inventory

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inventory [2025/05/14 07:18] – chillhubadmininventory [2026/05/08 07:12] (current) – chillhubadmin
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     * **Select Industry**: Filter inventory based on the industry type.     * **Select Industry**: Filter inventory based on the industry type.
     * **Select Warehouse**: View inventory specific to a selected warehouse.     * **Select Warehouse**: View inventory specific to a selected warehouse.
-    * **Select Status**:  Filter inventory items by their status. (Ship, Replenish, Insufficient, Negative) +    * **Select Status**:  Filter inventory items by their status. 
 +      * **Ship**: Items with pending outgoing shipments.   
 +      * **Replenish**: Items that pending incoming replenishment. 
 +      * **Insufficient**: Not enough available quantity after deducting customer-reserved stock. 
 +      * **Negative**: Physical stock is below zero. 
 +      * **On Order**: Items with open purchase orders not yet received.   
   * Data Table: //(Note that some of these columns may be hidden in the row details)//   * Data Table: //(Note that some of these columns may be hidden in the row details)//
     * {{mdi>dots-horizontal?24}}: Opens a menu with additional options     * {{mdi>dots-horizontal?24}}: Opens a menu with additional options
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       * {{mdi>home-plus?24}} **Replenish**: Restock inventory using purchase delivery notes.       * {{mdi>home-plus?24}} **Replenish**: Restock inventory using purchase delivery notes.
       * {{mdi>cart?24}} **Pending Orders**: View and manage orders awaiting delivery.       * {{mdi>cart?24}} **Pending Orders**: View and manage orders awaiting delivery.
 +      * {{mdi>history?24}} **Adjustment History**: View a record of manual stock adjustment activities
     * **Status**:     * **Status**:
       * {{mdi>truck?24}} **Ship**: There are undelivered quantities based on sales delivery notes.       * {{mdi>truck?24}} **Ship**: There are undelivered quantities based on sales delivery notes.
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     * **Description**: Product description     * **Description**: Product description
     * **Brand**: Product brand     * **Brand**: Product brand
-    * **Qty On-hand**: The actual physical quantity available in stock.  +    * **Qty On-hand:** The actual physical quantity available in stock 
-    * **Qty Available**: The stock quantity available for sale after deducting reserved or allocated stock. +    * **Qty Available:** The stock quantity available for sale after deducting reserved or allocated stock 
-    * **Pending Shipment**: The quantity allocated for outgoing shipments but not yet dispatched. +      * No delivery note has been created yet from Sales Orders or Invoices 
-    * **Pending Replenishment**: The quantity expected to be restocked but not yet received. +    * **Pending Shipment:** The quantity allocated for outgoing shipments but not yet dispatched. 
-    * **Open P/O Qty**: The quantity of the product currently on open purchase orders, awaiting fulfillment.+      * Outgoing delivery note has been created, but shipping has not been performed 
 +    * **Pending Replenishment:** The quantity expected to be restocked but not yet received 
 +      * Incoming delivery note has been created, but replenishment has not been performed 
 +    * **Open P/O Qty:** The quantity of the product currently on open purchase orders, awaiting fulfillment   
 ++++ ++++
 ++++ Inventory Form: Manually adjust stock levels or transfer inventory between warehouses. | ++++ Inventory Form: Manually adjust stock levels or transfer inventory between warehouses. |
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     * //When a product with existing inventory is selected, the user can switch to edit mode.//     * //When a product with existing inventory is selected, the user can switch to edit mode.//
   * **Date**: The date of the stock adjustment   * **Date**: The date of the stock adjustment
 +  * **UOM**: The unit of measure used for the displayed quantity. Defaults to the product’s base UOM. Alternative units can be selected based on the product’s **UOM conversion**. 
   * **Qty On-hand**: The total quantity across all warehouses, automatically updated when warehouse quantities are modified (read-only).   * **Qty On-hand**: The total quantity across all warehouses, automatically updated when warehouse quantities are modified (read-only).
   * **Remark**: Notes or reason for the stock adjustment.   * **Remark**: Notes or reason for the stock adjustment.
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   * **Update Inventory Cost**: Specify whether the inventory account value should be updated.   * **Update Inventory Cost**: Specify whether the inventory account value should be updated.
   * **Qty to Adjust**: The quantity to be adjusted. (defaulted to **Total New Qty - Total Current Qty** from the **Physical** tab)   * **Qty to Adjust**: The quantity to be adjusted. (defaulted to **Total New Qty - Total Current Qty** from the **Physical** tab)
-  * **Unit Price**: The unit cost of the added quantities (read-only if the quantity to adjust is negative).+  * **Unit Cost**: The unit cost of the added quantities (read-only if the quantity to adjust is negative).
   * **Inventory Account**: The inventory account assigned for the added quantities, defaulted to the inventory account configured in account rules (read-only if the quantity to adjust is negative).   * **Inventory Account**: The inventory account assigned for the added quantities, defaulted to the inventory account configured in account rules (read-only if the quantity to adjust is negative).
   * **Current Inventory Value Data Table**: Displays the current inventory account costing for stock that has not yet been sold.   * **Current Inventory Value Data Table**: Displays the current inventory account costing for stock that has not yet been sold.
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 == History ==  == History == 
 \\ {{:inventory:inventory_4.jpg?600|}} \\ {{:inventory:inventory_4.jpg?600|}}
 +  * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access) 
   * **Date**: The date of the stock adjustment   * **Date**: The date of the stock adjustment
   * **Qty Adjustment**: The quantity that was adjusted.   * **Qty Adjustment**: The quantity that was adjusted.
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 ++++ Inventory Adjustments: Overview of past ad-hoc inventory changes. | ++++ Inventory Adjustments: Overview of past ad-hoc inventory changes. |
 === Inventory Adjustments === === Inventory Adjustments ===
-  * Log on to [[https://app.chillhub.com.my|Chillhub App]]  +\\ You can access shipping records from multiple pages within the system: 
-  * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Adjustments** \\ {{:inventory:inventory_9.jpg?600|}}+  - **From Inventory Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>history?24}} **Adjustment History** to view adjustment history for the selected product. 
 +  - **From Main Menu**: Navigate the Inventory Adjustment page by selecting **Menu** -> **Inventory** -> **Adjustments** \\ {{:inventory:inventory_9.jpg?600|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * {{mdi>magnify?24}} **Search**: Allows you to search for specific data     * {{mdi>magnify?24}} **Search**: Allows you to search for specific data
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   * Data Table: //(Note that some of these columns may be hidden in the row details)//   * Data Table: //(Note that some of these columns may be hidden in the row details)//
     * {{mdi>chevron-up?24}}: Expand row to view more details. (Only visible in Mobile View)     * {{mdi>chevron-up?24}}: Expand row to view more details. (Only visible in Mobile View)
-    * {{mdi>pencil?24}}: Modify shipment details (Mobile View: expand row to access)  +    * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access)  
     * **Product**: Name of the product which inventory is being adjusted.     * **Product**: Name of the product which inventory is being adjusted.
     * **Qty Adjustment**: The quantity that was adjusted.     * **Qty Adjustment**: The quantity that was adjusted.
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     * **Cost Qty Adjustment**: The quantity of inventory account to be adjusted.     * **Cost Qty Adjustment**: The quantity of inventory account to be adjusted.
     * **Unit Cost**: The cost per unit of the added inventory.     * **Unit Cost**: The cost per unit of the added inventory.
 +++++
 +++++ Edit Adjustment: Update a previously recorded inventory adjustment or transfer. |
 +=== Edit Adjustment Form ===
 + \\ {{:inventory:inventory_13.jpg?600|}}
 +  * **Product**: The product being adjusted (read-only). 
 +  * **Date**: The date of the stock adjustment
 +  * **UOM**: The unit of measure used for the displayed quantity. Defaults to the product’s base UOM. Alternative units can be selected based on the product’s **UOM conversion**. 
 +  * **Qty On-hand**: The total quantity across all warehouses, automatically updated when warehouse quantities are modified (read-only).
 +  * **Remark**: Notes or reason for the stock adjustment.
 +== Physical ==
 +  * **Warehouse Qty Data Table**: Adjust item quantities for each warehouse
 +    * **Warehouse**: The warehouse name (read-only) 
 +      * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//
 +    * **Qty to Adjust**: The quantity to be adjusted (negative to reduce stock, positive to increase stock).
 +== Accounting == 
 +  * **Update Inventory Cost**: Specify whether the inventory account value should be updated.
 +  * **Qty to Adjust**: The quantity to be adjusted. (defaulted to **Total New Qty - Total Current Qty** from the **Physical** tab)
 +  * **Unit Cost**: The unit cost of the added quantities (read-only if the quantity to adjust is negative).
 +  * **Inventory Account**: The inventory account assigned for the added quantities, defaulted to the inventory account configured in account rules (read-only if the quantity to adjust is negative).
 ++++ ++++
 ++++ Shipping: Edit outgoing shipment details based on sales delivery notes. | ++++ Shipping: Edit outgoing shipment details based on sales delivery notes. |
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       * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but have not yet been shipped from the warehouse.       * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but have not yet been shipped from the warehouse.
       * {{mdi>check-circle?24}} **Delivered**: Delivery note items have been shipped from the warehouse.       * {{mdi>check-circle?24}} **Delivered**: Delivery note items have been shipped from the warehouse.
-      * {{mdi>alert-circle?24}} **Exceeded**: Delivery note items have been shipped in excess of the planned delivery quantity. 
       * {{mdi>minus-circle?24}} **Cancelled**: The invoice or sales order has been cancelled.       * {{mdi>minus-circle?24}} **Cancelled**: The invoice or sales order has been cancelled.
 +      * {{mdi>keyboard-return?24}} **Return**: Return note items are created but have not yet been returned to the warehouse.   
     * **Delivery Date**: Scheduled date for shipment.        * **Delivery Date**: Scheduled date for shipment.   
     * **Product**: Item being shipped.     * **Product**: Item being shipped.
     * **Qty to Deliver**: Quantity planned for delivery.     * **Qty to Deliver**: Quantity planned for delivery.
     * **Qty Delivered**: Quantity that has been shipped.     * **Qty Delivered**: Quantity that has been shipped.
 +    * **UOM**: The unit of measure used for the delivery quantities.
     * **Warehouse Detail**: Quantity breakdown specifying the warehouses from which the shipment was dispatched.     * **Warehouse Detail**: Quantity breakdown specifying the warehouses from which the shipment was dispatched.
     * **Customer**: Customer Name     * **Customer**: Customer Name
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     * **Invoice/Sales Order No.**: Associated invoice or sales order number.     * **Invoice/Sales Order No.**: Associated invoice or sales order number.
 == Ship Item Form ==    == Ship Item Form ==   
-\\ {{:inventory:inventory_6.jpg?600|}} +\\ {{:inventory:inventory_6.jpg?400|}} {{:inventory:inventory_11.jpg?400|}} 
-  * **Delivery Note No.**: Delivery note number for the item to be shipped +  * **Delivery/Return Note No.**: Delivery/Return note number for the item to be shipped/returned 
-  * **Delivery Date**: Scheduled date for shipment. +  * **Delivery Date**: Scheduled date for shipment/return. 
-  * **Product**: Item being shipped.+  * **Product**: Item being shipped/returned.
   * **Invoice No.**: Associated invoice number (visible only when linked to an invoice)   * **Invoice No.**: Associated invoice number (visible only when linked to an invoice)
   * **Sales Order No.**: Associated sales order number (visible only when linked to a sales order without an invoice)   * **Sales Order No.**: Associated sales order number (visible only when linked to a sales order without an invoice)
-  * **Qty to Deliver**: Planned quantity for delivery. +  * **Qty to Deliver/Return**: Planned quantity for delivery/return. 
-  * **Qty Delivered**: Total quantity shipped across all warehouses, automatically updated when warehouse delivery quantities are modified (read-only). +  * **Qty Delivered/Returned**: Total quantity shipped/returned across all warehouses, automatically updated when warehouse delivery/return quantities are modified (read-only). 
-  * **Warehouse Data Table**: Manage item quantities delivered across warehouses+  * **Warehouse Data Table**: Manage item quantities delivered/returned across warehouses
     * **Warehouse**: The warehouse name (read-only)      * **Warehouse**: The warehouse name (read-only) 
       * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//       * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//
     * **Qty Available**: Current stock quantity in the warehouse (read-only).     * **Qty Available**: Current stock quantity in the warehouse (read-only).
-    * **Qty Delivered**: Quantity shipped from the respective warehouse (editable). Inventory quantity will be deducted accordingly upon saving. +    * **Qty Delivered/Returned**: Quantity shipped from/returned to the respective warehouse (editable). Inventory quantity will be updated accordingly upon saving. 
   * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional)   * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional)
     * **{{mdi>camera?24}}**: Use the camera on mobile devices to scan barcodes for serial number input.     * **{{mdi>camera?24}}**: Use the camera on mobile devices to scan barcodes for serial number input.
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       * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but not yet replenished to the warehouse.       * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but not yet replenished to the warehouse.
       * {{mdi>check-circle?24}} **Delivered**: Delivery note items have been replenished to the warehouse.       * {{mdi>check-circle?24}} **Delivered**: Delivery note items have been replenished to the warehouse.
-      * {{mdi>alert-circle?24}} **Exceeded**: Items have been replenished beyond the planned delivery quantity.+      * {{mdi>keyboard-return?24}} **Return**: Return note items are created but have not yet been returned from the warehouse.
       * {{mdi>minus-circle?24}} **Cancelled**: The purchase order has been cancelled.       * {{mdi>minus-circle?24}} **Cancelled**: The purchase order has been cancelled.
     * **Delivery Date**: Scheduled date for replenishment.        * **Delivery Date**: Scheduled date for replenishment.   
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     * **Qty to Deliver**: Quantity planned for delivery.     * **Qty to Deliver**: Quantity planned for delivery.
     * **Qty Delivered**: Quantity that has been replenished.     * **Qty Delivered**: Quantity that has been replenished.
 +    * **UOM**: The unit of measure used for the replenish quantities.
     * **Warehouse Detail**: Breakdown of replenished quantities by warehouse.     * **Warehouse Detail**: Breakdown of replenished quantities by warehouse.
     * **Open P/O Qty**: Ordered quantity from the supplier that has not yet been delivered (no delivery note issued).     * **Open P/O Qty**: Ordered quantity from the supplier that has not yet been delivered (no delivery note issued).
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     * **Purchase Order No.**: Associated purchase order number.     * **Purchase Order No.**: Associated purchase order number.
 == Replenish Item Form ==    == Replenish Item Form ==   
-\\ {{:inventory:inventory_8.jpg?600|}} +\\ {{:inventory:inventory_8.jpg?400|}} {{:inventory:inventory_12.jpg?400|}} 
-  * **Delivery Note No.**: Delivery note number for the item to be replenished +  * **Delivery/Return Note No.**: Delivery/Return note number for the item to be replenished 
-  * **Delivery Date**: Scheduled date for replenishment.+  * **Delivery/Return Date**: Scheduled date for replenishment.
   * **Product**: Item being replenished.   * **Product**: Item being replenished.
   * **Purchase Order No.**: Associated purchase order number    * **Purchase Order No.**: Associated purchase order number 
-  * **Qty to Deliver**: Planned quantity for delivery. +  * **Qty to Deliver/Return**: Planned quantity for delivery/return. 
-  * **Qty Delivered**: Total quantity replenished across all warehouses, automatically updated when warehouse delivery quantities are modified (read-only). +  * **Qty Delivered/Returned**: Total quantity replenished/returned across all warehouses, automatically updated when warehouse delivery quantities are modified (read-only). 
-  * **Warehouse Data Table**: Manage item quantities delivered across warehouses+  * **Warehouse Data Table**: Manage item quantities delivered/returned across warehouses
     * **Warehouse**: The warehouse name (read-only)      * **Warehouse**: The warehouse name (read-only) 
       * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//       * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//
     * **Qty Available**: Current stock quantity in the warehouse (read-only).     * **Qty Available**: Current stock quantity in the warehouse (read-only).
-    * **Qty Delivered**: Quantity replenish to the respective warehouse (editable). Inventory quantity will be added accordingly upon saving. +    * **Qty Delivered/Returned**: Quantity replenish to/return from the respective warehouse (editable). Inventory quantity will be updated accordingly upon saving. 
 +  * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional) 
 +    * **{{mdi>camera?24}}**: Use the camera on mobile devices to scan barcodes for serial number input.  
 +++++ 
 +++++ Pending Order List: Displays a list of ordered items that have not yet been scheduled for delivery | 
 +== Pending Order List ==  
 +  * From the **Inventory** Page, click {{mdi>cart?24}} **Pending Orders** to view the list of pending orders. \\ {{:inventory:inventory_10.jpg?600|}} 
 +  * This list displays sales orders and invoices without scheduled delivery, which impacts the **Quantity Available**. 
 +  * The following options are located on the toolbar 
 +    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data 
 +    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data 
 +    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
 +  * **Product**: View pending orders for the selected product. 
 +  * Data Table: //(Note that some of these columns may be hidden in the row details)// 
 +    * **Date**: The date of the sales order or invoice. 
 +    * **Invoice/Sales OrderNo.**: The reference number of the invoice or sales order. 
 +    * **Customer**: The customer name associated with the order. 
 +    * **Qty**: The quantity ordered. 
 +    * **UOM**: The unit of measure used for the ordered quantities.
 ++++ ++++
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • inventory.1747207128.txt.gz
  • Last modified: 2025/05/14 07:18
  • by chillhubadmin