Manage Inventory

• Log on to Chillhub App
• Navigate the Sales Order page by selecting Menu → Inventory → 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: 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) * : 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. == Pending Order List == * From the Inventory Page, click Pending Orders to view the list of pending orders.
      * This list displays sales orders and invoices without scheduled delivery, which impacts the Quantity Available. * 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. * 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. ++ ++++ Inventory Form: Manually adjust stock levels or transfer inventory between warehouses. === Inventory Form === * Industry: A filter for the Product field (visible only when adding a new inventory item) * Product: The product being adjusted (read-only when editing).

        * //When a product with existing inventory is selected, the user can switch to edit mode.//
      * **Date**: The date of the stock adjustment
      * **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.//
        * **Current Qty**: The existing stock quantity in the warehouse (read-only)
        * **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.

      == 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. ++++ Inventory Adjustments: Overview of past ad-hoc inventory changes. === Inventory Adjustments === * Log on to Chillhub App * Navigate the Sales Order page by selecting Menu → Inventory → Adjustments
      * 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.
        * {{mdi>plus?24}} **New**: Open **inventory form** to make new inventory adjustment.
      * Additional Filter:
        * **Select Filter**: Choose from options
          * **Date**: View adjustment history for a specific date.
          * **Product**: View adjustment history for a specific product.
      * 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>pencil?24}}: Modify shipment details (Mobile View: expand row to access)  
        * **Product**: Name of the product which inventory is being adjusted.
        * **Qty Adjustment**: The quantity that was adjusted.
        * **Remark**: Notes or reason for the stock adjustment.\
        * **Warehouse**: Details of the warehouse where the quantity change occurred.
        * **Cost Qty Adjustment**: The quantity of inventory account to be adjusted.
        * **Unit Cost**: The cost per unit of the added inventory.

      ++++ Shipping: Edit outgoing shipment details based on sales delivery notes. == Accessing Shipping List ==
      You can access shipping records from multiple pages within the system: - From Inventory Page: Click the Options button in the data table row, then select Ship to view shipping records for the selected product. - From Invoice Page: Click the Options button in the data table row, then select Ship to view shipping records for the selected invoice. - From Invoice Form: Navigate to the Delivery Tab and click Ship button to view shipping records for the selected invoice. - From Sales Order Page: Click the Options button in the data table row, then select Ship to view shipping records for the selected sales order. - From Sales Order Form: Navigate to the Delivery Tab and click Ship button to view shipping records for the selected sales order. - From Main Menu: Select Ship menu from the main menu to view shipping records for any specific dates. == Manage Shipping List ==
      * 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.
      * Additional Filter:
        * **Select Filter**: Choose from options
          * **Delivery Date**: View shipping records for a specific date.
          * **Product**: View shipping records for a specific product.
          * **Invoice No.**: View shipping records for a specific invoice.
          * **Sales Order No.**: View shipping records for a specific sales order.
          * **All Pending**: View all records that are pending delivery. 
      * 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>pencil?24}}: 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)
        * **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>check-circle?24}} **Delivered**: Delivery note items have been shipped from the warehouse.
          * {{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.	  
        * **Product**: Item being shipped.
        * **Qty to Deliver**: Quantity planned for delivery.
        * **Qty Delivered**: Quantity that has been shipped.
        * **Warehouse Detail**: Quantity breakdown specifying the warehouses from which the shipment was dispatched.
        * **Customer**: Customer Name
        * **Address**: Customer Address
        * **City**: Customer City
        * **Delivery Note No.**: Unique identifier for the delivery order.
        * **Invoice/Sales Order No.**: Associated invoice or sales order number.

      == Ship Item Form ==
      * Delivery Note No.: Delivery note number for the item to be shipped * Delivery Date: Scheduled date for shipment. * Product: Item being shipped. * 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) * Qty to Deliver: Planned quantity for delivery. * Qty Delivered: Total quantity shipped across all warehouses, automatically updated when warehouse delivery quantities are modified (read-only). * Warehouse Data Table: Manage item quantities delivered across warehouses

        * **Warehouse**: The warehouse name (read-only) 
          * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//
        * **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. 
      * **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.
      * **View Document button**: View, print and share delivery note document.

      ++++ Replenish: Edit incoming replenishment details based on purchase delivery notes. == Accessing Replenish List ==
      You can access replenishment records from multiple pages within the system: - From Inventory Page: Click the Options button in the data table row, then select Replenish to view replenishment records for the selected product. - From Purchase Order Page: Click the Options button in the data table row, then select Replenish to view replenishment records for the selected purchase order. - From Purchase Order Form: Navigate to the Delivery Tab and click Replenish button to view replenishment records for the selected purchase order. - From Main Menu: Select Replenish menu from the main menu to view replenishment records for any specific dates. == Manage Replenish List ==
      * 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.
      * Additional Filter:
        * **Select Filter**: Choose from options
          * **Delivery Date**: View replenishment records for a specific date.
          * **Product**: View replenishment records for a specific product.
          * **Purchase Order No.**: View replenishment records for a specific purchase order.
          * **All Pending**: View all records that are pending delivery. 
      * 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>pencil?24}}: Modify replenishment details (Mobile View: expand row to access)
        * {{mdi>playlist-edit?24}}: Modify **purchase order** details (Mobile View: expand row to access)
        * **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>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>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.
        * **Delivery Date**: Scheduled date for replenishment.	  
        * **Product**: Item being replenished.
        * **Qty to Deliver**: Quantity planned for delivery.
        * **Qty Delivered**: Quantity that has been replenished.
        * **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).
        * **Supplier**: Supplier Name
        * **Delivery Note No.**: Unique identifier for the delivery order.
        * **Purchase Order No.**: Associated purchase order number.

      == Replenish Item Form ==
      * Delivery Note No.: Delivery note number for the item to be replenished * Delivery Date: Scheduled date for replenishment. * Product: Item being replenished. * Purchase Order No.: Associated purchase order number * Qty to Deliver: Planned quantity for delivery. * Qty Delivered: Total quantity replenished across all warehouses, automatically updated when warehouse delivery quantities are modified (read-only). * Warehouse Data Table: Manage item quantities delivered across warehouses

        * **Warehouse**: The warehouse name (read-only) 
          * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.//
        * **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. 

      ++