Inventory Overview

Albert Inventory serves as a digital manifestation of your physical inventory, enabling you to sort, filter, trace, and manage all types of inventory. Albert Inventory ensures harmonization within a single location or throughout hundreds of global sites.

Types of Inventory

  • Formulas are Inventory items that represent entire formulas composed of various raw materials. When you create a batch through a Batch Task, the resulting inventory is stored as a Formula in the inventory module. You cannot manually add items to this category.
  • Raw Materials are Inventory items used in formulations
  • Consumables can be used to track all types of laboratory consumables (substrates, filters, etc.) that are not used as raw materials
  • Equipment category can be used to track all types of equipment, devices, machines, or other assets. These items can be linked to the tasks and you can attach all associated documentation (calibration, manuals, etc.).

Searching and Filtering the Inventory

Opening up the Inventory module will open a list of all Inventory. From there, you can easily search, filter on, and sort by a variety of criteria.

For more information on searching and filtering the Inventory, navigate to this help article.

Creating Inventory Items

It is best practice to filter and search for Inventory items to see if they exist before creating new Inventory items in order to reduce the number of duplicates in the platform and allow for better tracking of Inventory items.

To create a new Inventory item, click the Create button at the top of your screen and select "Inventory".

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From there, the Create New Inventory Item modal will pop up and you will be prompted to fill out details about your Inventory item.

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Selecting "Create" after you've filled out all relevant information about your Inventory item will create the new item within Albert.

Editing Existing Inventory Items

Once you've created a new Inventory item, you can edit its details. To edit the item's details, navigate to the Inventory item and open it. On the left side of the screen, you can edit the Inventory item's details as desired. 

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If you attempt to change the name of the Inventory item, Albert will ask you to confirm, as changing the name of the item may cause inconsistencies with any labels that have already been printed and reference the Inventory item. Click "Yes" to confirm.

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Tip: If you would like to add an alternative name to an Inventory item, it is best practice to add the alternative name in the description. 

Making Inventory Items Confidential

Users with appropriate permissions can mark certain Inventory items as confidential, controlling exactly who can view or edit the Inventory item. 

To mark an Inventory item as confidential, navigate to the page of the Inventory item, select the three dots next to the Inventory ID, and then select Share Inventory Item.

A new popup will appear, allowing you to change who can access the Inventory item.

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Note: Only users with appropriate permissions will be able to update the Inventory's access. If you'd like to update an Inventory item but are unable to, please reach out to your organization's Albert administrator.

Inventory Lots

Lots of Inventory items are the physical representation of Raw Materials, Formulas, Consumables, and Equipment in your laboratory. On the Inventory item's page, each Lot is represented by a row like shown below:

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The lot by lot traceability can be shown by expanding the carrot to the left of the Lot Number:

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And a number of actions can be taken against the Lot from this view, including downloading the label, transferring the lot to a new storage location, changing the quantity, and editing the Lot: 

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Lot Owners

Each Lot must be assigned an Owner (see image below). This is a required field and must be filled out upon Lot creation, and it can be edited later as needed.

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Inventory Tags

Tags are an easy way to quickly track, search, and filter your Inventory items. By using tags, you can group Inventory items according to specific features such as color, applications, etc. Inventory Tags can be found on the left side of your screen after opening the Inventory item. 

Adjust Quantities and Transfer Inventory Items

If you would like to adjust the inventory quantity (outside of using a Task), you can perform an Inventory Adjustment to add, subtract, or zero the inventory for a specific lot number. An inventory adjustment is typically done to subtract inventory for a spill, zero inventory when a bottle is empty, etc.

When you perform an Inventory Adjustment, you must already have Inventory Lots from which you can subtract or add a quantity. All historical adjustments can be found in the Inventory Lot History.

You may scan the barcode of the inventory item to quickly access the corresponding Inventory Lot in Albert. To learn more about scanning barcodes, visit this help article

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