Inventory Management By Mouser

Login

You can log in to the Inventory Management system by accessing http://inventory.mouser.com from any web browser on a desktop computer or mobile device.

Users must use their My Mouser user name and password to log in to the system. To retrieve a lost or forgotten password, users can request it be sent to them via email by filling out the forgotten password form.

After successfully logging in, new users will be brought to the Setup Wizard area where they will be asked to provide necessary details to setup their inventory account. Existing users will be taken to their inventory dashboard.

Wizard

If you are a new user and your My Mouser account is not associated to an existing Inventory Management account, you will be taken into the new user setup wizard.

• Step 1: Create My Organization - Complete the form to give us basic information about your organization. If this information is already stored in your My Mouser account, it will be automatically filled out for you.
• Step 2: Add a Location - Once we know who your organization is, you need to create at least one location in which to house inventory products. It is recommended that a location be setup for each physical place you are storing inventory (ex: "Lab 1" or "Equipment Closet" or "Room 121"), however if you have a large organization you may prefer to create locations for entire departments/subdivisions (ex: "EE Department"). Once all desired locations are setup, click the "Finish Setup Process" button to proceed to final step.
• Step 3: Setup Confirmation - With your organization and location(s) setup, you will see a welcome page which will provide some options to quickly get started using the Inventory Management Application (ex: "Manage Products", "Go To Dashboard", to "Manage Users").

Location Selection

If you are existing Inventory Management user and have multiple locations configured within your organization, you will need to select which location you wish to manage. Once you make a selection from the provided list, you will be taken to the dashboard home page for that location. If you only have one location configured, you will bypass the location selection step and go directly to the dashboard home page.

Top Navigation

There are four menus that reside in the top navigation bar of the Inventory Management:

1. Location Selector - This will display the name of the inventory location you are currently managing. All the inventory information displayed is based on the location selected in this menu. When clicked, all locations you have access to will appear. Clicking on a location name in the menu will switch your active location.
2. Cart - This icon will display the count of lines in your inventory reorder cart. When click the icon a quick view of the cart's contents will display. mini-cart overlay to display on the screen with the current contents of the cart. From the quick view display, you can click the "See All Items" link to be taken to the cart reorder screen.
3. Application Options - Clicking the icon will display a list of configuration options for your Organization, Locations, Users, Consumers, and Vendors. Clicking an item in the menu, will direct you to the appropriate settings page.
4. User Settings - Click this icon will display a list of user-specific options.

Left Navigation

Four items will reside in the left navigation bar:

1. Dashboard - Clicking this icon will direct you to the dashboard home page.
2. Products - Clicking this icon will direct user to the inventory product listing.
3. Transactions - Clicking this icon will direct user to listing of the inventory check-in/checkout records.
4. Reports - Clicking this icon will direct user to the inventory reporting tool.

Quick Links

These shortcuts provide one-click access to the most common areas and actions within the inventory application - Manage Inventory, Add a Product, Receive Inventory, Run Reports, Create an Order.

At A Glance

This section of the dashboard provides a quick tabular and graphical representation of your current inventory data.

Inventory Alerts

This section of the dashboard provides reminders related to your inventory's stock levels.

Products Screen

Data Views

1. Active - When visiting the products page, this view will be displayed by default. This view displays parts that you are active in your inventory and are allowed to interact with.
2. View All - This view shows all products, regardless of availability or status.
3. Available to Loan - This view option will restrict the product listing to just those parts specifically designated with "The product can be loaned".
4. Inactive - This view option will restrict the product listing to just those parts marked as inactive.

Product Search

When using the search box on the right of screen, the products grid will be updated to reflect the any matching results.

Product Labels

In order to make it easy to use the inventory companion mobile app, you can print bar coded product labels for the items in your inventory. Putting these labels on the bin or container housing a product will make it easy to use a mobile device with a camera to "scan" labels and avoid manual product searches. There are two label printing options located under the "More" menu:

1. Print All Labels - Clicking the "Print All Labels" option will generate print-ready labels containing all active products.
2. Print Selected Labels - Clicking the "Print Selected Labels" option will generate print-ready labels for those products selected (checked) on the products screen.

When printing labels, you will have the option to select your label paper format. Currently, two format options are available:

1. DYMO Label 30256
   • Designed to be printed by a DYMO single-label printer
     • We recommend DYMO LabelWriter 450 Turbo (Available at Amazon.com and Staples)
   • Label Size: 2 5/16" x 4"
   • Purchase at Amazon.com and Staples
2. Avery Label 5163
   • Can be printed on any inkjet or laser printer
   • Label Size: 2" x 4"
   • Purchase at Amazon.com and Staples

Add New Product

There are three ways to add products to your inventory. You can select which way to add products by clicking the "Add Product" menu on the right side of the screen. From that menu you can select one of three methods:

1. Add a Product - You will be directed to a blank product detail entry form to fill out.
2. Import Products - An overlay will display with the steps to upload a spreadsheet containing multiple parts.
   
3. Barcode from Mouser Label - You will be directed to a special form where you can input a code from Mouser packaging label to automatically import product data.
   

Mouser Match

The Mouser Match feature lets you link products in your inventory to Mouser part numbers. Doing this has several benefits including:

1. Automatic sync of product data (description, manufacturer, lifecycle, etc.)
2. Automatic import of product image from Mouser.com
3. Ability to reorder products from Mouser in just a few clicks

Clicking the Mouser Match option from the "More" menu will direct you to the part matching screen. Once on that screen, you can kick off the match process by clicking the "Run Matching Process" button. As parts are matched the number of possible matching parts will display in the result count column. When an exact match is made, the parts will be automatically linked and those part will be removed from the screen. At the end of the process, the only items remaining will be those parts that could not be automatically matched. These parts require you to take action before a match can be made.

To resolve any parts that cannot be automatically matched, click the "!" icon. When click, you will see an overlay with up to 10 possible matches for your part. Simply review the suggestions, and select the appropriate match. Once you have done this for all parts that you want to resolve, click the green "Save Match" button.

Edit Product

From a product detail page, you can edit all information associated to a product by clicking the "Edit Product Information" button. This action will open all fields for editing. When finished making the desired updates, click the "Save" button to apply all changes, or the "Cancel" button to discard.

In addition to editing product information from the detail page, you can also make quick edits directly in the products listing. Clicking the Edit icon (pencil), you will be able to update the Part #, Manufacturer, Description, and Bin fields. When finished, click the Check mark to save changes or the undo arrow to discard them.

Issue

While you can manually decrement your on hand inventory counts, the Inventory Management system allows you to issue parts to specific entities for tracking purposes. From the products listing screen, select the check box for one or more products and click the "Issue Selected". This will bring up a modal overlay with the selected parts listed. The modal will also contain fields for specifying who the parts are being issued to and if any parts are required to be returned.

Because products must be issued to specific entities, you select the consumer for the transaction in the modal overlay. You can do this by clicking on the "Select Consumer" drop-down list. The list will contain all preloaded consumer names, for your convenience, along with the option to "Add New". If "Add New" is selected, four additional text fields will appear (First Name, Last Name, Email, Phone) on the modal.

When issuing products to a consumer, you may stipulate if a particular product is required to be returned by selecting the "Return Required" check box. When selected, you will be required to assign a return due date. If a product is not expected to be returned, simply leave the "Return Required" check box empty.

To add more products to a transaction before it is submitted, simply click the "Save and Add Products" button. To discard all transaction information, click the "Clear Form" button. To proceed and commit a transaction, click the "Submit" button.

View

All transaction history is accessible from the "Transaction Management" screen. By default any Active transactions are displayed. An "Active" transaction is one that has parts currently out on loan. You can change the view to "Transaction History" to see all other transactions.

To view the details of a particular transaction, click the Transaction ID number. This will display a modal overlay that will contain detailed information about that transaction, including: consumer's name, email, phone, checkout date, notes, and product details.

Search

To make it easy to locate a particular transaction, you may search all records by Transaction ID number, the Consumer's name, or part number. Just select your search criteria from the drop-down list and enter your search term to display all matching records. You can clear your search results at any time by clicking the "Reset" button.

Edit

In the transaction details modal overlay, you can make several edits. These edits can be as minor as adding transaction notes, or as substantial as updating issue quantity or return due dates. You can also mark an active transaction as closed by specifying any return quantities, the return date and clicking the "Complete Transaction" button.

Types of Reports

In order to make it easy to report on your current and historical inventory levels, the system has a dedicated Reports section. This area offers a variety of helpful reports to help you effectively manage your inventory.

1. Current Inventory Snapshot - displays all products from a selected location with current inventory totals.
2. Historical Inventory Report - For the selected location and date range, the report will display the net change in inventory and identify key transactional figures.
3. Usage By Bin - For each part and bin combination in a selected location the report will display the total # of adds, disbursements, and returns for date range.
4. Usage By Consumer -For a selected location and date range, the report will display all consumers and the parts disbursed/issued to them.
5. Overdue Loans - This report will list all consumers that have overdue parts taken from a selected location based on the current date.
6. Inventory Reorder - This report display parts from a selected location where Total Quantity in stock is currently below the specified Reorder Point Quantity.

Exporting Data

All reports displayed online can be exported to offline viewing and further "slice and dice" manipulation in Microsoft Excel. To save reports, simply click the "Export to Excel" button near the top right of the screen.

Note: To keep data processing times down to a minimum, very large online reports will only partially display. You will have to download the Excel report to view full details.

Configuration User Management/Invitations