Start at the Transactions List
Navigate to the Transactions section of Marty by clicking on the link in the main menu bar. Above the transactions list table you should a button labelled "Add New Inventory Transactions". Click this button to arrive at the transactions data entry page.
The Inventory Transactions Entry Page is a Formset
See the "Formsets" portion of this page for details on how to work with formsets in Marty 5.
The page linked above also contains general information about working with forms in Marty. That information applies to inventory transactions as well.
Please note that check out quantities will show as negative in the transactions listing. To make an adjustment to the inventory quantity, select the usage as “[Adjustment]”. If the part is associated with a document not available in the list, please enter it in the notes field along with the document abbreviation.
Serial numbers can be entered as ranges and as a comma-delimited list. To enter a range, separate the beginning of the range and the end of the range with two minus signs (--).
For Work Order Documents
When you check in the remaining quantity of the main part on a work order, Marty will automatically set its status to closed. The work order will not show the update button at that point.
Inventory Count Sheet
On the transactions index page, you can view the inventory count sheet by clicking on the appropriate button.
Count Process
- Verify the part number.
- Check for damaged parts.
- Physically count each part number.
- Note any discrepancies on inventory report a. Quantity of parts b. Incorrect part numbers c. Damage
- In the event of over a $50.00 discrepancy, conduct an additional count by someone other than the individual who performed the initial count.
- Review the checkout log against the day’s inventory list.
- Initial each line as the count is completed.
Note: Significant discrepancies between the system and the count should be investigated and reported to the production manager and the purchasing and inventory coordinator.
When entering adjustments in Marty, use the "Count Adjustment" usage.