DFD Supply

How-To Guide

Step-by-step instructions for common inventory workflows.

Quick Navigation

1) Add a new item to inventory

  1. Open Inventory Actions from the top navigation.
  2. Scan or generate a unique QR code for the new item type.
  3. Optionally scan barcode(s), or keep Skip barcode scan enabled.
  4. Enter item details: name, quantity, low-stock level, and optional cost/description/SKU.
  5. Set date/time and Completed by information.
  6. Click Show summary, confirm the review checkbox, then click Add item.

Tip: Use clear, consistent item names so search and reports remain clean.

2) Edit an existing item

  1. Go to the Main Page.
  2. Use the item search box to find the item quickly by name or SKU.
  3. Select the item's edit action and update needed fields (name, SKU, costs, stock settings, codes).
  4. Save changes and confirm the success message.

Tip: Keep SKU and QR values unique to avoid update conflicts.

3) Issue items to stations

  1. Open the Issue Page to view station requests.
  2. Select a station with active requests (highlighted in red).
  3. Issue requested items by selecting/scanning the correct inventory items and quantities.
  4. Confirm completion to record transaction history and reduce main inventory totals.

Tip: Review remaining quantities in station requests before finalizing.

4) Restock existing items

  1. Open the Restock Page.
  2. Scan an item barcode or QR code to load item details.
  3. If scanned by QR, optionally scan a new barcode to attach it to the item record.
  4. Enter quantity being restocked and optional unit cost updates.
  5. Enter date/time and Completed by, then submit the restock.

Tip: Use notes for purchase order numbers or delivery references.

5) Search usage, trends, and exports

  1. Open Search Page.
  2. Choose a date range and optional filters (station, item, keywords).
  3. Click Search to refresh item usage, station usage, and trend sections.
  4. Pick an export format and click Download export for reporting.

Tip: Use 30-day and 90-day views to compare short-term spikes vs longer trends.