Product Customization (Portal Inventory & Product Categorization)¶

Last Updated: March 2026 Target Audience: Warehouse Staff, Inventory Managers, Sales Staff, System Administrators

Overview¶

The Product Customization module (sr_product_customization) extends portal inventory management and product categorization at Scott Recycling. It provides dynamic survey questions tied to product categories, a portal-based barcode scanning interface for inventory verification, customer-specific sales lists with weight-based and quantity-based pricing, inventory line lifecycle management (unreserved through processed), XLSX manifest generation, and multi-company inventory transfers. Warehouse staff use the portal interface to verify inventory groups by scanning barcodes. Sales staff use sales lists to assign pricing and move items through the pending-to-sold pipeline. Managers use the backend to configure category questions, manage transfer locations, and generate manifests.

The module adds menus under the existing SR Management menu structure:

Menu Path	What It Shows
Inventory > Sales Lists	All customer sales lists with product pricing
Inventory > Transfer WIP	Fixed-location inventory groups for transfer staging
Inventory > Portal Inventory	Standard portal inventory groups (excludes fixed locations)
Configuration > Customer Setup > Product Category	Category questions, question lines, and question options
Configuration > Locations > Staging Locations	Locations flagged as staging destinations

The portal (customer-facing website) adds two cards to the portal home page:

Portal Card	What It Does
Add Individual Inventory	Submit a single item via category-specific survey questions
Scan Weighted Inventory	Browse inventory groups and scan barcodes to verify items

Product Category Survey System¶

The survey system attaches dynamic questions to product categories. When a user submits an individual item through the portal, they answer the questions configured for the selected category. Answers are stored as survey records and can be reviewed in the backend.

How It Works¶

An administrator configures questions on a product category (e.g., "Manufacturer", "Model Number", "Screen Size")
A portal user navigates to Add Individual Inventory
They select a Product Category from the dropdown
The system loads the category's configured questions as a dynamic form
The user answers each question and submits
A Survey record is created in the backend with all answers stored as survey lines
The category's Participations count increments

Question Types¶

Type	What the User Sees	How the Answer Is Stored
Text	Free-form text input field	`answer_text` on the survey line
Select	Dropdown with predefined options	`answer_selection` linking to a `question.option.line`
Boolean (Yes / No)	Dropdown with Yes / No choices	`answer_boolean` on the survey line
Model (Fetch from database)	Dropdown populated from an Odoo model (e.g., `res.manufacturer`)	`answer_ref` as a polymorphic reference (`model,id`)

Category Question Line Fields¶

Field	What It Means	Example
Question	Link to the question record (the question text)	"Manufacturer Serial Number"
Category	The product category this question belongs to	"Laptops"
Question Type	How the question is rendered: text, select, boolean, or model	`select`
Is Mandatory	Whether the portal user must answer before submitting	Yes
Sequence	Display order within the category (lower = first)	10
Options	For select-type questions, the list of available choices	"New", "Used", "Damaged"
Model	For model-type questions, which Odoo model to pull records from	`res.manufacturer`
Display Type	Section header or note (for visual grouping, not actual questions)	"Section"

Default Questions¶

The module ships with five default questions that are loaded into every product category via a one-time cron job:

Default Question	Type
Our Serial Number	Text
Manufacturer Serial Number	Text
Manufacturer	Model (fetches from `res.manufacturer`)
Model Line	Text
Model Number	Text

These are grouped under a "Default Questions" section header in each category. Category-specific questions can be added after the defaults.

Configuring Questions on a Category¶

Navigate to Inventory > Configuration > Products > Product Categories
Open a product category
Click the Questions tab at the bottom of the form
Click Add a line to add a regular question, or Add a section / Add a note for visual grouping
Select a Question from the dropdown (or create a new one)
Set the Question Type (text, select, boolean, model)
If the type is Select, open the line's form view and add Options in the Options tab
If the type is Model, select the Odoo model to pull records from
Check Is Mandatory if the question must be answered
Drag the handle icon to reorder questions
Save the category

Use sections to group related questions

Add section headers (e.g., "Device Info", "Condition Assessment") to organize long question lists. Sections appear as bold dividers in the portal form and make it easier for warehouse staff to navigate.

Viewing Survey Participations¶

Each product category shows a Participations stat button in the button box. Click it to see all submitted surveys for that category. Each survey record includes the category, submission date, and all answer lines. Survey records also support the chatter (mail thread) for internal notes and activity scheduling.

Portal Inventory Extensions¶

The module extends the portal.inventory model (defined in sr_management) with additional fields for verification tracking, customer assignment, transfer locations, and manifest generation.

Portal Inventory Fields¶

Field	What It Means	Example
Verification Status	Computed from line-level verification: Not Verified, In-Progress, or Verified	"In-Progress"
Customer	The customer associated with this inventory group	"ABC Electronics"
Transfer Location	The destination location for transfer operations (read-only, set by system)	"Bay 3 - Staging"
New Location	A staging location to batch-set on all non-terminal lines	"Staging Area B"
Is Fixed Location	Whether this group represents a permanent transfer location slot	Yes
Lines Count	Computed count of inventory lines in the group	47
Report File / File Name	Binary field holding the generated XLSX manifest	`manifest_ABC_INV-2026-001.xlsx`

Verification Status Logic¶

The verification status is computed automatically from the verification state of the group's individual lines:

Condition	Resulting Status
No lines in the group	Not Verified
All lines verified	Verified
Some lines verified, some not	In-Progress
Zero lines verified (but lines exist)	Not Verified

In the tree view, verification status displays as a colored badge: red for Not Verified, blue for In-Progress, green for Verified.

Fixed Location Inventory Groups¶

Fixed location groups are special inventory groups that represent permanent transfer destinations (e.g., a processing bay or a shipping dock). They are:

Created automatically by a daily cron job (manage_fixed_locations) that scans for stock locations flagged as transfer locations
Named with a sequence prefix XFR/YYYY/MM/DD/## (resets daily)
Filtered into a separate Transfer WIP menu item
Excluded from the standard Portal Inventory list

When an inventory line is transferred to a location that has a fixed-location group, the line is automatically linked to that group.

Portal Inventory Lines¶

The module extends portal.inventory.line (defined in sr_management) with sales pricing, verification history, barcode scan logs, and processing metadata.

Inventory Line Extended Fields¶

Field	What It Means	Example
Sales List Price	Computed price based on the matching sales list (weight x price or qty x price)	$450.00
Unit Price	The per-unit or per-pound price from the sales list	$0.35/lb
Currency	Inherited from the line's company	USD
Matching Sales Lists	Computed: all sales lists that include this line's product (only for unreserved lines)	"ABC Electronics, XYZ Corp"
Default Sales List	Search-only field for filtering inventory lines by a specific sales list	(used in search bar)
Verification History	Full history of verify/unverify actions with timestamps and users	3 verification records
Verified Count	Number of times the line has been verified	2
Is Currently Verified	Whether the most recent verification record is "verified"	Yes
Last Verified By	User who created the most recent verification record	"John Smith"
Scan Logs	Barcode scan log entries linked to this line	Transfer scan records
Processed On	Timestamp when the line was marked as processed	2026-03-01 14:30:00
Processed By	User who marked the line as processed	"Jane Doe"

Inventory Line Lifecycle¶

Inventory lines move through a defined status workflow. Each transition has specific requirements and triggers:

unreserved --> pending --> sold --> shipped
                                     |
unreserved --> pending --> sold --> transfer --> processed
                 |
                 v
              unreserved (un-pen)

cancel --> unreserved (mark as unreserved)

Status	What It Means	How Lines Get Here
Unreserved	Line is available and not assigned to any customer	Initial state after portal submission; or reversed from pending/cancel
Pending	Line is reserved for a customer via a sales list	"Mark as Pending" action with a sales list filter applied
Sold	Line has been sold and a QB Invoice Number is assigned	"Mark as Sold" action from pending status
Shipped	Line has been shipped to the customer	"Mark as Shipped" action from sold status
Transfer	Line has been moved to a transfer/processing location	Transfer action sets location and links to fixed-location group
Processed	Line has been physically processed at the transfer location	"Mark as Processed" from the portal scanning interface (requires verification)
Cancel	Line was cancelled	(Set elsewhere in the system)

Status Transition Rules¶

From	To	Requirements
Unreserved	Pending	Must filter inventory list by a sales list first; sets `pended_for_id` to the sales list's customer
Pending	Sold	QB Invoice Number required (prompted via wizard if not already set)
Pending	Unreserved	"Un-Pen" action; clears customer, date, QB number, and inventory group link
Sold	Shipped	Sets `shipped_on` timestamp
Transfer	Processed	Line must be currently verified; sets `processed_on` and `processed_by_id`
Cancel	Unreserved	"Mark as Unreserved" action; clears all assignment fields

Lines must be filtered by a single sales list before marking as pending

The system requires an active sales list filter in the domain before the "Mark as Pending" action will work. If you select lines without filtering by a sales list first, you will see a validation error: "Please filter this list by sales list before sending to pending." Use the Filter By Customer button or the Sales List search field to apply the filter.

Only one sales list at a time

If the active domain contains multiple sales list filters, the system will block the action with: "You have selected multiple Sales Lists. You can only proceed with one Sales List at a time."

Sales Lists¶

Sales lists define customer-specific product pricing. Each customer has at most one sales list (enforced by a uniqueness constraint). Sales list lines link a product to a price and a sale type (by weight or by quantity).

Sales List Fields¶

Field	What It Means	Example
Customer	The customer this pricing applies to (one list per customer)	"ABC Electronics"
Company	Multi-company assignment	"Scott Recycling LLC"
Product Lines	The products and their pricing	See line fields below

Sales List Line Fields¶

Field	What It Means	Example
Product	The product template this price applies to	"Mixed Copper Wire"
Sale Type	Whether pricing is per pound (`weight`) or per unit (`qty`)	"By Weight"
Price	The per-unit or per-pound price	0.85

How Sales List Pricing Works¶

When a user clicks Update Price on the inventory lines list (with a sales list filter active), the system calculates the price for each unreserved line:

By Weight: sales_list_price = price * total_net_weight
By Quantity: sales_list_price = price * quantity

The Unit Price field stores the raw per-unit price from the sales list line.

Creating a Sales List¶

Navigate to Inventory > Sales Lists
Click New
Select the Customer (each customer can only have one sales list)
Select the Company if in a multi-company environment
In the Products tab, click Add a line
Select a Product, choose the Sale Type (By Weight or By Quantity), and enter the Price
Repeat for each product
Save

No duplicate customers

The system prevents creating a second sales list for a customer that already has one. Edit the existing list instead.

No duplicate products within a list

A constraint prevents adding the same product twice on a single sales list. Each product can appear at most once per list.

Adding Multiple Products at Once¶

For bulk setup, use the Add Multiple Products wizard:

Open an existing sales list
Click Add Multiple Products in the header
Select multiple Products using the tag widget
Choose a Sale Type (By Weight or By Quantity)
Enter a Price (this price applies to all selected products)
Click Add

The wizard creates individual sales list lines for each selected product with the same sale type and price. You can edit individual prices afterward in the Products tab.

Inventory Groups and Manifest Generation¶

Inventory groups (portal.inventory) collect related inventory lines together -- typically all items for a single customer and QB Invoice Number. Groups can be created manually or generated automatically when lines are marked as pending/sold with a QB Invoice Number.

Automatic Group Generation¶

When inventory lines are marked as pending or sold with a QB Invoice Number:

The system checks if an inventory group already exists with the same QB Invoice Number and customer
If found, the lines are linked to the existing group (merge behavior)
If not found, a new group is created with the current user, submission date, customer, and QB Invoice Number
If multiple groups are found with the same QB Invoice Number and customer, the system raises an error requiring manual resolution

Generating an XLSX Manifest¶

The manifest is an Excel spreadsheet summarizing all inventory lines in a group, organized by product.

Open a portal inventory group
Click Generate Manifest in the header
The system generates an XLSX file and triggers a download

The manifest includes:

Section	Contents
Header	Customer name, QB Invoice Number, generation timestamp
Column Headers	Serial Number, Product, Quantity, Gross Weight (lbs), Tare Weight (lbs), Net Weight (lbs), QB Invoice Number
Product Groups	Lines grouped by product with per-product subtotals
Grand Totals	Overall quantity, gross weight, tare weight, and net weight across all products

Generate manifests before shipping

Always generate and review the manifest before marking items as shipped. The manifest serves as the packing list and weight verification document for the customer.

Staging and Transfer Locations¶

The module adds a Staging Location concept to stock locations, used to set intermediate locations on inventory lines before transfer.

Stock Location Extension¶

Field	What It Means	Example
Is Staging Location	Flags this location as available for the "New Location" dropdown on inventory groups	Yes

Staging locations are managed under Configuration > Locations > Staging Locations.

Setting a Staged Location on a Group¶

Open a portal inventory group
Select a New Location from the staging location dropdown
Click Set Staged
A confirmation dialog appears: "Are you sure you want to set the stage location in below lines?"
Confirm to update the location on all non-terminal lines (lines not in transfer, processed, or shipped status)

Transferring Individual Lines¶

From the portal scanning interface (Add Commodity), individual lines can be transferred to a transfer location:

Click the Transfer button on an inventory line
A popup displays available transfer locations (filtered by company)
Select the destination location
Click Transfer
The line's location updates, a barcode scan log is created, and the line is linked to the fixed-location inventory group for that destination

Barcode Scanning Portal¶

The portal provides a browser-based barcode scanning interface for verifying inventory groups. This is designed for warehouse floor use with handheld barcode scanners or mobile device cameras.

Inventory Groups List (Portal)¶

URL: /inventory_groups/list

The portal inventory groups page shows all draft inventory groups that have lines. Each group displays as a collapsible accordion panel showing:

Group name and transfer location (for fixed locations)
QB Invoice Number and customer name
Line count badge
Verification status badge (Not Verified = red, In Progress = yellow, Verified = green)

Expanding a group shows a table of all lines with serial number, product, line status, and last verified by. A Verify Inventory button links to the scanning page.

The page supports:

Search by group name or QB Invoice Number
Pagination (10 groups per page)

Scan Verification Page¶

URL: /scan/weighted_inventory?inventory_id=<id>

The scanning page has a two-panel layout:

Left Panel -- Scan Box:

QB Invoice Number and customer name displayed
Barcode input field (auto-focused for immediate scanning)
Scan button (triggers manual scan or opens camera scanner)
Status messages (success/error alerts)
Progress bar showing verified count vs. total count

Right Panel -- Inventory Items:

Searchable table of all lines in the group
Columns: Serial Number, Verification Status, Line Status, Last Verified By, Mark as Processed
Verified lines are highlighted green; unverified lines are highlighted red
Mark as Processed button on each line (only visible for non-processed lines)

Scanning Workflow¶

Open an inventory group from the portal list
Click Verify Inventory
Scan a barcode (or type a serial number and press Enter/click Scan)
The system sends the serial to the /portal/scan_verify endpoint
If the serial matches a line in the group, a verification record is created and the line highlights green
If the serial does not match, an error message appears: "This item is not part of this group"
The progress bar and counter update in real-time
Continue scanning until all lines are verified

Camera Scanning¶

If no barcode value is entered and the user clicks Scan, the system opens a camera-based barcode scanner using the ZXing library:

Supports CODE_128, CODE_39, EAN_13, EAN_8, UPC_A, UPC_E, and ITF formats
Uses the device's rear-facing camera (facingMode: "environment")
Scanned value auto-populates the barcode input field
Modal closes automatically after a successful scan

Camera scanning requires HTTPS

Browser camera access requires a secure (HTTPS) connection. Camera scanning will not work on HTTP. If you see a camera error, verify you are accessing the portal over HTTPS.

Processing Lines from the Portal¶

Lines in Transfer status can be marked as processed directly from the scanning page:

Click the Process button (cube icon) on a transfer-status line
The system verifies the line is in Transfer status and is currently verified
If both conditions are met, the line moves to Processed status with a timestamp and user record
A success notification appears

If the line is not in Transfer status or is not verified, a warning message explains what is needed.

Wizards¶

The module includes six wizards for batch operations on inventory lines.

Select Customer Inventory Wizard¶

Purpose: Filter unreserved inventory by a sales list and mark matching lines as pending.

Field	What It Means
Sales List	Select the customer's sales list to filter by
Inventory Lines	Auto-populated with unreserved lines matching the sales list's products
QB Invoice Number	Optional invoice reference to assign during pending

Steps:

From the inventory lines list, click Filter By Customer
Select a Sales List -- matching unreserved lines auto-populate
Optionally enter a QB Invoice Number
Click Mark as Pending
Lines move to pending status and are assigned to the sales list's customer
If a QB Invoice Number was entered, an inventory group is created and lines are linked

Sales List Add Products Wizard¶

Purpose: Bulk-add multiple products to a sales list with the same pricing.

Field	What It Means
Products	Multi-select tag widget for choosing products
Sale Type	By Weight or By Quantity (applies to all selected products)
Price	Price per unit/pound (applies to all selected products)

This wizard is accessed from the Add Multiple Products button on a sales list form.

Mark As Sold Wizard¶

Purpose: Multi-purpose wizard that handles marking as pending, marking as sold, and updating QB Invoice Numbers.

Field	What It Means
QB Invoice Number	Required when marking as sold; optional when marking as pending; editable when updating
Sales List	Pre-filled from the active filter (for pending mode)
Mode	Hidden field: `pending`, `sold`, or `update` (controls which buttons appear)

Modes:

Pending mode: Shows "Mark as Pending" button. Marks lines as pending and optionally generates an inventory group.
Sold mode: Shows "Mark as Sold" button. Marks pending lines as sold and generates an inventory group if QB Invoice Number is provided.
Update mode: Shows "Add / Update" button. Updates the QB Invoice Number on pending lines.

Set New Location Wizard¶

Purpose: Change the staging location of a single inventory line.

Field	What It Means
New Location	Dropdown of staging locations (locations where `is_staging_location = True`)

Steps:

Open an inventory line (or click Update New Location on a line within a group)
The wizard opens with the line pre-selected
Choose a New Location
Click Confirm
A success notification appears and the line's location is updated

Switch Company Wizard¶

Purpose: Move inventory lines from one company to another in a multi-company environment.

Field	What It Means
Current Company	Read-only; shows the current company of the selected lines
New Company	Select the destination company

Steps:

Select one or more inventory lines (all must be from the same company)
Use the Switch Company server action from the Actions menu
The wizard shows the current company (read-only)
Select the New Company
Click Confirm
All selected lines are reassigned to the new company

Current and new company must differ

The wizard will raise a validation error if you select the same company as both current and new. All selected lines must also belong to a single company.

Add Portal Inventory Lines Wizard¶

Purpose: Add existing inventory lines to a portal inventory group.

Field	What It Means
Portal Inventory	The target inventory group
Inventory Lines	Multi-select of lines to add

Batch Server Actions¶

The module registers server actions that appear in the Actions dropdown when selecting inventory lines in the list view. These are restricted to System Administrators and HQ Warehouse Managers.

Action	What It Does	Required Line Status
Mark as Pending	Opens the pending wizard with the active sales list filter	Unreserved
Mark as Un-Pen	Reverts pending lines to unreserved (with confirmation)	Pending
Mark as Sold	Opens the sold wizard for QB Invoice Number entry	Pending
Mark as Shipped	Sets status to shipped with timestamp	Sold
Add / Update QB Invoice Number	Opens the update wizard for QB number changes	Pending
Mark as Unreserved	Reverts cancelled lines to unreserved (with confirmation)	Cancel
Switch Company	Opens the company switch wizard	Any (all must be same company)

Automated Scheduled Actions (Crons)¶

Cron Job	Schedule	What It Does
Load default Product category questions	Manual (inactive by default)	One-time script that loads the five default questions into every product category
Create and manage fixed location inventory groups	Daily	Scans for transfer locations and creates fixed-location inventory groups if they do not already exist

Security¶

Groups¶

The module defines a Technicians security category with two levels:

Group	Description
High Level	Full access to technician features
Low Level	Restricted technician access

Access Control Summary¶

Model	Internal Users	System Admins
product.category.question	Read, Write, Create	Read, Write, Create
product.category.question.line	Read, Write, Create	Read, Write, Create, Delete
question.option	Read, Write, Create	Read, Write, Create
question.option.line	Read, Write, Create	Read, Write, Create
sales.list	Read, Write, Create	Read, Write, Create, Delete
sales.list.line	Read, Write, Create	Read, Write, Create, Delete
product.category.survey	Read, Write, Create	Read, Write, Create
product.category.survey.line	Read, Write, Create	Read, Write, Create
inventory.line.verification	Read, Write, Create	Read, Write, Create
All wizards	Read, Write, Create	Read, Write, Create

Key security details:

Only System Admins can delete question lines, sales lists, and sales list lines. Internal users can create and edit but not delete.
The Is Default checkbox on questions is only visible to System Admins (base.group_system).
Batch server actions (Mark as Pending, Sold, Shipped, etc.) are restricted to System Admins and HQ Warehouse Managers.
The Switch Company action is restricted to System Admins only.

Multi-Company Rules¶

Rule	Effect
Sales Lists Company rule	Users only see sales lists belonging to companies in their allowed company set (`company_id in company_ids`)

Common Tasks¶

Marking Inventory as Pending for a Customer¶

Navigate to Inventory > Portal Inventory Lines
Click Filter By Customer in the list header
Select the customer's Sales List in the wizard
Review the auto-populated unreserved lines matching the sales list's products
Optionally enter a QB Invoice Number
Click Mark as Pending
Lines move to pending status with the customer assigned

Updating Sales List Prices on Inventory Lines¶

Navigate to Inventory > Portal Inventory Lines
Use the Sales List search field to filter by a specific customer's sales list
Select the inventory lines you want to price
Click Update Price in the list header
The system calculates prices based on the sales list's sale type (weight or quantity) and updates each line

Marking Pending Inventory as Sold¶

Filter inventory lines to show Pending status
Select the lines to mark as sold
Click Mark as Sold from the Actions menu
If lines already have a QB Invoice Number, they are marked sold immediately
If lines lack a QB Invoice Number, the wizard opens -- enter the number and click Mark as Sold
An inventory group is created (or merged with an existing one) linking all sold lines

Verifying an Inventory Group via Portal Scanning¶

Open the portal and click Scan Weighted Inventory
Search for the inventory group by name or QB Invoice Number
Expand the group and click Verify Inventory
Scan each item's barcode with a handheld scanner (or type the serial and press Enter)
Watch the progress bar update as items are verified
Verified items turn green in the table
Once all items show as verified, the group's status changes to Verified

Generating a Shipping Manifest¶

Open the portal inventory group in the backend
Verify the Customer and QB Invoice Number are correct
Click Generate Manifest in the header
An XLSX file downloads automatically
Review the manifest for accuracy -- check product groupings, weights, and totals
Include the printed manifest with the physical shipment

Transferring Lines to a Processing Location¶

From the portal Add Commodity interface, click the Transfer button on an inventory line
Select the destination Transfer Location from the dropdown
Click Transfer
The line's location updates, a scan log is recorded, and the line is linked to the fixed-location inventory group

Switching Lines to a Different Company¶

Navigate to Inventory > Portal Inventory Lines
Select the lines to switch (all must belong to the same company)
Open the Actions menu and click Switch Company
Verify the Current Company shown is correct
Select the New Company
Click Confirm

Tips¶

Use the Filter By Customer button for faster pending workflows

Instead of manually applying search filters, click Filter By Customer in the inventory lines list header. This opens the wizard with auto-populated matching lines, saving multiple clicks and reducing errors from incorrect filter combinations.

Always verify before processing

The system enforces that inventory lines must be verified before they can be marked as processed. Scan every item in a transfer group before attempting to process them. Unverified lines will be blocked with a warning message.

Camera scanning works on mobile devices

The portal scanning page supports camera-based barcode scanning on phones and tablets. This is useful when a handheld scanner is unavailable. Tap the Scan button with an empty input field to activate the camera.

Check for existing inventory groups before creating duplicates

When marking lines as pending with a QB Invoice Number, the system automatically merges into existing groups that match the same QB number and customer. This prevents duplicate groups and keeps related lines together.

Use Add Multiple Products for initial sales list setup

When creating a new sales list with many products at the same price point, use the Add Multiple Products wizard to add them all at once. Then edit individual prices in the Products tab as needed.

Troubleshooting¶

Issue: 'Please filter this list by sales list before sending to pending'

Symptom: You select unreserved inventory lines and click Mark as Pending, but receive a validation error. Cause: The system requires an active sales list filter before pending operations. This ensures all lines are priced correctly and assigned to the right customer. Fix: 1. Click Filter By Customer in the list header to use the wizard, OR 2. Use the Sales List search field in the search bar to filter by a specific sales list 3. Then select lines and try the pending action again

Issue: 'This customer already exists in the Sales List!'

Symptom: You try to create a new sales list and get a validation error about the customer already existing. Cause: Each customer can have only one sales list. A list already exists for this customer. Fix: 1. Search for the existing sales list for this customer in Inventory > Sales Lists 2. Open it and edit the product lines as needed 3. Do not create a new list -- update the existing one

Issue: Camera scanner shows 'Camera error' message

Symptom: Clicking the Scan button opens the camera modal but displays an error instead of the camera feed. Cause: Camera access requires HTTPS. If the portal is served over HTTP, the browser blocks camera access. Fix: 1. Verify you are accessing the portal via HTTPS (check the URL bar) 2. If using HTTP, switch to the HTTPS URL 3. Ensure browser permissions allow camera access for the site 4. As a workaround, type the serial number manually or use a handheld USB barcode scanner

Issue: 'Only inventory lines in Transfer status can be processed'

Symptom: You click the Process button on the portal scanning page but receive a warning. Cause: Only lines in Transfer status can be marked as processed. The line may still be in pending, sold, or another status. Fix: 1. Check the line's current status in the Line Status column 2. The line must be in Transfer status -- ensure it was transferred to a processing location first 3. The line must also be verified -- scan it first if the Verification Status shows "Pending"

Issue: 'Multiple inventory groups found with the same QB Invoice Number'

Symptom: When marking lines as pending or sold with a QB Invoice Number, the system raises a validation error about multiple matching groups. Cause: More than one inventory group exists with the same QB Invoice Number for the same customer. This is an inconsistency that needs manual resolution. Fix: 1. Search for the QB Invoice Number in Inventory > Portal Inventory 2. Identify which group is the correct one (check line contents and dates) 3. Move misplaced lines from the incorrect group to the correct one 4. Delete or archive the duplicate group 5. Retry the pending/sold operation

Questions? Contact your supervisor or refer to the Getting Started guide.

Product Customization (Portal Inventory & Product Categorization)¶

Overview¶

Navigation¶

Product Category Survey System¶

How It Works¶

Question Types¶

Category Question Line Fields¶

Default Questions¶

Configuring Questions on a Category¶

Viewing Survey Participations¶

Portal Inventory Extensions¶

Portal Inventory Fields¶

Verification Status Logic¶

Fixed Location Inventory Groups¶

Portal Inventory Lines¶

Inventory Line Extended Fields¶

Inventory Line Lifecycle¶

Status Transition Rules¶

Sales Lists¶

Sales List Fields¶

Sales List Line Fields¶

How Sales List Pricing Works¶

Creating a Sales List¶

Adding Multiple Products at Once¶

Inventory Groups and Manifest Generation¶

Automatic Group Generation¶

Generating an XLSX Manifest¶

Staging and Transfer Locations¶

Stock Location Extension¶

Setting a Staged Location on a Group¶

Transferring Individual Lines¶

Barcode Scanning Portal¶

Inventory Groups List (Portal)¶

Scan Verification Page¶

Scanning Workflow¶

Camera Scanning¶

Processing Lines from the Portal¶

Wizards¶

Select Customer Inventory Wizard¶

Sales List Add Products Wizard¶

Mark As Sold Wizard¶

Set New Location Wizard¶

Switch Company Wizard¶

Add Portal Inventory Lines Wizard¶

Batch Server Actions¶

Automated Scheduled Actions (Crons)¶

Security¶

Groups¶

Access Control Summary¶

Multi-Company Rules¶

Common Tasks¶

Marking Inventory as Pending for a Customer¶

Updating Sales List Prices on Inventory Lines¶

Marking Pending Inventory as Sold¶

Verifying an Inventory Group via Portal Scanning¶

Generating a Shipping Manifest¶

Transferring Lines to a Processing Location¶

Switching Lines to a Different Company¶

Tips¶

Troubleshooting¶