Johnson
Phone:	(505) 555-4321

Special Instructions
*Pick Up Instructions:* Go to door #7. *Delivery Instructions:* Leave with receptionist *Other Instructions:*





By clicking "Ship Package!" You agree to the terms and conditions of HSS Logistics delivery service. Your Account or Credit Card will be billed for the shipping amount.

Ship A Package - Step 5 of 5

Shipping Order Complete!

Print this screen for your records!
Please call 1-800-242-9408 if you have any questions concerning your delivery.

THANK YOU FOR YOUR BUSINESS!