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Overview
Overview
The Default View provides a snapshot of items in stock. If a date is selected, additional columns are added showing the stock movements.
Navigation: Main Menu > Procurement > Inventory > Menu (button) > Default.
Table of Contents
Buttons Explained
Buttons Explained
View: Generates a summary Inventory Report based on the selected filters.
Actions
Rebuild Inventory Transactions: Rebuilds the inventory transactions for the selected items.
Batch Update: Changes all the selected transactions when Update (button) is clicked.
Status (Location): Checkbox to change the Status of the Location to active or inactive (checkmark = active).
Bin No.: Changes the Bin Number to the one typed in the block.
Output: Available on request.
Filters Explained
Filters Explained
Date: Users can select a date option from the dropdown list. Depending on the chosen option, Start and End Dates for the report can be set in the provided blocks.
⬅ ➡ : Adjusts the date field depending on the option chosen next to Date.
Customer: A dropdown list of customers allowing users to view All or a specific Customer.
Category: A dropdown list of categories allowing users to view All or a specific Category.
Location: A dropdown list of locations allowing users to view All or a specific Location. The Location Filter only displays locations linked to the user's Entity. If the user is not linked to an entity, all the locations will be available.
Hide blanks: A checkbox that if checked will suppress records with no values.
Active: A checkbox that if checked will only show Active Inventory Items.
Exceptions: A checkbox that if checked will only show Inventory Items that are exceptions (e.g. negative stock quantities).
Fields Explained
Fields Explained
Field Chooser (*): Allows users to add or remove columns.
ID: A system-generated number for the inventory item.
Customer: The name of the Customer that is linked to the inventory item.
Category: The inventory item's Category.
Sub Category: The inventory item's Subcategory.
Status (Location): The Status of the Location.
Status (Item): The Status of the inventory item.
Description: A Description of the inventory item.
Code: The inventory item's Code.
Supplier: The name of the Supplier that appears in the inventory Item's Costing & Pricing (tab). If there is more than one supplier, the supplier at the bottom of the list (with the highest unit cost) will be displayed.
Location: The Location of the inventory item.
Unit: An abbreviation describing the item's Unit.
Date: The date on which the item was first created as an inventory item (inventory checkbox checked and a location added on the Inventory tab).
Min Qty: The Minimum Quantity that was filled in on the inventory item's Inventory (tab). The number will be highlighted if the current quantity of stock is less than the minimum quantity that should be in stock.
Reorder: The Reorder Quantity that was filled in on the inventory item's Inventory (tab).
Bin No: The inventory item's Bin Number.
In Stock: The quantity that is currently in stock.
On Order: The quantity that has been ordered but not yet received.
Reserve: The quantity that is reserved for pending customer orders.
Available: The quantity that is available. If the quantity available is negative the number is shown in red.
Unit Price: The Unit Price of the inventory item.
Value: The value of the inventory on hand (unit price x quantity). If the value is negative (due to negative quantity in stock) the value is shown in red.
Menu (...): A submenu that can also be accessed by right-clicking an item:
Open Item: Opens the item's setup page.
Open Item Dashboard: Displays a Summary of the item's activity.
View Serial Numbers: Navigates to a display showing the item's Serial Numbers.
Related Topics
Related Topics
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