How to Update Stock from the Inventory List

You can perform Stock Operations either from the master Parts list or directly from the Inventory list.
Using the Inventory list is faster and safer, because UniCMMS already knows the exact facility and bin.

Why Use the Inventory List?

When you start from the Parts list, users must:

• Manually choose the part, and
• Manually pick the warehouse / bin from a dropdown.

Selecting the wrong bin can corrupt physical stock counts.

From the Inventory list, each row is already tied to:

• A specific Part, and
• A specific Stock Location.

UniCMMS pre‑fills and locks these fields for you.

tip: Use Inventory list for on‑the‑floor work When a technician is standing in front of a bin, they should always launch Stock Operations from that exact inventory row.

Step 1 – Open the Inventory List

1. From the main menu, go to Parts & Supplies → Inventory.
2. Locate the stock row you want to update (e.g. the bin you are currently at).

Step 2 – Open the Operations Menu

1. In that row, click the More (⋯) icon on the right.
2. Hover over Stock Operations to see the available options.

Step 3 – Complete the Pre‑Filled Form

Select the appropriate operation. The form will be pre‑filled with:

• Part – exact part from this inventory record.
• Stock Location – exact bin/location for this record.

You only need to complete the remaining fields:

A. Consume (Take parts)

• Use case: Deducting stock for an immediate repair.
• Fields: Quantity (required), Note (optional).

B. Undo Consume (Put parts back)

• Use case: Returning unused parts to the shelf.
• Fields: Quantity (required), Note (optional).

C. Receive Items (Add new deliveries)

• Use case: Logging a new shipment into this specific bin.
• Fields: Quantity, Receipt Number, Unit Price HT, Note.
• Location fields like Aisle / Row / Bin may be hidden because the system already knows them.

D. Return to Vendor (Send parts back)

• Use case: Shipping defective or incorrect items back to the supplier.
• Fields: Quantity, Receipt Number, Note.

Step 4 – Submit and Verify

1. Click Submit.
2. The system immediately updates the inventory record so the entire team sees live, accurate stock for that specific bin.