Click on the “Orders” module in the left side navigation to access the order dashboard. Once here, click on the “Create New Order” button on the right-hand side.

Once you are inside the order form area and have added information such as customer name, customer PO#, order date etc. the available parts should appear in the drop-down menu below the parts list. Once the part is added to your list the system will give you notification of how much of it is left and how many are needed.

If there are insufficient materials, a red exclamation mark will appear beside the quantity levels. When you hover over that icon inventory details of the part will appear so you can decide whether to resolve the issue or remove the part and use another one instead.

You can access batch numbers and records via the “Inspection” module. Individual inspections will be listed here and can be accessed for more details by clicking on them.

Once inside the inspection click on the “Batch Records” drop down menu. Note: Only items identified in the “Bill of Materials” for the product will show in batch records.

Here you can edit batch numbers and remove materials that are not used.

You can also activate new batches (and deactivate old batches) to ensure the material can be traced back to its origin easily.

You can add batch records but clicking on the prompt below the records already in use.

After logging into Isolocity. You are brought to the dashboard which gives you the overview of all processes in your system. You can access inventory levels by scrolling to the “Inventory Levels” chart. Here you can see usage and inventory levels over time. You can look at seasonal trends and forecast usage of raw material how much finished product they are selling at any given time of year.

Alternatively, you can also access inventory levels via the “Inventory Manager” which can be accessed by clicking on the “Inventory Manager” tab in the navigation. Here you can see and overview what is out of stock, how many are needed and what the reorder point is right on the first page.

For details on these numbers and any running history you can click on the individual items. Information such as what has happened with this part, raw material, or finished part in addition to what is out of stock and still available.

You can manage active and inactive parts and materials by accessing the “Part Manager” module via the left side menu. Then click on the item that you would like to edit the “Bill of Materials” for. You can search for a part via the search bar at the top. Note: For a part to show up in the “Bill of Materials” the part must be shown as “Active” in the “Part Manager”.

Once you’ve clicked on the item, you can scroll down to see the “Bill of Materials” drop down menu to find parts that you would like to add.

Access the “Shipments” sub-menu by clicking on the “Shipping & Receiving” label in the left side navigation. Click on the “Create New Shipment”.

Choose order, ship date, purchase order number, the part and how many of the product is shipped. You can choose parts via the drop-down menu below list of parts. A notification will show below the quantity selected to show how many of each part is still available. Click “Create Shipment” to confirm items to be removed from running inventory.

First click on the “Shipping & Receiving” module in the left side menu. Once the sub-menu is revealed click on “Receiving Inspections”. Then click on “Create New Receiving Inspection” to add parts to the inventory.

You can then fill out the details of the inventory to be added into the system and choose whether to activate the new batch number associated with parts going into production. There will be a reminder for you before closing to let you know that completing this inspection will recalculate inventory levels upon saving.