Inventory Enquiry

Understanding Inventory Enquiry

What is Inventory Enquiry

It is the menu the user uses to access and view information relevant to inventory. It can be used to find the location or status of an Item.

Accessing Inventory Enquiry

Within the Navigation menu, click on the search bar, type ''Inventory Enquiry'' and click "Inventory Enquiry". Inventory Enquiry is also in Inventory > Inventory Enquiry.

Finding General Information on Inventory

You can search in the general tab to find information relevant to Inventory.

In this example, I have entered the Item Code to get information on this particular item. 

This is what searchable fields there are within Inventory Enquiry:

•  Item Code

  It is a unique code/number given to an item used to distinguish it from other items.

•  Company Code

  It is a unique name given to a company used for identifying.

•  Location Code
•  Warehouse Code
•  License Plate No
• Item description
• Item Reference
• Batch Number
• Inventory Status
  

This will only have some columns in the view, but I can see their location. To see the rest, drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information.

•  Item Code
• Description
• Location Code
• Warehouse Code
• With User
• On Hand Quantity
• Batch Number
• Expiry
• License Plate No
• In Transit Quantity
• Suspended Quantity
• Allocated Quantity
• On Hand Units
• In Transit Units
• Allocated Units
• Suspended Units
• Company Code
• Uom with Factor
• Inventory Status
• Created At
• Updated At
• Last Cycle Count Date
• Location Type

If you want to go back and input more information, click on the search icon and enter whatever data you need to refine your search.

Finding Inventory Summary

The summary Tab will display mainly the most often-used fields to make it much easier to locate information.

In this example, I have selected a particular company to view information on its inventory.

The searchable fields are:

•  Item Code
•  Company Id
•  Location Code
•  Warehouse Code or ID
•  License Plate No

This will only have some columns in the view, but I can see the inventory. To see the rest, drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information.

•  Item Code
• Description
• On Hand Quantity
• In Transit Quantity
• Allocated Quantity
• Unit of Measure
• Inventory Status
• Free Stock
• Unallocated Quantity

If you want to go back and input more information, click on the search icon and enter whatever data you need to refine your search.

How to complete a Bulk Inventory Adjustment

Within the inventory tab in inventory enquiry, click on the red action button, then click "Bulk Inventory Adjustment".

Here is the template you can use for bulk inventory adjustment for the use of your data.

Complete required fields

Complete the following:

1. Choose a file, and ensure that this CSV has the same headers as the template for bulk adjustment.
2. Select Warehouse
3. Select Company

Click on to complete the bulk adjustment. If this fails it will show the errors and why it failed.

Glossary 

On Hand - The total physical quantity present on the location

In Transit Quantity - The quantity that in is transit to the location

Allocated Quantity - The quantity that is allocated from the location

Suspense Quantity - The quantity suspended from short pick