In this article:

Manually Set Up & Manage Synlawn Inventory Video

Manually Setup Synlawn Inventory

Step 1: Add Inventory Locations (Warehouses + Bins)

Navigate to: Purchases > Inventory Locations
Create Warehouse(s): Add Warehouse + Add Warehouse Name and click Save
⚠️ You can edit Warehouses but you cannot delete them.
Click + Add Bin Add Bin Name and click Save
💡You can edit or delete existing bins
Repeat as needed

Step 2: Add Item Units to Inventory

Navigate to: Setup > Items > Items
Select either New or click Edit next to existing Item
Make sure the Item has the following attributes & then click Save:

*Item*	*Attribute*
Unit of Measure	Square Feet
Item Category	Material
Inventoried	(Checked)
Use Item Units	(Checked)
Unit Type	Roll
Linear Quantity Unit of Measure	Linear Feet
Width	(Roll width # will auto populate)

Step 3: Add Item Unit Fields (Quality & Dye Lot)

Navigate to: Setup > More > Custom Inputs
Click New
For Quality, make sure the Custom Input has the following attributes:

*Custom Input*	*Attribute*
Resource Type	Item Unit
Name	Quality
Input Type	Dropdown

Add Dropdown Options:

Key	Display	Order
First	First	1
Second	Second	2

4. For Dye Lot, make sure the Custom Input has the following attributes:

*Custom Input*	*Attribute*
Resource Type	Item Unit
Name	Dye Lot
Input Type	Text

Manage Inventory

Navigate to: Purchases > Inventory
Change Type to Item Units

To manually add a roll:	Select View Rolls next to an *Item* Select Add Roll *Add Details* *Save*
To move a roll’s location:	Navigate to the roll’s detail page Select *Move Location* *Warehouse* *Bin* *Save*
To adjust a roll’s quantity:	Navigate to the roll’s detail page Select *Adjust Quantity* Enter *Qty Adjustment* *Enter Notes* *Save*

Allocate Synlawn Inventory to Jobs

You can find a link to a video walkthrough here.
While Phase 1 covered the ability to manually set up & manage Synlawn inventory, this phase covers the following functionality:

Ability to allocate inventory to jobs for holds & cuts
Ability to cancel holds or confirm cuts for jobs
Inventory levels will auto-update when holds or cuts are confirmed or canceled for jobs
Users will be prevented from completing jobs with pending holds

Step 1: Create Job

Create a Job & Add the Item(s) that are needed
- Be sure you’re adding Items that have Item Units (rolls) associated with them - this setup was covered in Phase 1
- Items added to Jobs should be measured in Square Feet

Step 2: Add Hold

Once the Job is saved, open the Job show page & select + Hold
- In this modal, we display the available inventory that matches the Item(s) on your Job.
Expand the Item(s) to find available rolls & enter the quantity (in Linear Feet) you need to allocate from each roll.
Select Confirm
- Once a hold is confirmed, the held & available quantities on that roll will be updated across the system
Once a hold is created, you can open the hold to see details from the Job page or Item Unit page

Step 3: Cut or Remove Holds

This can be done from the Job page or the Item Unit page

Remove Hold:

Click the X to remove a Hold
Click Remove Hold in the confirmation modal

Cut Hold:

Click the scissor icon to complete (“cut”) the Hold
Select Complete in the confirmation modal

Additional Notes

You cannot complete visits with pending holds. Any pending holds must be removed or cut before a visit can be completed.
Available & Held quantities on a roll will be updated across the system once a hold has been removed or a cut has been completed.
Details regarding who created, removed, or completed (cut) the hold, as well as when those actions were performed, are viewable in the holds table.

Ordering Synlawn Inventory

Navigate to: Synlawn (in the left nav)
Select New Order on the Purchase Orders Index page
- Notes on creating a Synlawn Purchase Order:
  - The Vendor cannot be changed
  - Ships to, Operation, & Freight Cost are required fields
  - Users can only add Synlawn Products to Synlawn POs
  - Users can only adjust item quantity.
  - "Sidemark" = notes field
When finished, click Create Purchase Order
Once an order has been created & is ready to send to corporate, the user must Promote the order. This can be done from the Purchase Orders Index page or the Purchase Order Details page.
1. Click the Actions dropdown
2. Select Promote
3. Confirm? Click OK
  - Once an order is promoted, this action cannot be undone.
  - Once an order is promoted, the user cannot edit or delete the order.
  - Order status & shipping updates are refreshed nightly.
    Statuses include:

Placed	The order has been created
Promoted	The order has been promoted to corporate
Shipped	Corporate has shipped the product
Received	A SingleOps User has received the product

💡 If the User needs to communicate with Synlawn corporate regarding their order, they will need to reference the CAMS Order # on the Purchase Order Details page, not the Purchase Order Ref # from SingleOps.

Receiving Synlawn Inventory

Navigate to: Synlawn > Purchase Order Index
Select Receive (the receive button can also be accessed on the Purchase Order Details page under Actions)
On the Receive Order page, the user can select the warehouse, bin, & quality of the items, & they can adjust the item quantity, as needed, & click Save.
Once the user hits Save, their Item Unit Inventory levels will automatically update.
💡If the user wants to inventory Sundry Items, they will need to manually do so.

💡Users can receive partial orders. All they need to do is remove any product they have not received yet from the initial receive page. Once they do receive the product, they can open the receive page again for that same order & those items will be available to be received. The order will remain open until all products have been received.

Synlawn Inventory Guide ✔