# Inventory Actions

### **Access Inventory Item Details**

The **Actions button** (the three vertical dots in the “Actions” column of each inventory row) provides quick access to essential inventory operations and detailed information for every inventory item.

#### How to Use

1. **Locate** the desired inventory row in the Inventory table.
2. **Click** the three dots (…) under the Actions column.
3. **Select** the action you wish to perform (Split, Move, Adjust, Print).
4. **Follow** the prompts or complete the necessary fields to execute the action.

<figure><img src="/files/DH8gWn13m7EGK3DsFKQt" alt=""><figcaption><p>The <strong>Actions button</strong> (the three vertical dots in the “Actions” column of each inventory row)</p></figcaption></figure>

### What You Can See

Clicking the Actions button opens a panel displaying key details for the selected inventory item, including:

* **Part Number**
* **Revision**
* **Inventory ID**
* **Inventory Status** (e.g., Available, On Order, Kitted)
* **Quantity**
* **Current Location**
* **PO Number** (if item was purchased)
* **Run Number** (if item was internally built)

This information gives you a snapshot of the inventory item’s current state and traceability.

### What You Can Do

Within this panel, you have access to several critical inventory management actions:<br>
1. **Split Inventory**  
   1. Divide an inventory lot into smaller quantities.
   2. Assign split quantities to different locations as needed.
   3. Useful for distributing stock across work centers or kitting jobs.<br>
2. **Move Inventory**  
   1. Change the storage location of an inventory item.
   2. Supports physical moves between bins, stockrooms, or work centers.<br>
3. **Adjust Inventory**  
   1. Update the recorded quantity to match physical stock.
   2. Use for correcting count errors, scrap events, or reconciliation activities.
   3. **When adjusting inventory, the workflow will allow you to capture the rationale or reason for the adjustment as a comment tied to the inventory item.** *This can include notes such as “cycle count discrepancy,” “scrap,” or “found extra stock,” providing a clear audit trail and supporting compliance requirements.*<br>
4. **Print Label**  
   1. Generate and print a barcode label for the inventory item.
   2. Useful for tagging items during receiving, kitting, or transfer processes.

## A Guided Walkthrough: Splitting Inventory

This procedure explains how to split inventory items in the inventory table. Common use cases include cycle counts and partial inventory moves—for example, when R\&D quickly pulls 20 washers from a lot of 300 for an untracked prototype build.

### **Step 1: Access Inventory Item**

* Navigate to the inventory table page.
* Click on a specific inventory item that has a quantity greater than 1.

### **Step 2: Select Split Action** [0:29](https://loom.com/share/9f6c4cf548b44937933f433a7735fd56?t=29)

* Locate the actions menu on the left side of the screen.
* Click on the 'Split' action.

### **Step 3: Choose Split Type** [0:37](https://loom.com/share/9f6c4cf548b44937933f433a7735fd56?t=37)

* Decide whether to make an even split or a custom split.
* For an even split, select the number of lines you want to split into.
* For a custom split, enter the specific quantity you wish to split.

### **Step 4: Check Inventory Allocation** [0:57](https://loom.com/share/9f6c4cf548b44937933f433a7735fd56?t=57)

* Ensure that the total quantity you want to split does not exceed the available inventory.
* If there is a shortfall, fulfill the required quantity before proceeding.

### **Step 5: Update Locations (if necessary)** [1:19](https://loom.com/share/9f6c4cf548b44937933f433a7735fd56?t=79)

* If you need to change the locations of the split inventory, adjust the location settings accordingly.

### **Step 6: Execute Split** [1:36](https://loom.com/share/9f6c4cf548b44937933f433a7735fd56?t=96)

* Click on the 'Split Inventory' button to execute the split.

### **Step 7: Confirm Split Success** [1:50](https://loom.com/share/9f6c4cf548b44937933f433a7735fd56?t=110)

* Look for a successful split notification.
* Verify the updated inventory quantities to ensure they reflect the split.

#### Cautionary Notes

* Ensure that the total quantity being split does not exceed the available inventory to avoid errors.
* Double-check location changes to prevent misallocation of inventory.

#### Link to Loom

<https://loom.com/share/9f6c4cf548b44937933f433a7735fd56>