Manage Inventory

• Log on to Chillhub App
• Navigate the Sales Order page by selecting Menu → Inventory
  
• The following options are located on the toolbar
  • Search: Allows you to search for specific data
  • Refresh: Updates the current view by reloading the data
  • Export to Excel: Enables exporting the current view data to an Excel file.
  • New: Creates a new entry or record in the system.
• Additional Filter & Summary:
  • Inventory Value: Displays the total monetary value of the available stock.
  • Select Industry: Filter inventory based on the industry type.
  • Select Warehouse: View inventory specific to a selected warehouse.
  • Select Status: Filter inventory items by their status. (Ship, Replenish, Insufficient, Negative)
• Data Table: (Note that some of these columns may be hidden in the row details)
  • : Opens a menu with additional options
    • Adjust/Transfer: Manually adjust stock levels or transfer inventory between warehouses.
    • Ship: Process shipments based on sales delivery notes.
    • Replenish: Restock inventory using purchase delivery notes.
    • Pending Orders: View and manage orders awaiting delivery.
  • Status:
    • Ship: There are undelivered quantities based on sales delivery notes.
    • Replenish: There are incoming stock quantities based on purchase delivery notes that have not yet been received.
    • Insufficient: The available quantity is negative, meaning commitments exceed current stock.
    • Negative: The on-hand quantity has dropped below zero, indicating an inventory discrepancy.
  • Product: Name of the product
  • Description: Product description
  • Brand: Product brand
  • Qty On-hand: The actual physical quantity available in 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.
• Pending Replenishment: The quantity expected to be restocked but not yet received.
• Open P/O Qty: The quantity of the product currently on open purchase orders, awaiting fulfillment.

Inventory Form

Physical

• Date: The date of the stock adjustment
• Industry: A filter for the Product field (visible only when adding a new inventory item)
• Product: The product being adjusted (read-only when editing).
• Qty On-hand: The total quantity across all warehouses, automatically updated when warehouse quantities are modified (read-only).
• 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.
  • Current Qty: The existing stock quantity in the warehouse (read-only)
  • New Qty: The updated stock quantity to be set.
• Remark: Notes or reason for the stock adjustment.

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 Price: 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).
• Current Inventory Value Data Table: Displays the current inventory account costing for stock that has not yet been sold.
  • Date: The date when the inventory value was added or purchased.
  • Qty: The quantity added or purchased.
  • Unit Price: The unit cost of the purchased quantity.
  • Footer:
    • Total Qty: The total quantity recorded in the inventory account.
    • Total Value: The total value of the inventory account.
    • Average Value: The average cost per unit.

History

• Date: The date of the stock adjustment
• Qty Adjustment: The quantity that was adjusted.
• Warehouse: Details of the warehouse where the quantity change occurred.
• Remark: Notes or reason for the stock adjustment.