Choose which warehouses a teammate works at in OpenBoxes
How to choose All locations or Only these locations for a Manager, User or Viewer, what that changes in OpenBoxes and what it leaves alone.
Topic
Inventory
13 articles on this topic, newest first.
Receive and pick from a phone in OpenBoxes Lift
How receiving and picking work in OpenBoxes Lift Mobile, the handheld scanning beta: who can use it, Save line, Complete, Send, and what stays on the desktop.
Ask OpenBoxes about your stock: the AI assistant
An AI assistant inside OpenBoxes answers questions about stock, expiry dates and stock movements in plain words, only at the locations you can open. Included on every plan, off until you turn it on.
Choosing an LMIS for a small NGO or clinic network: ten questions to ask
Ten questions for choosing a logistics management information system for a small NGO or clinic network, with OpenBoxes' honest answer to each, gaps included.
Importing your product list from a spreadsheet without reshaping it
What the OpenBoxes Lift import wizard handles in a messy spreadsheet, and what to clean first: codes, names, categories, units, quantities and dates.
When a spreadsheet stops being enough for your stock
Seven signs a stock spreadsheet is costing you (several sites, lots and expiry, no audit trail, late stock-outs) and what switching to OpenBoxes involves.
Cycle counting for small warehouses: count a little every week
Replace the annual stock count with a weekly rotation: plan it, count so the numbers can be trusted, and use the cycle count workflow in OpenBoxes.
The daily stock-alert email: set minimums first
The daily stock alert email only checks products with a minimum level for being low. Which minimums to set first, how to turn it on and what it sends.
Expiring stock: redistribute, return or write off, and how to decide in time
Work out whether a lot will be used before it expires, then choose between redistributing, returning to the supplier or writing it off, in OpenBoxes.
FEFO explained: first-expiry, first-out for medical supplies
What first-expiry, first-out means, worked examples of why it beats FIFO for dated stock, where it cannot help, and how OpenBoxes suggests lots by FEFO.
Lot numbers at receipt: make a recall a search, not a hunt
What to record when medical supplies arrive (lot number, expiry, quantity per lot, bin) and how to find a recalled lot in OpenBoxes quickly.
Setting min and max levels from average monthly consumption
Set minimum, reorder and maximum stock levels from average monthly consumption, lead time and review period, with a worked example for OpenBoxes.
Months of stock: how to calculate it and read a low number
How to calculate months of stock from average monthly consumption, adjust for stock-out days, read it against min and max levels, and find it in Lift.
