Creating an Inventory Task Type

Creating an Inventory Task Type

What is Inventory Task Type?

An inventory task is a transactional task linked directly to a module within the Xilnex Mobility app. These tasks guide the user to start and complete operational activities.

Key characteristics:

  1. Includes a "Start" button that links to a specific inventory module in Xilnex Mobility.
  1. Status change from New → Pending (task started) → Completed (task completion), tracked based on module status.

Typical use cases:

  1. Performing physical stock count cycles
  2. Creating and confirming purchase orders
  3. Daily wastage adjustment due to store closing

Steps to create this task:

1. Input the compulsory fields in the "Task Information" according to Step 7 above.
2. Click on "Function" tab.
3. Select "Inventory" from the dropdown list.

4.  Fields to select:
  1. Module: Select the module to be redirected to when the task is started.
  2. Status for task completion: Status of the module selected as an indicator for task status to be updated to "Completed".
  3. Profile selection: Only applicable for inventory modules with item profiles applied such as Purchase Order, Wastage Adjustment, and Stock Take Segment. The profile selected here will be selected when the task is started.
5.   Sample of a created task:

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