In this article, we cover inventory triggers and how to configure them inside of your action items to finalize data and update your inventory.
Prerequisites
- Read the FloEnvy Cultivation Guide
- Setup user permissions for each of your team members, specifically the “Finalize” tab of the Task Permission Drawer
- To learn more, read our guide on Tracking Labor Data
Inventory Triggers
Inventory triggers provide a way to update your inventory (plants, lots, packages, or materials) through Action Items.
Inventory triggers are an optional field you can add to any Action Item.
- After you add an inventory trigger to the action item, there will now be a “Finalize” button inside the action buttons within a cycle event or calendar task:
How to Configure an Inventory Trigger
- In the Task Types page, click on the Action Item you wish to add the inventory trigger
- Click the Inventory Trigger field, which will open a dropdown
- Select the type of Inventory Trigger to apply to the Action Item
There are several types of inventory triggers:
- Move Plant
- Move Batch
- Change Plants in Batch Growth Phases
- Change Plant Growth Phase
- Change Batch Growth Phase
- Allocate Plants to Grid
- Destroy Plant
- Destroy Plants in Batch
- Destroy Batch
- Use Material
- Report Waste Lot
- Harvest Plants
- Consume Lot
- Output Bulk Lot
- Output Processed Lot
- Move Lot
- Destroy Lot
- Fertilizer Mix
- Plant Audit
Required Fields for each Inventory Trigger
Each of the inventory triggers has a set of fields required for accurate submission.
- After you select an inventory trigger, the required fields will be pre-loaded as fields for the action item.
- These fields cannot be removed as each field is required to process the inventory trigger properly.
- If there are dropdown options in one of the required fields, you can edit these options.
- You can always add additional fields to the action item.
How to Process an Inventory Trigger
- Inside a cycle, navigate to an instance of the action item that you set up the inventory trigger.
- Click "+ Insert Row" and fill out the form to submit your data for the action item.
- To finalize the data, click the check box next to the row of data you submitted.
- Click the “Finalize” button:
- Review the data and click "Submit" to finalize the inventory trigger
- The inventory trigger should have updated your inventory successfully based on the data you submitted.