Overview
This article explains how to distribute inventory items to a client using an activity card within a case. It covers adding an activity, selecting inventory items, and entering the correct quantity to ensure accurate inventory tracking.
Distribute Inventory Via Activity Card
- Go to Case Names and open the case where the items will be distributed.
- On the Case Board, add or edit the activity card where the inventory item will be distributed from.
- Click on the Inventory icon within the activity card to disburse items.
NOTE: Make only one disbursement per activity card. Activity cards do not track history when multiple disbursements are made on the same activity card.
- Click Add to select a product from the dropdown list.
- Choose the appropriate inventory option and enter the Quantity to distribute.
- Confirm that the quantity entered matches the amount being given to the client and select Save