Idencia 101-12: Scenario 2-4: Create an Inventory Process (step by step)

Step by step instructions to create an inventory process

NOTE: This lesson plan is designed for use in our Tutorial system where hands-on exercises and datasets can be created without affecting your Production Idencia system.  If you viewing this lesson plan from within your production Idencia site, please contact your customer liaison for access to our Tutorial site for hands-on learning.

Login to Idencia

If you are already logged in to Idencia, skip to the Creating Processes section below.

1. Click the link below to open the Idencia Tutorial site in a new browser tab.  Once a new browser tab is open and the tutorial site has been loaded, you'll need to return to this tab to finish reading your instructions. 
   
   https://tutorial.idencia.net/
   
   
2. Login to the Tutorial site using the credentials below
   
   User Name: <your email address>
   Password:  <supplied by your Idencia Customer Liaison>
   
   
3. Verify that you now have two browser tabs open for your Idencia 101 work.
   1. This page
   2. The Idencia Tutorial site

Now let's create a Process!

Creating Processes

As a reminder, your boss wants a process that captures the GPS location of each item in the yard, the Inventory Date representing the day the GPS location was captured, and the product's Status  (Finished Goods or Needs Repair).  We'll call this process Inventory Location.

There are 2 steps to creating a Process.  

1. Defining the Process
2. Creating Steps

Defining the Process

To define your Inventory Location Process, follow the steps below:

1. In the Idencia Tutorial site, select Setup->Processes from the Main Menu.  This will display the Processes page.  All existing Processes in the system will be displayed on this page.
   
   
   
   
2. Click New Process
   
   Again, since more than one person may be using the Tutorial site, we'll need to differentiate your processes from theirs, so remember to prefix your process name with your first name followed by a dash.  
   
   
3. Enter <YourFirstName> - Inventory Location
   
   Since inventory processes are run against items that already exist (you wouldn't put an item in inventory if you haven't produced it yet), let's make this process available to existing items.
   
   
4. Check the Make this process available to existing Items and Item Groups checkbox
   
   
   
   Don't worry about the other options.  We'll come back to those later.
   
   
5. Click Save
   
   After the Process name and configuration are saved, the Process Details page is displayed.  
   
   
   
   Here you can define the Phases and Steps of the process.  Every Process must have at least one Phase.  A Phase called 'Default Phase' is automatically created for you.  You can use this Phase as-is, or change it's name.  See the Editing Phases section of the How do I update Processes? for more information about editing Phases.  For now, we'll leave it as it is.

Creating Steps

You can now create Steps in the Default Phase.

1. Click New Step.  The Create New Step page will display.
   
   
   
   The first step of the new Inventory Location process will be to capture the GPS location of the product.
   
   
2. Select Set GPS Location
   
   
3. Click Next.  The Create New Set GPS Location Step page is displayed.
   
   
   
   
4. Optionally, enter a Description
   
   
   
   
5. Click Save.  You will be returned to the Process Details screen.
   
   
   
   Notice the Set GPS Location step you just created is now displayed under the default phase.  The next step of the Inventory Location process will be to capture the Inventory Date.  
   
   
6. Click New Step.  The Create New Step page will display.
   
   
   
   
7. Select the Set Date Custom Property Value radio button
   
   
8. Click Next.  The Create New Set Custom Property Step screen will display.
   
   
   
   
9. Click the down arrow in the Custom Property drop down list to display the list of available Date custom properties.  
   
   
   
   Notice that the list is populated with the Date custom properties defined in the Setup --> Custom Properties --> ITEMS screen.  The Inventory Date custom property you created in a previous exercise should appear in the list.  
   
   
10. Select <YourFirstName> - Inventory Date from the Custom Property drop-down list.
    
    The name of the Process Step will default to the name of the selected Custom Property.
    
    
11. Optionally, change the Process Step Name.
    
    
12. Optionally, add a Description.
    
    
13. Click Save
    
    The last step in the Inventory Location process will be to set the product's Status.
    
    
14. Click New Step
    
    If you recall, the Status custom property you created in a previous exercise was a Text custom Property.
    
    
15. Select Set Text Custom Property Value radio button.
    
    
16. Click Next.  The Create New Set Text Custom Property Step screen will display.
    
    
     
17. Click the Custom Property drop-down list.  As with the date step, the list of existing Text custom properties will be displayed, including the Status custom property you created in an earlier exercise.
    
    
    
    
18. Select <YourFirstName> - Status from the Custom Property drop-down list.
    
    The step Name will default to the selected Custom Property name.
    
    
19. Optionally, change the step Name.
    
    
20. Optionally, enter a Description for the step.  
    
    
    
    Note that there are several additional options available for steps that set Text custom properties.  For now, we'll only be using the Select value from list of options checkbox and skipping the others.  See the How do I update Processes? article for detailed explanations of each step type and all of their available options.
    
    
21. Check the Select value from list of options checkbox.  A new field will appear.
    
    If you recall, the two statuses that your boss mentioned as options for a product's status were Finished Goods and Needs Repair.  
    
    
22. In the Options field, enter Finished Goods and Needs Repair.  Each status should appear on a separate line as in the example below.  Each line will become an option in a drop-down list presented to the user when they complete this process on a mobile device.
    
    
    
    
23. Click Save.  The Process Details screen is displayed.

Viola!  You just configured your first process in the Idencia system.  Want to see how it works on a mobile app?  

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