inventory

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
inventory [2026/05/08 07:12] – chillhubadmininventory [2026/07/10 04:17] (current) – chillhubadmin
Line 6: Line 6:
   * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{:inventory:inventory_1.jpg?600|}}   * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{:inventory:inventory_1.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}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **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. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * 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>dots-horizontal?24}}: Opens a menu with additional options +    * {{mdi>dots-horizontal}}: Opens a menu with additional options 
-      * {{mdi>sync?24}} **Adjust/Transfer**: Manually adjust stock levels or transfer inventory between warehouses. +      * {{mdi>sync}} **Adjust/Transfer**: Manually adjust stock levels or transfer inventory between warehouses. 
-      * {{mdi>truck?24}} **Ship**: Process shipments based on sales delivery notes. +      * {{mdi>truck}} **Ship**: Process shipments based on sales delivery notes. 
-      * {{mdi>home-plus?24}} **Replenish**: Restock inventory using purchase delivery notes. +      * {{mdi>home-plus}} **Replenish**: Restock inventory using purchase delivery notes. 
-      * {{mdi>cart?24}} **Pending Orders**: View and manage orders awaiting delivery. +      * {{mdi>cart}} **Pending Orders**: View and manage orders awaiting delivery. 
-      * {{mdi>history?24}} **Adjustment History**: View a record of manual stock adjustment activities+      * {{mdi>history}} **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}} **Ship**: There are undelivered quantities based on sales delivery notes. 
-      * {{mdi>home-plus?24}} **Replenish**: There are incoming stock quantities based on purchase delivery notes that have not yet been received. +      * {{mdi>home-plus}} **Replenish**: There are incoming stock quantities based on purchase delivery notes that have not yet been received. 
-      * {{mdi>alert?24}} **Insufficient**: The available quantity is negative, meaning commitments exceed current stock. +      * {{mdi>alert}} **Insufficient**: The available quantity is negative, meaning commitments exceed current stock. 
-      * {{mdi>alert-circle?24}} **Negative**: The on-hand quantity has dropped below zero, indicating an inventory discrepancy.+      * {{mdi>alert-circle}} **Negative**: The on-hand quantity has dropped below zero, indicating an inventory discrepancy.
     * **Product**: Name of the product     * **Product**: Name of the product
     * **Description**: Product description     * **Description**: Product description
Line 52: 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 60: 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>calculator-variant?24}}: Click to calculate the new quantity based on the difference entered by the user.+    * {{mdi>calculator-variant}}: Click to calculate the new quantity based on the difference entered by the user.
 == Accounting ==  == Accounting == 
 \\ {{:inventory:inventory_3.jpg?600|}} \\ {{:inventory:inventory_3.jpg?600|}}
Line 77: Line 78:
 == History ==  == History == 
 \\ {{:inventory:inventory_4.jpg?600|}} \\ {{:inventory:inventory_4.jpg?600|}}
-  * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access) +  * {{mdi>pencil}}: 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.
Line 85: Line 86:
 ++++ Inventory Adjustments: Overview of past ad-hoc inventory changes. | ++++ Inventory Adjustments: Overview of past ad-hoc inventory changes. |
 === Inventory Adjustments === === Inventory Adjustments ===
-\\ You can access shipping records from multiple pages within the system: +\\ You can access inventory adjustment records from multiple pages within the system: 
-  - **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 Inventory Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>history}} **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|}}   - **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}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **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. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Open **inventory form** to make new inventory adjustment.+    * {{mdi>plus}} **New**: Open **inventory form** to make new inventory adjustment.
   * Additional Filter:   * Additional Filter:
     * **Select Filter**: Choose from options     * **Select Filter**: Choose from options
       * **Date**: View adjustment history for a specific date.       * **Date**: View adjustment history for a specific date.
       * **Product**: View adjustment history for a specific product.       * **Product**: View adjustment history for a specific 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)//   * 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}}: Expand row to view more details. (Only visible in Mobile View) 
-    * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access)  +    * {{mdi>pencil}}: 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.
-    * **Remark**: Notes or reason for the stock adjustment.\+    * **Reference No.**: The internal document number or external reference associated with this adjustment. 
 +    * **Remark**: Notes or reason for the stock adjustment.
     * **Warehouse**: Details of the warehouse where the quantity change occurred.     * **Warehouse**: Details of the warehouse where the quantity change occurred.
     * **Cost Qty Adjustment**: The quantity of inventory account to be adjusted.     * **Cost Qty Adjustment**: The quantity of inventory account to be adjusted.
Line 114: 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 129: Line 133:
 == 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>dots-horizontal?24}} button in the data table row, then select {{mdi>truck?24}} **Ship** to view shipping records for the selected product. +  - **From Inventory Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>truck}} **Ship** to view shipping records for the selected product. 
-  - **From Invoice Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>truck?24}} **Ship** to view shipping records for the selected invoice. +  - **From Invoice Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>truck}} **Ship** to view shipping records for the selected invoice. 
-  - **From Invoice Form**: Navigate to the **Delivery** Tab and click {{mdi>truck?24}} **Ship** button to view shipping records for the selected invoice. +  - **From Invoice Form**: Navigate to the **Delivery** Tab and click {{mdi>truck}} **Ship** button to view shipping records for the selected invoice. 
-  - **From Sales Order Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>truck?24}} **Ship** to view shipping records for the selected sales order. +  - **From Sales Order Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>truck}} **Ship** to view shipping records for the selected sales order. 
-  - **From Sales Order Form**: Navigate to the **Delivery** Tab and click {{mdi>truck?24}} **Ship** button to view shipping records for the selected sales order. +  - **From Sales Order Form**: Navigate to the **Delivery** Tab and click {{mdi>truck}} **Ship** button to view shipping records for the selected sales order. 
-  - **From Main Menu**: Select {{mdi>truck?24}} **Ship** menu from the main menu to view shipping records for any specific dates. +  - **From Main Menu**: Select {{mdi>truck}} **Ship** menu from the main menu to view shipping records for any specific dates. 
 == Manage Shipping List ==    == Manage Shipping List ==   
 \\ {{:inventory:inventory_5.jpg?600|}} \\ {{:inventory:inventory_5.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}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **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.+    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file.
   * 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**: View shipping records for a specific product.       * **Product**: View shipping records for a specific product.
       * **Invoice No.**: View shipping records for a specific invoice.       * **Invoice No.**: View shipping records for a specific invoice.
Line 149: 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>chevron-up?24}}: Expand row to view more details. +    * {{mdi>chevron-up}}: Expand row to view more details. 
-    * {{mdi>pencil?24}}: Modify shipment details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify shipment details (Mobile View: expand row to access) 
-    * {{mdi>playlist-edit?24}}: Modify **invoice** or **sales order** details (Mobile View: expand row to access)+    * {{mdi>playlist-edit}}: Modify **invoice** or **sales order** details (Mobile View: expand row to access)
     * **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>clock-outline?24}} **Pending**: Delivery note items are created but have not yet been shipped from the warehouse. +      * {{mdi>clock-outline}} **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}} **Delivered**: Delivery note items have been shipped from the warehouse. 
-      * {{mdi>minus-circle?24}} **Cancelled**: The invoice or sales order has been cancelled. +      * {{mdi>minus-circle}} **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.   +      * {{mdi>keyboard-return}} **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.
Line 183: Line 188:
     * **Qty Delivered/Returned**: Quantity shipped from/returned to the respective warehouse (editable). Inventory quantity will be updated 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}}**: Use the camera on mobile devices to scan barcodes for serial number input.
   * **View Document button**: View, print and share delivery note document.   * **View Document button**: View, print and share delivery note document.
 ++++ ++++
Line 189: 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>dots-horizontal?24}} button in the data table row, then select {{mdi>home-plus?24}} **Replenish** to view replenishment records for the selected product. +  - **From Inventory Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>home-plus}} **Replenish** to view replenishment records for the selected product. 
-  - **From Purchase Order Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>home-plus?24}} **Replenish** to view replenishment records for the selected purchase order. +  - **From Purchase Order Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>home-plus}} **Replenish** to view replenishment records for the selected purchase order. 
-  - **From Purchase Order Form**: Navigate to the **Delivery** Tab and click {{mdi>home-plus?24}} **Replenish** button to view replenishment records for the selected purchase order. +  - **From Purchase Order Form**: Navigate to the **Delivery** Tab and click {{mdi>home-plus}} **Replenish** button to view replenishment records for the selected purchase order. 
-  - **From Main Menu**: Select {{mdi>home-plus?24}} **Replenish** menu from the main menu to view replenishment records for any specific dates. +  - **From Main Menu**: Select {{mdi>home-plus}} **Replenish** menu from the main menu to view replenishment records for any specific dates. 
 == Manage Replenish List ==    == Manage Replenish List ==   
 \\ {{:inventory:inventory_7.jpg?600|}} \\ {{:inventory:inventory_7.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}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **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.+    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file.
   * 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**: View replenishment records for a specific product.       * **Product**: View replenishment records for a specific 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>chevron-up?24}}: Expand row to view more details. +    * {{mdi>chevron-up}}: Expand row to view more details. 
-    * {{mdi>pencil?24}}: Modify replenishment details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify replenishment details (Mobile View: expand row to access) 
-    * {{mdi>playlist-edit?24}}: Modify **purchase order** details (Mobile View: expand row to access)+    * {{mdi>playlist-edit}}: Modify **purchase order** details (Mobile View: expand row to access)
     * **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>minus-circle?24}} **None**: No active delivery note is planned.   +      * {{mdi>minus-circle}} **None**: No active delivery note is planned.   
-      * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but not yet replenished to the warehouse. +      * {{mdi>clock-outline}} **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}} **Delivered**: Delivery note items have been replenished to the warehouse. 
-      * {{mdi>keyboard-return?24}} **Return**: Return note items are created but have not yet been returned from the warehouse. +      * {{mdi>keyboard-return}} **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}} **Cancelled**: The purchase order has been cancelled.
     * **Delivery Date**: Scheduled date for replenishment.        * **Delivery Date**: Scheduled date for replenishment.   
     * **Product**: Item being replenished.     * **Product**: Item being replenished.
Line 239: Line 245:
     * **Qty Delivered/Returned**: Quantity replenish to/return from the respective warehouse (editable). Inventory quantity will be updated 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)   * **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}}**: 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: 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>cart?24}} **Pending Orders** to view the list of pending orders. \\ {{:inventory:inventory_10.jpg?600|}}+  * From the **Inventory** Page, click {{mdi>cart}} **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**.   * 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>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **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.+    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file.
   * **Product**: View pending orders for the selected product.   * **Product**: View pending orders for the selected 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)//
  • inventory.1778224356.txt.gz
  • Last modified: 2026/05/08 07:12
  • by chillhubadmin