Restocking items

1. Open the Restock Items workflow

• Tap the plus (+) button at the bottom of the screen.

• Select Restock items.

• You’ll see a list of storage locations across all sites.

2. Choose the storage location to restock

• Filter the list if needed to narrow it down to one site or location.

• Select the storage location you want to update.

• In the video, the upstairs storage closet is selected.

• Tap Restock to begin adding inventory to that location.

3. Scan items into inventory

• Scan the items you want to add.

• Review the item details shown, including:

  • Quantity

  • Expiration date

  • Item status/safety indicator

• A list of scanned items will appear as you add them.

4. Add items manually if needed

• If an item can’t be scanned, tap the green scan button at the bottom.

• Then tap the plus (+) button in the top-right corner.

• Choose the item manually from the list.

• In the example, instant cold packs are added this way.

5. Review and adjust item details

• Check the items you’ve added.

• Update the expiration date if needed.

• Adjust the quantity if needed.

• Make sure the restock list is accurate before saving.

6. Save the restock update

• Tap the checkmark in the top-right corner to confirm.

• This completes the restock for that storage location.

7. Verify the items were added

• Navigate back to the storage location.

• Confirm the newly restocked items now appear in the inventory list.

• This verifies the location was updated successfully.