Using offline inventory to track samples/waste


P

Portions

Is there a way to use offline inventory to track samples that are provided to
us and waste that we are not going to have replaced by the supplier?
I have tried using offline inventory and have created reason codes but what
do I do with the items once they have been moved offline? All I seem to be
able to do with them once they are there is print a purchase invoice or
something. I would like to have a list of these offline items that I can
export to a spreadsheet every now and then to track waste and used samples...
most likely monthly. Any advice on this situation? Is there another way to
track this or am I trying to do something that offline inventory wasnt
designed for?

Thank you,
 
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C

convoluted

In the offline inventory view you have buttons to add items to offline, send
items in offline back to your main inventory and transfer out from offline
(on this last option your items get removed from the offline inventory and
"thrown out" via a standard transfer out)

If you're not charged for the samples there is no reason to track them at
all in RMS (unless you need to or are required to track these samples) - if
the latter is the case you can create the sample SKU in the item list with a
price of zero and a cost of zero, receive them as you normally would - when
you give them away on a sale simply list them on the sales transaction - no
real need to send them to offline; the offline inventory is primarily to
temporarily track items that you don't want to track in your main inventory

There is an offline inventory list you can print and export to say excel in
reports - items in SO manager.
 
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P

Portions

Thank you for the reply.

That was exactly the explanation I need that I wasn't getting in the help
file.
 

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