Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| inventory [2026/04/24 09:04] – chillhubadmin | inventory [2026/07/10 04:17] (current) – chillhubadmin | ||
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| * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{: | * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{: | ||
| * The following options are located on the toolbar | * The following options are located on the toolbar | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * Additional Filter & Summary: | * Additional Filter & Summary: | ||
| * **Inventory Value**: Displays the total monetary value of the available stock. | * **Inventory Value**: Displays the total monetary value of the available stock. | ||
| Line 21: | Line 21: | ||
| * **On Order**: Items with open purchase orders not yet received. | * **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> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Status**: | * **Status**: | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Product**: | * **Product**: | ||
| * **Description**: | * **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. | | ||
| Line 49: | Line 52: | ||
| * **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**. | * **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). | ||
| + | * **Reference No.**: The internal document number or external reference associated with this adjustment. | ||
| * **Remark**: Notes or reason for the stock adjustment. | * **Remark**: Notes or reason for the stock adjustment. | ||
| == Physical == | == Physical == | ||
| Line 57: | Line 61: | ||
| * **Current Qty**: The existing stock quantity in the warehouse (read-only) | * **Current Qty**: The existing stock quantity in the warehouse (read-only) | ||
| * **New Qty**: The updated stock quantity to be set. | * **New Qty**: The updated stock quantity to be set. | ||
| - | * {{mdi> | + | * {{mdi> |
| == Accounting == | == Accounting == | ||
| \\ {{: | \\ {{: | ||
| Line 74: | Line 78: | ||
| == History == | == History == | ||
| \\ {{: | \\ {{: | ||
| - | * {{mdi> | + | * {{mdi> |
| * **Date**: The date of the stock adjustment | * **Date**: The date of the stock adjustment | ||
| * **Qty Adjustment**: | * **Qty Adjustment**: | ||
| * **Warehouse**: | * **Warehouse**: | ||
| * **Remark**: Notes or reason for the stock adjustment. | * **Remark**: Notes or reason for the stock adjustment. | ||
| + | ++++ | ||
| + | ++++ Inventory Adjustments: | ||
| + | === Inventory Adjustments === | ||
| + | \\ You can access inventory adjustment records from multiple pages within the system: | ||
| + | - **From Inventory Page**: Click the Options {{mdi> | ||
| + | - **From Main Menu**: Navigate the Inventory Adjustment page by selecting **Menu** -> **Inventory** -> **Adjustments** \\ {{: | ||
| + | * The following options are located on the toolbar | ||
| + | * {{mdi> | ||
| + | * {{mdi> | ||
| + | * {{mdi> | ||
| + | * {{mdi> | ||
| + | * Additional Filter: | ||
| + | * **Select Filter**: Choose from options | ||
| + | * **Date**: View adjustment history for a specific date. | ||
| + | * **Product**: | ||
| + | * **Date Range**: View adjustment history between a specific start and end date. | ||
| + | * Data Table: //(Note that some of these columns may be hidden in the row details)// | ||
| + | * {{mdi> | ||
| + | * {{mdi> | ||
| + | * **Product**: | ||
| + | * **Qty Adjustment**: | ||
| + | * **Reference No.**: The internal document number or external reference associated with this adjustment. | ||
| + | * **Remark**: Notes or reason for the stock adjustment. | ||
| + | * **Warehouse**: | ||
| + | * **Cost Qty Adjustment**: | ||
| + | * **Unit Cost**: The cost per unit of the added inventory. | ||
| ++++ | ++++ | ||
| ++++ Edit Adjustment: Update a previously recorded inventory adjustment or transfer. | | ++++ Edit Adjustment: Update a previously recorded inventory adjustment or transfer. | | ||
| Line 87: | Line 117: | ||
| * **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**. | * **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). | ||
| + | * **Reference No.**: The internal document number or external reference associated with this adjustment. | ||
| * **Remark**: Notes or reason for the stock adjustment. | * **Remark**: Notes or reason for the stock adjustment. | ||
| == Physical == | == Physical == | ||
| Line 98: | Line 129: | ||
| * **Unit Cost**: 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). | ||
| - | ++++ | ||
| - | ++++ Inventory Adjustments: | ||
| - | === Inventory Adjustments === | ||
| - | \\ You can access shipping records from multiple pages within the system: | ||
| - | - **From Inventory Page**: Click the Options {{mdi> | ||
| - | - **From Main Menu**: Navigate the Inventory Adjustment page by selecting **Menu** -> **Inventory** -> **Adjustments** \\ {{: | ||
| - | * The following options are located on the toolbar | ||
| - | * {{mdi> | ||
| - | * {{mdi> | ||
| - | * {{mdi> | ||
| - | * {{mdi> | ||
| - | * Additional Filter: | ||
| - | * **Select Filter**: Choose from options | ||
| - | * **Date**: View adjustment history for a specific date. | ||
| - | * **Product**: | ||
| - | * Data Table: //(Note that some of these columns may be hidden in the row details)// | ||
| - | * {{mdi> | ||
| - | * {{mdi> | ||
| - | * **Product**: | ||
| - | * **Qty Adjustment**: | ||
| - | * **Remark**: Notes or reason for the stock adjustment.\ | ||
| - | * **Warehouse**: | ||
| - | * **Cost Qty Adjustment**: | ||
| - | * **Unit Cost**: The cost per unit of the added inventory. | ||
| ++++ | ++++ | ||
| ++++ Shipping: Edit outgoing shipment details based on sales delivery notes. | | ++++ Shipping: Edit outgoing shipment details based on sales delivery notes. | | ||
| == Accessing Shipping List == | == Accessing Shipping List == | ||
| \\ You can access shipping records from multiple pages within the system: | \\ You can access shipping records from multiple pages within the system: | ||
| - | - **From Inventory Page**: Click the Options {{mdi> | + | - **From Inventory Page**: Click the Options {{mdi> |
| - | - **From Invoice Page**: Click the Options {{mdi> | + | - **From Invoice Page**: Click the Options {{mdi> |
| - | - **From Invoice Form**: Navigate to the **Delivery** Tab and click {{mdi> | + | - **From Invoice Form**: Navigate to the **Delivery** Tab and click {{mdi> |
| - | - **From Sales Order Page**: Click the Options {{mdi> | + | - **From Sales Order Page**: Click the Options {{mdi> |
| - | - **From Sales Order Form**: Navigate to the **Delivery** Tab and click {{mdi> | + | - **From Sales Order Form**: Navigate to the **Delivery** Tab and click {{mdi> |
| - | - **From Main Menu**: Select {{mdi> | + | - **From Main Menu**: Select {{mdi> |
| == Manage Shipping List == | == Manage Shipping List == | ||
| \\ {{: | \\ {{: | ||
| * The following options are located on the toolbar | * The following options are located on the toolbar | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * Additional Filter: | * Additional Filter: | ||
| * **Select Filter**: Choose from options | * **Select Filter**: Choose from options | ||
| * **Delivery Date**: View shipping records for a specific date. | * **Delivery Date**: View shipping records for a specific date. | ||
| + | * **Date Range**: View shipping records between a specific start and end date. | ||
| * **Product**: | * **Product**: | ||
| * **Invoice No.**: View shipping records for a specific invoice. | * **Invoice No.**: View shipping records for a specific invoice. | ||
| Line 146: | Line 154: | ||
| * **All Pending**: View all records that are pending delivery. | * **All Pending**: View all records that are pending delivery. | ||
| * 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> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Status**: Displays the current shipment status (e.g., Pending, Delivered, Exceeded, Cancelled) | * **Status**: Displays the current shipment status (e.g., Pending, Delivered, Exceeded, Cancelled) | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Delivery Date**: Scheduled date for shipment. | * **Delivery Date**: Scheduled date for shipment. | ||
| * **Product**: | * **Product**: | ||
| Line 180: | Line 188: | ||
| * **Qty Delivered/ | * **Qty Delivered/ | ||
| * **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> | + | * **{{mdi> |
| * **View Document button**: View, print and share delivery note document. | * **View Document button**: View, print and share delivery note document. | ||
| ++++ | ++++ | ||
| Line 186: | Line 194: | ||
| == Accessing Replenish List == | == Accessing Replenish List == | ||
| \\ You can access replenishment records from multiple pages within the system: | \\ You can access replenishment records from multiple pages within the system: | ||
| - | - **From Inventory Page**: Click the Options {{mdi> | + | - **From Inventory Page**: Click the Options {{mdi> |
| - | - **From Purchase Order Page**: Click the Options {{mdi> | + | - **From Purchase Order Page**: Click the Options {{mdi> |
| - | - **From Purchase Order Form**: Navigate to the **Delivery** Tab and click {{mdi> | + | - **From Purchase Order Form**: Navigate to the **Delivery** Tab and click {{mdi> |
| - | - **From Main Menu**: Select {{mdi> | + | - **From Main Menu**: Select {{mdi> |
| == Manage Replenish List == | == Manage Replenish List == | ||
| \\ {{: | \\ {{: | ||
| * The following options are located on the toolbar | * The following options are located on the toolbar | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * Additional Filter: | * Additional Filter: | ||
| * **Select Filter**: Choose from options | * **Select Filter**: Choose from options | ||
| * **Delivery Date**: View replenishment records for a specific date. | * **Delivery Date**: View replenishment records for a specific date. | ||
| + | * **Date Range**: View replenishment records between a specific start and end date. | ||
| * **Product**: | * **Product**: | ||
| * **Purchase Order No.**: View replenishment records for a specific purchase order. | * **Purchase Order No.**: View replenishment records for a specific purchase order. | ||
| * **All Pending**: View all records that are pending delivery. | * **All Pending**: View all records that are pending delivery. | ||
| * 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> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Status**: Displays the current replenishment status (e.g., None, Pending, Delivered, Exceeded, Cancelled) | * **Status**: Displays the current replenishment status (e.g., None, Pending, Delivered, Exceeded, Cancelled) | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Delivery Date**: Scheduled date for replenishment. | * **Delivery Date**: Scheduled date for replenishment. | ||
| * **Product**: | * **Product**: | ||
| Line 236: | Line 245: | ||
| * **Qty Delivered/ | * **Qty Delivered/ | ||
| * **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> | + | * **{{mdi> |
| ++++ | ++++ | ||
| - | ++++ Pending Order List: View | Displays a list of ordered items that have not yet been scheduled for delivery | + | ++++ Pending Order List: Displays a list of ordered items that have not yet been scheduled for delivery |
| == Pending Order List == | == Pending Order List == | ||
| - | * From the **Inventory** Page, click {{mdi> | + | * From the **Inventory** Page, click {{mdi> |
| * This list displays sales orders and invoices without scheduled delivery, which impacts the **Quantity Available**. | * This list displays sales orders and invoices without scheduled delivery, which impacts the **Quantity Available**. | ||
| * The following options are located on the toolbar | * The following options are located on the toolbar | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Product**: | * **Product**: | ||
| * 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)// | ||
| Line 254: | Line 263: | ||
| * **UOM**: The unit of measure used for the ordered quantities. | * **UOM**: The unit of measure used for the ordered quantities. | ||
| ++++ | ++++ | ||
| + | <aichat button float> | ||