Understanding Inventory Prep

The Inventory Prep stage is designed to help you prepare the inventory needed for a particular project. Inventory Prep allows you to quickly decide if items need to be pulled from inventory or if you need to place an order for those items. 

Inventory Prep can be accomplished one of two ways:

1. From the Inventory Prep tab on the Project Page
   • This will show you ONLY the current project’s Inventory Prep
2. From the “Inventory Prep Overview” page.
   • This will show you All projects’ Inventory Prep

To process the Inventory Prep from the Project Page:

1. Navigate to the Project page
2. Select the “Inventory Prep” tab in the Pipeline (about halfway down the page).
   • NOTE: You must be in, or beyond, the “Inventory Prep” stage in order to click on it. 
3. Click on the “Pending” tab.
4. You should now see any feature items with a Type of “NEW” (anything with the Type: “EXISTING” will NOT show up in Inventory Prep).
5. Based on the “Quantity” needed, and the Current Stock Level, the User should be able to make a decision whether to “Pull From Inventory”, “Place on Order”, or “Split”. “Splitting” an item will allow you to pull some of the needed quantity from inventory, and order the rest. 
6. To Pull from Inventory, Click the green “Pull from Inventory” button, .
   • This will put this feature item on a list to be pulled from inventory. 
   • To access this list, click on the Inventory Tab (above the list). 
   • Here, you can see all of the feature items that need to be pulled from inventory (NOTE: if you are in the Project page, you will only see the items from this project. If you are in the Global Inventory Prep page, you will see all items from all projects.) 
   • Once an item has been pulled from inventory, the user should click the green “checked in” button for that feature, . 
7. To Place on Order, Click the green “Place on Order” button, .
   • This will put this feature item on a list of orders to be made. 
   • To access this list, Navigate to the “Inventory Prep Overview” from the Navigation bar, and then click the “Orders” tab on the top of the page. 
   • Here, you can see all of the feature items that need to be Ordered. You can filter or sort by Item, Client, Source, or Status.
   • When an item is added to this list, it is given the status “To Be Ordered”.
   • When you actually place the order with your vendor, you will want to click the “Mark as Ordered” button, .
   • Whe  you click “Mark as Ordered”, a pop up window will appear that shows you all of the other feature items of the same kind that also have a status of Need To Order.
   • Here you can select which items to order now.
     1. For example if you have 3 feature items that all have Warm White C9 (quantity: 100, 250, 150) then you can select all three of these feature items, and Tinsel will tell you how many you need to order. If you need to order more than what is listed here, you can just add to the total quantity. When you check these items in later, you can add the extras to your inventory. 
   • In this pop up window you can also enter the source (or vendor) where you are ordering from. This will auto populate based on what you entered when you created your inventory, but can be changed here in case your main vendor is out of stock. 
   • When the order arrives to your facility, and you have placed it wherever it needs to go for the project it is assigned to, you will want to click the “Checked In” button, .
8. Once all of your feature items have a status of “Checked In” Tinsel will automatically move the project to the next stage (Installation).