Training Materials

Module 5 Inventory

Last updated on 21-Aug-2025 by Thomas P. Boesen
Thomas P. Boesen

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boesen@scifeon.com
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This exercise workbook is designed to help you practice what you've learned in Module 5: Inventory. Work through each task step by step. If you're unsure, refer to the slide module or Scifeon documentation.

To complete the exercises in this module, please use information from these pages:

Exercise 1 Storing a sample in inventory FIX HEADING

Exercise 1: Register a New Inventory Item FIX HEADING Objective: Add a new item to the inventory database. Steps:

  1. Open the Inventory module from the sidebar.
  2. Click 'Add' to start a new item entry.
  3. Enter the following fields: • - Item Name • - Item Type (e.g., Reagent, Standard) • - Quantity and Unit • - Expiry Date and Storage Location
  4. Save the record. Expected Result: A new inventory item should appear in the list with active status.

Exercise 2: Update Storage Location for a Sample

Objective: Assign a new storage position for an existing sample. Steps:

  1. Open the Samples module and find a registered sample.
  2. Go to the 'Storage' or 'Location' tab.
  3. Select or type a new location (e.g., Freezer 3 > Rack A1).
  4. Save changes. Expected Result: The sample now displays the new storage assignment.

Exercise 3: Filter Inventory Items by Status

Objective: Find items approaching expiry or with low quantity. Steps:

  1. Open the Inventory module.
  2. Use filters to show items with quantity < 10.
  3. Apply a second filter for expiry within the next 30 days. Expected Result: A filtered list of at-risk or soon-to-expire items.

Exercise 4: Export Inventory Data

Objective: Create a downloadable report of current inventory. Steps:

  1. Filter the inventory list as needed (e.g., by item type).
  2. Click 'Export to Excel'.
  3. Open the downloaded file and verify content. Expected Result: You receive an Excel sheet with the selected inventory data.

Exercise 5: Print a Label

Objective: Use the label printing feature for one item. Steps:

  1. Select an inventory item or sample.
  2. Click 'Print Label'.
  3. Choose printer and label format. Expected Result: A label prints with the correct information.

Self-Check

Tick each box as you complete the task:

  • Added a new inventory item
  • Assigned or updated sample storage
  • Filtered items by quantity or expiry
  • Exported inventory to Excel
  • Printed a label (if available)
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