Inventories (mobile)

An inventory helps you verify that the items registered to a location are actually there — and catch anything that's missing or misplaced.

This guide walks you through creating a new inventory on the mobile app, adding items to it, and ending it — using the mobile app without an RFID scanner.

Topics:

  1. Preview of the feature
  2. Create new inventory
  3. Adding items to the inventory
  4. Ending the inventory

Preview

Create New Inventory

  1. Open Menu - Inventories
  2. Click '+' to create a new inventory.
  3. Select the location from the list.
    1. Open the exact location. By selecting parent location, Trail will only list items location to it - not any of it's sublocations' items.
  4. The inventory view opens, showing a list of all the items that should be found at the location.

Adding Items to the Inventory

  1. Start scanning the labels:
    1. Click the blue QR code icon and scan each item's Trail label, or
    2. Click 'Add' next to the item to mark it as found manually.
  2. Once an item is scanned, it moves to the Found section.
  3. If an item is found but belongs to a different location, it moves to the Misplaced section instead.

Ending the Inventory

  1. Finish scanning the items
  2. Click End Inventory

When the inventory ends, location data updates as follows:

    1. Found - Item remains at that location.
    2. Missing - Item remains at that location, but its' location history will not be updated
    3. Misplaced - Item's location is updated to the inventoried location