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Inventory Overview - All Users

See your inventory status, volume and more

Inventory Overview

Aliquot allows you to track and order inventory. The Inventory feature allows users to capture and configure projected product usage rates and reorder alerts to improve workflow.

Accessing Inventory

  1. Log into Aliquot: Open the Aliquot Software Application.

  2. Navigate to Inventory Go to the Inventory Section.

  3. Select what corresponding section you need.

    • Product List: Displays all products added to your organization.

    • System Inventory: Shows the inventory for selected system.

    • Inventory Reorder List: Reorder and track previous orders.

    • System Meters: Measures usage at a site.

    • Inventory Summary: Summary report of your inventory

    • Meter Summary: Summary of all your meters


Product List

  • From the Product List, you can search by product name

  • Filter active and in-active products

  • Delete products

  • Edit Products

    • Change product details

    • Upload/update Safety Data Sheets (SDS) or Product Data Sheets (PDS)

  • And add new SKUs by hitting Create Product

Information you'll need ahead of time if you choose to add to the master product list:

  • SKU

  • Product Name

  • Description

  • Package

  • Counted as

  • Unit of Measurement


System Inventory

  • Lists out the SKU number and the Product name.

  • It's physical Location on site.

  • Counted As (i.e., volume, weight)

  • Maximum amount to have on hand, the Minimum amount to have on hand, and how much is actually On Hand.

  • Viewing attached SDS or PDS files for the selected product.

  • You can delete the inventory or edit the inventory products and details using the icons on the right.

Review System Inventory - All Users for in-depth explanation.


Inventory Reorder List

  • Shows product names at a designated location on site when filtered.

  • PO Numbers and Request Dates are found here.


System Meters

  • Where you can edit and create Meters.

  • Lists out Meters used by Location, including the Max Daily Total and units of measurement.

Review Configuring System Meters for Inventory - Admin for an in-depth explanation.

Review Utilizing System Meters for Inventory - Field Rep for an in-depth explanation.


Inventory Summary

  • Allows you to generate a report showing Usage Trends and Usage by month for the past year.

  • Requires populating the hierarchy down to the system level.


Meter Summary

  • Allows you to generate a report showing Usage Trends and Usage by month for the past year.

  • Requires populating the hierarchy down to the system level.


Summary

Aliquot provides reports on current inventory levels and usage of different items. Automatic alerts can be set up to notify specific users when it's time to reorder or when levels are getting critically low.

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